Toolsets Editor
This page covers the features of Toolsets
Branding & Theme
Formwise Branding
You can toggle Formwise Branding On or Off. It wil hide any references in the page of Formwise. It will not change the shared link of your tool in the browser.
Category Folder Cards
Category Folder Cards will show a category rather than a list of tools upon page load.
When ON, the user will be able to search your categories seperately from your tools.
Category folder cards ON requires you to create categories and add tools to them.
Tool Count
If enabled and with Category Folder Cards ON. This will display the number of tools within a Category Folder.
Custom Logo
If a custom logo is uploaded, it will display the logo in the header next to the searchbar on desktop, or above the searchbar on mobile.
Hide Toolset Name
Hides the toolset name when viewing the toolset. We recommend turning this OFF when you have a logo uploaded.
If Custom Logo is OFF and Toolset Name is OFF the top bar will be hidden on desktop and mobile. It will only show the searchbar instead.
Categories
Add Categories here to make your toolset easier to use.
API Keys
You can either use the API key tied to your Formwise account, or you can specify a different API key to only be used when this Toolset is being used.
Domain Permissions
Allow All
Allow All is the default and allows your Toolset to be embedded on any website with no restrictions.
URL List
URL List will check the Allowed Websites you have defined when the page loads, and show or hide the Toolset if the URL hosting the Toolset matches any of the URLs you have defined in the list.
When using a URL List, viewing the Toolset directly is blocked as security feature. It prevents users from extracting the iframe URL from your website and circumventing any paywalls you have in place.
Allowed Websites
Case sensitive list of URLs which Formwise will check against if you have URL List selected.
Custom Domains
Allows you to set a custom domain for your Toolset. This works similar to an iframe and we do not recommend using this function when embedding your tool.
Embed & Share
Create Copy Link
Allows you to share a link with any user that allows them to make their own copy of your toolset. It will not share your API key if you are using one.
Embedding
Layout
Controls the width and height of the iframe.
Direct Link
A direct link to your Toolset. If you are using a URL List as specified in the Domain Permissions, this link will not work and you will have to share the site which is hosting your tool.
Advanced
Cached Responses
When enabled, Cached Responses saves the response to a question and will autopopulate the field if the user visits a form with the same question ID.
Delete Toolset
Deletes your Toolset. Does not affect your individual Tools.
Tool Settings
Categories
Adds your tool to a category.
Description
The description which is displayed on the Tool card when in the Toolset.
Locked
Controls whether the tool itself is locked. This is useful for when you have multiple variations of a toolset for separate tiers of your paywalled platform.
Use Alternative Description
If Locked, display an alternative description. This is useful if you want to tell the user this is only available on specific plans.
Description when Locked
The alternative description when "Use Alternative Description" is checked and the tool is locked.
Use Uploaded Icon
Overrides the Lock icon when a tool is locked. It also overrides the built-in Formwise icon library if you have selected one.
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