Forms

The Forms tab lets you manage the Form.io form definitions available for the case. These forms are used as start forms, user task forms, and other form-driven steps within the case's processes.

Each form definition is a Form.io form: a JSON structure describing input fields, layout, and validation, built with a drag-and-drop builder. Forms can be created from scratch, uploaded from a .json file, or duplicated from an existing form.

Some forms are marked Read-only — for example, forms that are deployed from the classpath as part of a case's default configuration. Read-only forms can be viewed and downloaded but not edited, uploaded to, or deleted.

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Configuring forms

1

Expand Admin in the left sidebar

2

Click Cases under the Configuration section

3

Click a case definition to open it

4

Click the Forms tab

The list shows every form definition available to the case, with its Form name and whether it's Read-only. Use the search field to filter by name.

Forms can only be created, uploaded, duplicated, or deleted on a draft case version. Published versions are read-only.

Creating a form

1

Click Create Form

2

Enter a Name for the form

3

Click Create

An empty form definition is created and opens directly in the form editor.

Uploading a form

To upload an existing form definition from a .json file:

1

Click the upload icon in the toolbar, next to Create Form

2

Enter a Name for the form and click Create

3

Select the .json file to upload

4

Click Upload

The uploaded file replaces the (empty) content of the newly created form.

Only Form.io form definition files (.json) are supported.

Editing a form

Click a row, or use Edit from the row's overflow menu (⋮), to open a form in the editor. The editor has three tabs:

Form builder — drag components from the palette onto the canvas to compose the form.

JSON editor — view and edit the raw Form.io JSON definition directly.

Output — preview the rendered form and see the JSON output it would produce on submission.

Click Save to persist changes. The Save button, and the JSON editor, are disabled when the form is read-only or the case version isn't a draft — in that case a blue Read-only tag appears next to the form name.

Form actions

Use the overflow menu (⋮) in the editor header for additional actions:

• Download — download the form definition as a .json file

• Upload — replace the current form's content by uploading a .json file

• Duplicate — copy the form under a new name

• Delete — remove the form definition

Managing forms in the list

From the list, use the row's overflow menu (⋮) to Edit or Delete a form directly, without opening it first.

Deleting a form, whether from the list or from within the editor, requires confirmation:

Deleting a form cannot be undone. Any process link or case configuration that references the deleted form will stop working correctly.