Form

Forms let users enter and view structured information for specific workflows, supporting fields like text, images, and buttons, with options for visibility, requirements, and automation.

Introduction

Forms allow you to easily add and customize fields to suit your workflow needs. You can also enable automation to streamline data handling and trigger actions based on specific conditions.

To start customizing a form, go to 'Studio', click on "Default (create + edit + view)" and then click on the form icon to begin the form customization process.

Usage

There are two main usages for forms:

Form Field Customization

Enhance the form by adding and configuring fields like text, images, and buttons to capture relevant data. Fields can be rearranged by dragging the six-dot icon, removed, or permanently deleted. Users can also rename fields to better fit their needs.

In addition to the information types, various form elements can be used to enhance functionality and user experience. These elements include:

Elements	Description
Content	Display text with text formatting tool
Image	Insert an image into the form
Empty Space	Create blank space for separation
Section	Group related fields under a section
Collapse	Collapsible sections for better organization
Tab	Tabbed navigation for organizing fields
Column	Layout control to organize fields in columns
Control/Input*	Fields that have more configuration settings (Mobile QR Scan)
Button*	Interactive buttons to trigger actions ()

* indicates element is in Beta testing

After adding the desired fields and elements, you can further customize them by clicking the small configure icon that appears when hovering over the field name. This allows you to modify various details, including:

• Label (Optional): The text label displayed for the field.

• Description: A brief explanation or instruction to clarify the field’s purpose.

• Type: The selection of the appropriate information type (e.g., text, number, date).

• Filter Form Data (BETA): Allows filtering of form data based on certain criteria.

In addition to these configuration options, you can set formulas for each field to control how they behave. The following formulas are available:

• Formula: Define the calculation or logic for the field.

• Required: Ensures the field must be filled before submission.

• View only: Makes the field non-editable.

• Visible: Determines whether the field is displayed to the user.

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Automation Integration

With automation, users can optimize workflows by automatically triggering specific actions when defined conditions are met. This streamlines tasks, enhances efficiency, and ensures that no steps are missed in the process. Users can configure automation by selecting:

Entry: Choose the entry that the automation will apply to.

Activity for Entry: Specify the actions to be performed for the selected entry.

Tools: Select the automation tools available for use:

• Actions: Define the actions that will be triggered as part of the automation process (e.g., sending an email, updating a status).

• For: Specifies the target or object of the action.

• Conditions: Set the criteria or rules that must be met for the automation to run (e.g., specific field values, status changes).

• Triggers: Define the event or action that will activate the automation (e.g., form submission, field value change).