Forms in Table Builder

On the Forms tab in Table Builder, you can visually create, configure, and customize the different form views for your users using the form editor. The views that you define contain the elements that appear when a user opens that form or list.

Form View

A form view defines the elements that appear to a user when the user opens a form or list. Each form has a default view, but you may want to create several different form views for different groups of users.

In Table Builder, you can customize multiple views for a form for the different users who input data or view the form. You can also customize the default form view for everyone.

Explore the following major areas when you configure a form or list:

• Form view selection
• All form views list
• Form layout
• Form fields
• Form annotations
• Formatters
• Embedded lists

Basic form navigation

The Forms tab consists of the following four major areas:

• Top navigation menu
• Add form elements panel
• Form editor
• Configuration panel

The following table contains a list of some of the other basic navigational elements within the Forms tab in Table Builder.

Form view selection

Select a form view to work with from the form view list in the form editor.

Note: You can also select a form view from the Additional actions menu on the Forms tab.

See Choose a form view in Table Builder.

All form views list

Select All form views from the Additional actions menu to the right of the Forms tab to browse a filterable list of form view cards (vertical ellipsis). This page allows you to create complex filtering and sorting if you have a great deal of form views to navigate.

You have the following options for finding a desired form view if you have a large list of them.

Form layout (sections)

A view is composed of sections that group the data elements that you want displayed.

You can add multiple sections and change the layout of each section into one or two columns. A section is where you can group the data elements that you want to display for a form view. These elements include form fields, annotations, formatters, and embedded lists.

See Customize your form layout in Table Builder.

Form fields

When you select a table in Table Builder, the available fields are displayed in the form elements panel. You can create fields for the table or configure the fields and their properties.

By dragging these fields into the form editor, you can then visually arrange these fields on the form view you have selected.

See Add fields to a form layout in Table Builder.

See Modify field properties in Table Builder form editor.

Form annotations

A form annotation is an additional piece of information on a form, such as a line or paragraph of text.

For example, you may want to add instructional text for a particular section on the form. By using Table Builder, you can add a form annotation to the view that displays on-screen instructions on how a user should enter information.

See Create form annotations in Table Builder.

Formatters

A Formatter is a read-only element in a form that displays additional information about the selected table record. Unlike fields, formatters are not editable.

See Using formatters.

By using Table Builder, you can visually drag any of the displayed formatters onto the form editor and arrange them.

See Add formatters in Table Builder.

Embedded lists

You can use an embedded list to display the data for a selected related list on a form. A related list shows the records in the tables that have relationships to the current record. For example, for a form view that references a Problem table, you might want to display a list of locations that are impacted by a selected problem.

With Table Builder, you can visually drag a list from the Embedded Lists tab of the form elements panel onto the form editor, and then arrange them.

By adding an embedded list to a form, you enable your users to view or edit the related list without needing to navigate away from the form. Changes to the data in the list are saved when the user saves the form.

See Add embedded lists in Table Builder.

• Choose a form view in Table Builder
  Choose existing views, duplicate views, or create entirely new views for form users in Table Builder.
• Customize your form layout in Table Builder
  Visually design the look of the forms your users see by customizing form views in Table Builder.
• Add fields to a form layout in Table Builder
  Visually add and arrange fields within a form layout to create a form that matches your requirements using Table Builder.
• Modify field properties in Table Builder form editor
  Modify basic field properties for the fields that display for users in a form view from within the Forms tab in Table Builder.
• Create form annotations in Table Builder
  Add instructional text and other design elements to your forms by using form annotations in Table Builder.
• Add formatters in Table Builder
  You can add form elements that display non-field information to users by adding a formatter in Table Builder. For example, you may want to display a Comments field where users can add comments to a displayed form.
• Add embedded lists in Table Builder
  Add an embedded list using Table Builder to display data for a selected related list on your form. A related list shows the records in the tables that have relationships to the current record. For example, for a form view that references a Problem table, you might want to display a list of locations that are impacted by a selected problem.
• Preview your form
  Previewing and saving your form in Table Builder.

Parent Topic:Using Table Builder