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Form View

Overview​

The Form view renders a dynamic form for creating and editing records. Fields are organized into tabs and sections, with support for conditional visibility, validation, and custom layouts.

This view is the primary interface for detailed data entry and record editing.

Form layout​

Forms are structured hierarchically:

Tabs​

The top level of organization. Each tab appears as a clickable header. Use tabs to separate different aspects of a record — for example, "General", "Details", "Attachments".

Sections​

Within each tab, fields are grouped into sections. Each section can have a label and contains one or more fields.

Rows​

Sections can arrange fields in rows with one or two columns:

  • Single column — Each field takes the full width
  • Two columns — Fields are arranged side by side

Special sections​

  • Toolbar section — A toolbar row with action buttons
  • Special section — Custom layout areas for embedded content

Field display​

Each field in the form renders according to its component type:

  • Text fields show as text inputs
  • Select fields show as dropdowns
  • Date fields show as date pickers
  • File fields show as upload buttons
  • Linked Select fields show as searchable dropdowns
  • Linked View fields show as embedded sub-views
  • Checklist fields show as interactive task lists
  • And so on for all 19 component types

Required fields are marked with a visual indicator. Read-only fields display their value but cannot be edited. Hidden fields are excluded from the form entirely.

Conditional visibility​

Fields can be shown or hidden based on other field values. For example:

  • Show "Delivery Address" only when "Requires Delivery" is checked
  • Show "Discount Percentage" only when "Has Discount" is selected
  • Show "Custom Date" only when "Date Type" is set to "Custom"

Visibility conditions are configured per field in the form view settings.

Validation​

  • Required fields must have a value before the record can be saved.
  • Unique fields (text fields configured for uniqueness) are validated against all existing records, with optional case-insensitive and whitespace-trimmed comparison.
  • Date constraints can restrict to future dates only or enforce a min/max range.
  • Numeric constraints can enforce min/max values.

Form actions​

The form toolbar can include custom action buttons linked to workflow executions. These appear at the top of the form and trigger configured automations when clicked.