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How do I use and customize the "Well" container in my forms?

This article will summarize how to use the Well Component to visually group and organize information within your digital forms.

Overview & Explanation

The 5-Second Rule: If you need to create a distinct visual "box" or inset area to separate a group of fields from the rest of your form, the Well Component is the tool you need.

Think of a "Well" as a structural container. It doesn’t collect data itself; instead, it acts like a frame or a folder on the screen, helping you organize related questions or instructions so the form is easier for your team to read and complete.

How It Works (Step-by-Step)

  1. Name Your Container: Open the component settings. Under the Display tab, enter a Label. This acts as the internal name for the container. If you don't want the name to show up on the actual form, check the Hide Label box.

    • Reference: See the red "Label is required" warning in the first Display screenshot.

  2. Set the Technical ID: Switch to the API tab. In the Property Name field, give the container a simple, unique shorthand name (e.g., "well" or "address_section"). This helps the system identify this specific box.

    • Reference: As shown in the API tab screenshot.

  3. Create "Show/Hide" Rules (Optional): If you only want this box to appear under certain conditions (for example, only if a user selects "Yes" to a previous question), go to the Conditional tab. You can set simple rules here to automate when the container is visible.

    • Reference: As shown in the Conditional tab screenshot.

  4. Add Advanced Automation (Optional): For more complex needs, the Logic tab allows you to add specific "if/then" behaviors to the container.

    • Reference: As shown in the Logic tab screenshot.

  5. Fine-Tune the Look: The Layout tab allows you to add specific HTML Attributes. This is typically used for advanced styling or adding a PDF Overlay if this form needs to map perfectly to a paper document.

    • Reference: As shown in the Layout tab screenshot.

  6. Review and Save: Always check the Preview pane on the right side of the window to see how your box will look. Once satisfied, click the green Save button.

Use Cases and Benefits

  • Grouping Personal Details: Place "First Name," "Last Name," and "Email" inside a Well to clearly separate contact info from the rest of the professional application.

  • Highlighting Instructions: Use a Well to hold a block of text or "Read Only" information that provides directions for the next section of the form.

  • Improving Form Flow: By boxing related fields together, you reduce "form fatigue," making long documents feel more organized and less overwhelming for the user.

  • Conditional Sections: Use a Well to hold five different questions that all stay hidden until the user triggers a specific "Conditional" rule, keeping the form clean.