Maestro Editor Overview

   MaestroPreviously known as Transact Maestro.  |   Form Builder |  |   18.05 This feature was updated in 18.05.

Maestro comes with the Maestro editor for creating and managing forms, components, templates, receipts and related assets and libraries. You use this editor to build complex web applications, such as onboarding customer journeys.

You can create four types of designs:

  1. Forms - web applications designed to capture data from applicants.
  2. Receipts - documents of record that provide organizations and applicants with a reference of their submitted data.
  3. Templates - used to provide a consistent look and feel to multiple forms and receipts.
  4. Components - modular building blocks that can be drag and dropped into forms, receipts, and templates.

For more information, see design types.

When you view forms or assets in Maestro and want to start working on a selected form, you click Edit Form Version that opens the form in the Design mode in the Maestro editor.

You visually arrange components within a design by dragging and dropping components and updating their properties using the central part of the editor - the Wireframe, which is Maestro's WYSIWYG editor.

The Maestro editor consists of several panes allowing you to perform specific editing and configuration tasks. The editor comes with the default panel structure and layout, which is configured to display one pane on each side of the editor's central window. However, you can use the toolbar functions to change the layout to display more information or less depending on your editing task at hand.

Toolbar

The Toolbar is located at the top of the editor. It contains a range of options for interacting with the current design. Most of the options are available for all types of designs, but some options are only available based on the type of design being edited. It has a slightly different layout when you work on a form, a component, or a template, as shown below:

Form

Receipt

Template

Component

For more information, see Design Mode Toolbar.

The Toolbar provides the following functionality, which you need to efficiently work with Maestro's forms, components, and templates:

  • shows or hides the left panel and shows or hides the right panel.
  • displays two panes side by side or clear it to show only one pane. This is beneficial for larger screens as you can adjust the size of the panes according to the screen width.
  • Maestro editor with 2 panes side by side

    If you have a larger screen, the four-tab view can be extremely powerful. On the left side, this allows you to drag and drop components from the Palette pane directly onto the form. Many seasoned Maestro developers find this a quicker and easier way to add components. You can also double-click the component from Palette for even faster additions. On the right side, this allows you to view the Properties and Styles panes together, which can also make editing a little faster.

  • Design switches to design view in the editor, that is where a form is displayed when you open it from the Maestro Dashboard
  • Code shows the code view in the editor
  • Preview checks how a form will look when it's built
  • Save updates a form's content
  • Build a form version
  • Publish a component
  • Undo and redo actions, as well as cut, copy and paste of a selected components
  • Delete a selected component
  • Form Options shows you additional form configurations
  • Component Options shows you additional component configurations while working with a component
  • Brand allows you to select a brand you want to modify while working with a template
  • Translation applies multiple languages to a form
  • History views the history of the asset and undo recent changes made to a form
  • Settings Menu applies various configuration options to a form
  • Close closes an open form

Left Panel

The left panel of the editor includes the following panes:

  • Palette Pane displays all available components. All listed components are available to be added to a Maestro asset.
  • View Pane provides a hierarchical structure of the form, which is particularly useful with larger forms, where finding components can be difficult. This pane replaces the Structure pane.
  • Model Pane displays data models and is used to manage and share domain models.  |  18.05 This feature was introduced in 18.05.
  • History Pane shows a history of every action that has been performed in the current editing session.  |  Removed in 17.10This feature was removed in 17.10. Use the History button instead.
  • Editor pane shows an editable preview of component's properties on the right side of the window.

All panes in the left panel have the following controls:

Icon Label Description
Search Input
Expand All
Collapse All

Right Panel

The right panel of the editor includes the following panes:

  • Properties pane displays the properties and business rules of a selected component. The properties vary depending on a type of the selected component. Some properties can contain rich text content which you can modify using the built-in rich text editor.
  • Styles pane provides options to customize the look and feel of a component. It's recommended using a template to create and modify form's styles.
  • Integration pane allows you to control the underlying data representation of a selected component. This pane replaces the Data pane.  |  17.10 This feature was introduced in 17.10.

Views

The Maestro editor comes with the following views, also called modes, which help you create various Maestro assets:

  • Design view is the default view, which is displayed when you open a new asset, and it is where you work with the open form, template, and component.
  • Code view allows you to view, create and modify all business rules.
  • Preview mode shows how a form will look when it is built. This is a working preview of the form that allows you to check the added components and some functionality without having to build a form.

Help

The Maestro editor provides you with the same help options as the Maestro Dashboard, plus the following addition option:

  • Show Form Details to view more information about an open form, template or receipt.

Next, learn about the Properties pane.