How to Add and Arrange Sections on a Plan Details Form in OnePlan

Direct Answer: How to Add and Arrange Sections on a Plan Details Form in OnePlan

To add a section to a Plan Details form in OnePlan, open the Form Editor for the Plan Type, select the Content button, go to the Sections tab, choose a section layout, and drag it onto the form. Select Save, then select the ⋮ (kebab) menu in the section header to edit its name, colors, and column headers. To rearrange a section, drag its header to a new position. To delete one, select Delete from the kebab menu. Select Save after every change.

What This Article Covers: Plan Details Form Sections

This article explains how to add, format, rearrange, and delete Sections on a Plan Details form. Sections are the layout containers that hold the fields and elements on each page of the form.

What you will accomplish By the end of this article, you will be able to add a section to a Plan Details form, format its header and columns, and rearrange or delete sections.

Before You Begin: Working with Sections

Before you begin, make sure you have:

• A OnePlan account with Owner permissions
• The Plan Details App installed
• Access to the Form Editor for the Plan Type you want to change. See How to Configure Plan Detail Forms in OnePlan.

Why This Matters: Plan Details Form Sections

Context: Sections Organize the Form

Sections make up the main layout of a Plan Details form page. Each section has a layout with one or more columns, an optional header, and formatting such as colors. Grouping related fields and elements into well-named sections makes the form easier for users to scan.

Step-by-Step: Working with Sections in OnePlan

Task: Add a Section

Starting from the Plan Details Form Editor:

1. Select the Content button to open the Content panel.
2. Go to the Sections tab.

3. Choose a section layout from the list, then drag and drop it onto the form.

   Note: You cannot change a section’s layout after adding it to the form.

4. Close the Content panel using the X in the top right corner, then select Save. ### Task: Format a Section

Starting from the Plan Details Form Editor:

1. Select the ⋮ (kebab) menu in the section header, then select Edit to open the Edit Section panel.
2. Complete the Edit Section form:
   • Section header formatting:
     • Name — Enter a name for the section.
     • Section Collapsed — Check to have the section collapsed by default.
     • Show Header — Check to display the section header on the form.
     • Text Color — Use the color picker to set the section header text color.
     • Background Color — Use the color picker to set the section header background color.
     • Additional CSS — Enter any additional CSS to apply to the section.
   • (Optional) Column header formatting — Columns are components within a section:
     • Name — Enter a name for the column.
     • Text Color — Set the column header text color.
     • Background Color — Set the column header background color.
3. Select Update to apply your formatting, then close the Edit Section panel.
4. Select Save.

To edit a section later, select the ⋮ menu in the section header, select Edit, update the formatting, select Update, then select Save.

Task: Rearrange Sections

Starting from the Plan Details Form Editor:

1. Select and hold a section header.
2. Drag and drop the section to the location you want.
3. Select Save.

Task: Delete a Section

Starting from the Plan Details Form Editor:

1. Select the ⋮ (kebab) menu in the section header, then select Delete.
2. Select Yes to confirm.
3. Select Save.

Frequently Asked Questions: Plan Details Form Sections

Q: Can I change a section’s layout after adding it to a Plan Details form in OnePlan? A: No. In OnePlan, you cannot change a section’s layout after you add it to the form. Delete the section and add a new one with the layout you want.

Q: How do I rename a section on a Plan Details form in OnePlan? A: In OnePlan, select the ⋮ (kebab) menu in the section header, select Edit, change the Name, select Update, then select Save.

Q: How do I display charts on a Plan Details form in OnePlan? A: In OnePlan, add a Dashboard Section from the Sections tab of the Content panel and add widgets to it. See How to Add a Dashboard Widgets Section to a Plan Details Form in OnePlan.

What to Do Next: Plan Details Form Sections

Get started with related tasks: - How to Add and Configure Fields on a Plan Details Form in OnePlan - How to Add Tables and Other Elements to a Plan Details Form in OnePlan - How to Add a Dashboard Widgets Section to a Plan Details Form in OnePlan

Learn about related topics: - Plan Details Forms in OnePlan - Admin Overview - Plan Details Form Configuration in OnePlan - Guided Workflow