Forms
The Forms tab manages form definitions included in the building block. Forms defined here can be linked to user tasks in the building block's processes.
Configuring forms
Go to Admin > Building blocks
Click on a building block to open its configuration
Click the Forms tab
The forms list displays all forms included in the building block. Each row shows:
Name
The form definition name
Read-only
Tag indicating if the form is read-only (imported forms)
Creating a form
Click the Create button in the action bar
Enter a name for the form
Click Create to open the form builder
Editing a form
Click on a form row to open the form builder.
The form builder has three tabs:
Form builder
Visual drag-and-drop form designer
JSON editor
Direct JSON editing of the form definition
Output
Preview of the form's JSON output
The left panel contains available field types organized by category:
Basic — Text Field, Text Area, Number, Select, Checkbox, Radio, Button, etc.
Advanced — Email, URL, Phone Number, Date/Time, etc.
Layout — HTML Element, Content, Columns, Panel, Tabs, etc.
Data — Hidden, Container, Data Map, etc.
Premium — File, Nested Form, etc.
Drag fields from the left panel onto the form canvas to add them. Click on a field to configure its properties.
Click Save to save changes to the form.
Uploading a form
Click the Upload button (icon next to Create)
Enter a name for the form
Click Create to open the form builder
Use the JSON editor tab to paste an existing form definition
Click Save
Deleting a form
Forms can be deleted via the overflow menu (three dots) on each row. Read-only forms and forms in finalized building block versions cannot be deleted.
Form scope
Forms in a building block are scoped to that building block. They can reference fields from the building block's document schema and will be available for process links within the building block's processes.
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