Create Form Builder

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Overview

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Getting Started

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Creating a New Create Form

1. Navigate to Apps → Create Form Builder
2. Start with a blank form or select from available templates
3. Add sections to organize your form structure
4. Drag fields from the field library to your sections
5. Configure field properties and validation rules
6. Preview your form to test the user experience

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Form Structure for Record Creation

Create Form
├── Section 1 (e.g., "Basic Information")
│   ├── Field 1 (e.g., "Title")
│   ├── Field 2 (e.g., "Customer")
│   └── Field 3 (e.g., "Owner")
└── Section 2 (e.g., "Details")
    ├── Field 1 (e.g., "Description")
    └── Field 2 (e.g., "Priority")

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Working with Sections

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Adding Sections

1. Click the Add Section button
2. Enter a section name (e.g., “New Feature Request”)
3. The section appears in your form layout
4. Drag fields into the section as needed

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Section Management

• Reorder sections: Drag sections up or down using the handle
• Rename sections: Click on the section title to edit
• Delete sections: Use the section options menu
• Collapse/expand: Click the section header to minimize

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Field Configuration

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Available Field Types

• Text fields: Single-line text input for titles, names, IDs
• Multi-line text: Large text areas for descriptions and detailed information
• Dropdown menus: Selection from predefined options like status, priority, category
• Date fields: Date and time pickers for deadlines, start dates
• Number fields: Numeric input with validation for quantities, budgets
• Status fields: Predefined status options for workflow states
• User fields: Team member selection for ownership and assignments
• Relationship fields: Links to other records for dependencies

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Adding Fields to Sections

1. Locate the desired field in the Fields panel
2. Drag the field into your target section
3. The field automatically appears in the section
4. Configure field properties using the options menu

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Field Properties

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Layout Options

• Full Width: Makes the field span the entire section width
• Grid Position: Controls field positioning within the section

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Validation Rules

• Required Field: Makes the field mandatory for record creation
• Helper Text: Adds guidance text below the field
• Validation Rules: Custom validation logic for field values

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Field Behavior

• Default Values: Pre-populated field values for new records
• Conditional Logic: Show/hide fields based on other field values
• Field Dependencies: Link fields to update based on selections

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Form Preview

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Live Preview Mode

• See exactly how your create form will appear to users
• Test field interactions and validation
• Check mobile responsiveness
• Validate form flow and user experience for record creation

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Testing Your Create Form

1. Click Preview to enter preview mode
2. Fill out fields to test validation rules
3. Check required field indicators
4. Verify section organization and flow
5. Test on different screen sizes

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Best Practices

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Create Form Design

• Logical grouping: Organize related fields into sections that make sense for record creation
• Clear labeling: Use descriptive section and field names that users understand
• Progressive disclosure: Start with essential fields needed to create the record, add optional ones later
• Consistent spacing: Maintain uniform field spacing and sizing

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Field Organization for Record Creation

• Required fields first: Place mandatory fields at the top of sections
• Natural flow: Order fields in a logical sequence that follows your business process
• Minimal sections: Avoid creating too many small sections that fragment the creation process
• Related fields together: Group dependent fields in the same section

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User Experience for Manual Record Creation

• Clear instructions: Use helper text for complex fields that users might not understand
• Reasonable defaults: Set sensible default values where appropriate to speed up record creation
• Mobile-friendly: Ensure forms work well on mobile devices for field users
• Validation feedback: Provide clear error messages to prevent incomplete records

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Advanced Features

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Conditional Logic

1. Select a field that will trigger the condition
2. Define the condition (equals, contains, greater than, etc.)
3. Specify which fields to show/hide based on the condition
4. Test the logic in preview mode

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Custom Validation

• Data format validation: Ensure proper email, phone, or ID formats
• Range validation: Set minimum/maximum values for numeric fields
• Custom regex patterns: Validate against specific patterns
• Cross-field validation: Validate relationships between multiple fields

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Integration with Workflows

• Approval processes: Route newly created records through approval workflows
• Automation rules: Trigger actions when records are created through the form
• Notifications: Send alerts when new records are created
• Data pipelines: Connect form data to external systems

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Troubleshooting

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Common Issues

• Ensure the field is properly dragged into the section boundary
• Check that the field type is compatible with the section configuration

• Refresh the preview mode
• Check for unsaved changes in the form builder

• Verify that required fields are properly marked
• Test validation logic in preview mode
• Check for conflicting validation rules

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Performance Considerations

• Large forms: Consider breaking very large create forms into multiple pages
• Complex logic: Excessive conditional logic can impact performance
• Field count: Monitor form load times with many fields