Palette Pane

   MaestroPreviously known as Transact Maestro.  |   Form Builder |  5.1 & Higher This feature is related to 5.1 and higher.

The Maestro editor comes with the Palette pane that shows all available components you can use to build Maestro forms for different customer journeys. The components are Native, Custom Native, Shared Exchange components and they are listed by categories to help you find them easily. The components available to a design depends on the libraries available to that design's project and organization. The receipt design types has access to fewer components, as some components don't make sense to include in flat, uneditable documents.

To view a form in the Palette pane:

1. Open a form or a template in the Maestro editor and click the Palette tab.



2. Find a component you need. Components are grouped by categories according to their functionality. You may need to use the arrow to expand a category to see all available components. Alternatively, type a part of component's name in the search box. Use the down and up arrows to expand and collapse the selected categories.
   Note

   The list of displayed components may be different for different customers, or even different projects. This is because the Maestro editor might have been customized.

3. Right-click the component and select one of the following options:
Note

Some of these options are available when right-clicking a component in the View pane.

• Add Below [COMPONENT NAME] to add the selected component into the wireframe, below whatever component is selected in the View pane.
• Add Within [COMPONENT NAME], Below [COMPONENT NAME] to add the selected component into the wireframe as the last child of whatever component is selected in the View pane.
• Info for [COMPONENT NAME] to view details, such as library name, library type and library number, about the library the component is published to.



Note

You can see additional details about components and their properties when you start using them in your design.

• Available Styles for [COMPONENT NAME] to view and modify the list of shared styles that the selected component can access to.



You can also do one of the following:

• Click the X against a style to remove it from the list.
• Select a new style from the Make another style available dropdown list to add a style and click Save.
• Add to Favorites to add the regularly used component to the Favorites category for easy access.
• Remove from Favorites to remove the selected component from the Favorites category.
• Exclude from Palette to prevent the component from appearing in the Palette pane. This option is only available while editing a template. A Template Designer can control which components are available to a Form Builder by excluding them from or including them in the Palette.
• Include in Palette to add the component back to the Palette pane, if it has been previously excluded, see the option above.
4. Click Save to update the component's changes in the form or the template.

Next, learn about the view pane.