Simplified vs advanced editor
Unisoft offers two distinct editors to compose a form's content. The choice is made at creation (and can be changed later in the configuration), and then determines which interface opens when you click Edit Form Content from the profile.
Comparison table
| Criterion | Simplified Editor (recommended) | Advanced Editor |
|---|---|---|
| Target audience | Everyone | Experienced users or specific needs |
| Interface | Vertical list of fields with drag-and-drop | Free layout interface like a visual editor |
| Layout | Linear list (one field per row) | Sections, columns, side-by-side blocks |
| Multilingual | Yes, on each field | Yes |
| Conditions (show / hide a field) | No (limited to native validations) | Yes (full conditional logic) |
| Custom CSS | No | Yes |
| Advanced regex validation | No | Yes |
| Reusable fields (Block Forms) | Yes (dedicated Block Form field) | Yes |
| Learning curve | A few minutes | Several hours |
The Simplified editor (recommended)
This is the default choice and the choice recommended by Unisoft for the vast majority of cases.
How it works
The editor displays your form as a vertical list of fields. For each field you see:
- A handle on the left (grip-vertical icon) to reorder by drag-and-drop
- A type selector in the middle (grouped by category: Classic, CRM, Donation, Other)
- A trash icon on the right to delete
- Below the selector, the field's configuration panel (label, required, specific options)
Add new fields with the dedicated button at the bottom of the list. Each change is explicitly saved via Save changes at the top.
Available modules
The fields are grouped into four categories.
Classic
| Field | Use |
|---|---|
| Text Field | Free text entry (comment, motivation) |
| Dropdown | Single choice from several options |
| Checkbox | Acceptance of a condition, yes/no choice |
| Document Field | File upload (Image, PDF or ZIP) |
| Title | Separator text (5 sizes: Very Large → Very Small) |
CRM
| Field | Use |
|---|---|
| Contact Field | Update the contact record (beyond standard identity) |
| Child Field | Add one or more children to the submission |
| Hazkara Field | Memorial for a deceased person (yahrzeit) |
Donation
| Field | Use |
|---|---|
| Free Amount | The visitor enters the amount themselves (automatically enables payment if not already active) |
Other
| Field | Use |
|---|---|
| Block Form | Inclusion of a reusable module previously created. See Block Forms |
See Available fields for the detail of each field.
When to choose it?
- You want to create a form quickly
- Your form is a simple list of questions (survey, registration, contact form)
- You don't need to display fields side by side
- You don't need complex conditional logic
- You want to be able to easily edit the form in the future
The Advanced editor
For specific layout or conditional logic needs.
What it adds compared to simplified
- Sections and columns: organize fields into two or three columns side by side, create visual sections with colored backgrounds
- Conditional logic: show or hide a field based on a previous response
- Custom CSS styles: finely adjust the appearance (font, colors, spacing)
- Advanced regex validation: force a precise format on a field (registration number, postal code, local identifier)
- All simple fields + additional fields available only in this editor
How it works
The editor opens in a dedicated page (not in a modal) with a tools panel, a layout canvas and a properties panel. You work block by block by composing the page freely.
When to choose it?
- You need two columns side by side (for example: billing address on the left, delivery address on the right)
- Your form has many questions and would benefit from a visual layout
- You need conditions: "display question X only if the answer to Y is Yes"
- You need a custom regex validation
- You are comfortable with visual editors (like Wix, Webflow, Mailchimp)
How to switch between the two
The choice is made in the form configuration, on the Required tab of the wizard.
- 1
Open the form profile
From the list (
/app/forms/list), click the eye icon of a row to open the profile. - 2
Click Edit Form Configuration
Button in the profile's sub-header. The wizard opens in a modal.
- 3
Required tab
Edit the Editor type selector: Simplified Editor (Recommended) or Advanced Editor.
- 4
Navigate to the end and validate
Click Continue until the last tab, then Validate.
Effect on the "Edit Content" button
On the form profile, the Edit Form Content button opens:
| Chosen Editor type | What the button opens |
|---|---|
| Simplified | A modal window with the drag-and-drop editor (you stay in the profile context) |
| Advanced | A dedicated visual editing page (with automatic return to the profile on exit) |
No risk of confusion: the button always makes the right choice based on your configuration.
Recommendation
Always start with the simplified editor. Only switch to the advanced editor if you hit a concrete limit (need to display fields side by side, need a condition, specific regex validation). For subsequent changes, the simplified remains much easier to maintain.