I am having the same problem with the panels. I have a form already created with a bunch of controls already in place. I try to add the panels to the form, but cannot get the controls to link to the panel. For some strange reason, I was able to get one contol to link to one panel, but now I cant remove it. Getting very frustrated. I have white space all over the place and know the panel thing will help, but I cannot figure it out. Any help out there on how to connect the control to the panel would be GREAT! The nintex help section is not helpful in this instance. I've done TONS of searches on the internet as well. Thank you!
just catch the control with a mouse, move and drop it onto panel. panel should get a bit darker when ready to enclose the control.
when you move the control with arrow key then it must not leave panel boundaries.
to remove the control from panel, again just catch it by mouse and drop it outside the panel.
Thank you very much! Finally got it to work. This stuff can be tricky. Now that I got my controls in panels, I'm having problems with huge spaces between the panels. Have any idea how I can fix this? It goes down the whole length of the form, shows a few more controls and then shows the save button. Any help would be much appreciated!
Jade, try these methods and save them somewhere for your team to access. I'm not entirely sure whether they apply to Nintex Forms in O365 but they certainly do for on-premises Nintex Forms. I think Method 1B might apply in your specific scenario (I added bold and emphasis). These methods have worked like a charm for me.
Use Panels to contain your fields and then apply the show/hide rule to the panel instead of the individual fields. Ensure the panel spans the width of your form. What will happen is the form will collapse to fill in the panel space if the panel is hidden. You may need 1 panel per field row to get it right.
IMPORTANT RULES (both may need to be applied):
(A) Add spacing between panels and also between fields within the panel (e.g. 5 pixels), otherwise even with panels it can still cause gaps in the form.
(B) Sometimes you will need to create duplicates of the same form "rule" to apply separately to each panel. If you use the same show/hide rule for two panels simultaneously it may leave a big empty space where the panels are or cause overlapping of fields. I've seen this happen many times. As a workaround, just copy the rule formula and add a #2 (etc) to the end of the name.
Be sure that your controls (and/or panels) have the "nf-section" CSS class added to them. Add this to the control's "CSS class" property. I think this is critically important for the Nintex Forms containers to work properly at runtime so that the form space pixel height is reserved and recognized. You may sometimes get away with not using this CSS class if you're lucky, but best practice is to always have these especially if vertical alignment is important.
The "nf-form-label" isn't adequate to solving this issue because it doesn't reserve vertical space on the form. It's not a "section" per say, so it shouldn't logically be attempting to reserve vertical space.
Use the rule formatting "Disable" option instead of hiding fields. It grays out the field although it's less obvious for text fields.
Thank you for the response! Method one worked perfectly for me! I had to go move everything to separate panels, add more spacing between the controls and panels, and then created rules for each panel/action. It was a lot of work, but the formatting finally fixed itself!
I then had a problem with making some of the fields required because of when some were hidden. Even if they weren't visible on the front end, they would still be required on the back end. I wonder if utilizing this disable feature (option 3) would help with this problem?