> For the complete documentation index, see [llms.txt](https://docs.work-relay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.work-relay.com/forms/form-components/working-with-form-components.md).

# Working with form components

## Overview

Form components are the building blocks used to construct and customize your form layout. They are accessible from the left-hand Items panel and categorized into four main categories:

* **Data Source Fields:** Object-bound fields tied directly to your underlying Salesforce records.
* **Virtual Fields:** Temporary, unbound fields used for calculations, intermediate user inputs or logic handling.
* **Options:** Structural, UI, and custom action elements (such as Sections, Buttons, Static Text, and Images) used to structure the form.
* **Related Lists**: tables used to view and manage child records directly on the parent form layout.

## Managing components

### Adding components

1. Open the Items panel on the left sidebar.
2. Expand the desired category (Data Source Fields, Virtual Fields, Options, Related Lists).
3. Drag and drop the component onto the form canvas.

<figure><img src="/files/mEMtXZNYqAqBfZzFb3ew" alt=""><figcaption></figcaption></figure>

### Reordering Components

Drag and drop any component to move it to a new section or position on the canvas.

<figure><img src="/files/QIVFiKU9nk7dQ9tjBtUS" alt=""><figcaption></figcaption></figure>

### Component Properties

Click on any placed component on the canvas to open its settings panel and configure component-specific properties (e.g., labels, visibility logic, or action behavior).

<img src="/files/sMAY5FlQcclgXJxdcgfc" alt="" class="gitbook-drawing">

### Removing Components

To remove an element, select the component on the canvas and click Delete from the quick menu or settings toolbar.

<img src="/files/i1BnstY7WxRUZed3xRLs" alt="" class="gitbook-drawing">

To remove multiple components select them using Shift key and click Delete button.

![](/files/958247b62d0d3d8b9d0896b5ed7af5547ddc7610)
