• Name - Name of the Form in the list of forms.

• ID - System Id of the form. Used when you need to refer the form from other places. Value is read-only and becomes populated after form has beed saved first time and reloaded in builder. This field is not visible when you create a form.
• Description - Description. Not mandatory.
• Data Source Object - Select the object which you want to work with in the current form. When Data Source selected, all fields from the object will become available for adding to the Form on Items Tab.
• Multi Page Form - Check this checkbox if you want to have many pages on the form (in this case form will look as wizard). The page will be visible only if it has at least one visible component inside.  
• CSS Styles - Allows to customize form appearance with using CSS. Click to show a proper popup (1). You can customize each component on the form separately and even write own styles for necessary elements, even not for form. Select Component, add to the input and add CSS rules inside of curly brackets. 

• Show Navigation Panel - this allows to show/hide navigation panel which allows to navigate between forms if you redirect to other form from the current one.

• Save Form on Proceed Step - if checked Form will be saved when user clicks Proceed on Step.
• Save Form on Proceed Issue - if checked Form will be saved when user clicks Proceed on Issue.
• Use Standard FLS Settings - if checked Form will render sObject fields in accordance with Field Level Security settings for the current user's profile (available starting 4.1 release).

Field behaviour when 'Use Standard FLS Settings' turned on:

• If field is not visible for current Profile in FLS, it won't be displayed in Data Source Fields form builder section (so it could not be added to the form canvas) and in Form Renderer.
• If field was added to the form, and after that Profile got updated so that field is not visible for user, field will be displayed on the canvas in Form Bulder, but won't be visible in Form Renderer.
• If field is visible but not editable for profile, Form Renderer will display field in read only mode.

Allows to show/hide specified buttons in Edit/View mode of the form and change some their properties. 

Also you can customize each button Label. 

Click Settings icon next to the button to change the label. Some buttons allow to set additional functionality.

Save - allows to add confirmation message on form Save. It allows to specify the following settings:

• Label - change text on the button.
• Show on edit layout - may be turned off on form that shown with editable fields. Is usable in situations when user wants to override standard Save function with custom actions.
• Confirmation message - allows to modify message that will be shown after form saving.
• Disable Validation available from release 6.0 - allows to ignore all specified validation rules on this form elements.
• Extended fields available from version 6.0 - allows to specify extended fields (fields to be passed and saved in spite of their absence on the form).

Close - just closes the form without saving changes. Has only Label and Show on edit layout options to configure.

Reset - reverts form fields to values they got from server on from load. Has only Label and Show on edit layout options to configure.

Record View - allows to Open the record which data form is displaying. Has these options to configure:

• Label
• Show on edit layout
• Show on view layout - may be turned off on form that shown with readonly fields. Is usable when no need to show this button.
• Open in New Window - specify if record will be shown in new window or current.

Go To Dashboard - opens the Work-Relay Task Manager Dashboard and shows layout for current task/step. Has Label, Show on edit layout and Show on view layout options to configure.

Allows to set heading for the form in each mode. By default there are "New Form" texts, you can change it to any necessary. Merge fields are supported here: 

Allows to handle the form events.

Click "Add New" to add event handler.

Events can be executed in different cases:

• OnLoad - when the form is loaded
• OnBeforeSave - action will be executed when user clicks Save or Proceed (if Save on Proceed selected). It will run before the form is saved.
• OnAfterSave - action will be executed when user clicks Save or Proceed (if Save on Proceed selected). It will run after the form is saved. 
• OnActivate - action will be executed when user navigates between forms from Navigation Panel.