Skip to content

The form editor

Calling up the editor

In the form editor you create and edit a form learning resource. You open the form editor as owner of the form learning resource, as learning resource manager or as administrator. The following three ways lead into the editor.

Option 1: Create a new form in the authoring area

For a new form learning resource, open the menu "Create" in the authoring area and select "Form":

Authoring > Create > Form

Menu Create expanded, highlighted are the button Create and the entry Form below Course, Course from template and Test, followed by Resource folder and the other learning resource types

Enter a title and click "Create". OpenOlat then opens the settings of the new form learning resource. You switch to the form editor via Form > Administration > Form editor.

Option 2: Open an existing form in the authoring area

You find an existing form learning resource in the authoring area, for example with the filter "Type" and the entry "Form".

In the search result, click on the 3 dots at the end of the line and select the entry "Form editor" in the menu.

Authoring > Search for form learning resource > Menu under the 3 dots > Form editor

Filter Type expanded, highlighted are the filter Type, the ticked entry Form and the button Apply

Option 3: Select or create a form in a course element

In a course, you integrate a form learning resource via the course element "Form". Insert the course element in the course editor and click "Choose, create or import" in the tab "Form". There you select an existing form learning resource from the authoring area, import one or create a new one.

Course editor > Insert course elements > Form > Tab "Form" > Choose, create or import

Course element Form still without a form, highlighted are the element in the course menu, the tab Form and the button Choose, create or import

Once a form is integrated, the button "Edit" in the tab "Form" opens the form editor. You open the form editor from other course elements in the same way, for example from the course element "Survey".

You recognise the open form editor by the hatched header, the toolbar with "Administration" and "Question rules" below the bread-crumb navigation. The hatching shows that you are editing the form and not seeing the view in which it is filled out. The course editor, the test editor and the editor of a CP learning content carry the same marking.

Tip

A form learning resource can be used in very different ways. Consider its later use already in the title, for example with a suitable abbreviation at the beginning. This way you find the form faster later and assign it more easily.

To the top of the page ^


Creating a form learning resource

A new form already contains a layout with one column. You can insert the first content elements there directly. You add further layouts with the button "Add a new layout".

New form in the form editor with the default one-column layout, the entry Form editor in the breadcrumb navigation and the button Add a new layout highlighted


Insert layout

A form is structured in layouts that reflect the page structure.

A layout is a superordinate block that enables different structuring of the content using columns and rows. Any number of content blocks (content elements) can be added within a column and row.

The following layout templates are currently available:

Nine layout templates with one to three columns and rows in various combinations

To the top of the page ^


Edit layout

You define the settings of a layout in the inspector, a window that opens for the marked layout or content element. To do so, select the layout and click the gear icon at the top right of the selection frame.

The icons next to it duplicate, delete or move the layout.

Gear icon on the layout highlighted, the inspector with the tabs Layout, Name and Style offers nine layout templates to choose from

Can I change an already existing layout?

Yes. If you select a layout template with fewer columns in the inspector, OpenOlat moves the content elements of the dropped columns into the last remaining column. If you delete a layout with content, OpenOlat asks in the dialog "Delete layout" whether you delete the content as well ("Delete everything") or move it to the layout above ("Only delete the layout and move the content"). For the first layout, the content moves to the layout below.

To the top of the page ^


Insert content elements

Each area of a layout has its own button "Add content". The new content element appears in the area in which you click the button. An area holds any number of content elements.

Layout with three areas that already contain a title, text and questions, the button Add content highlighted in each area

To the top of the page ^


Available content elements

The dialog "Add content" arranges the content elements in the groups Text, Question type, Organisational, Media and Other & design.

Content elements in the groups Text, Question type, Organisational, Media and Other & design

What the individual content elements can do and how you configure them is described on the page Form elements.

To the top of the page ^


Edit content elements

As with the layout, you define the settings of a content element in the inspector. On larger screens, it opens to the right of the selected content element. The gear icon shows and hides it.

You can move the inspector by its title bar. If you select another content element, it jumps back to its initial position.

Inspector of a text element to the right of the block, in the tab Style the selection Columns and the switch Alert box

Which options the inspector shows depends on the content element.

Example inspector for the title, "Style" tab

Here you can select a predefined font size for the title.

Drop-down Size with the value h3 for the font size of the title

Example inspector for the title, "Layout" tab

Here you select under "Spacing" how much room the content element keeps to its neighbours, comparable to an empty frame around the content element.

Drop-down Spacing with Default, No spacing, S to XL and Custom

To the top of the page ^


Move content elements

When you select a content element, some icons appear at the top left, among them a double cross. Use the double cross to drag the content element with the mouse button held down to another place in the layout, also into another area.

Double cross in the toolbar above the selected text element highlighted

To the top of the page ^


Configure Form

You define settings for the form learning resource as a whole, such as title, description or sharing, outside the form editor. Select:
Form > Administration > Settings

Menu Administration in the form editor expanded, the entry Settings highlighted, below it the entry Form editor

In the same menu, the entry "Form editor" opens the editor again at any time: Form > Administration > Form editor. What this entry is called for other learning resources is described under Editor entry.

As with other learning resources, the settings are organised in tabs, among others:

  • Metadata tab (e.g. title, reference, license, etc.)
  • Info tab (e.g. cover image, description, main language, etc.)
  • Share tab (e.g. intended use, referenceability by other authors, etc.)

Important

If you use the form only in your own courses, you do not need to set up the tab "Share". It becomes important when other authors are to integrate the form into their courses or when you use it as a stand-alone learning resource.

To the top of the page ^


Tips for using the form editor

Three hints make it easier to build a form:

  • In the content element "Rubric" you enter questions and answers together. For the other question types, you write the question in a content element "Text" and add the answers with the appropriate question type.
  • With Question rules you build branches into a form: a layout only appears if a certain answer was selected.
  • In the inspector, give a name to the layouts, single choices and multiple choices that you use in question rules. This way you recognise them when you create the rules.

To the top of the page ^


Further information

Course Element "Survey"
Form elements
Detailed View of Learning Resources
Question rules in forms
How do I create a form learning resource?
The form element rubric

To the top of the page ^