Form Configuration¶
This guide helps you create and customize forms.
The configuration editor interface
Overview¶
Forms are created based on JSON configuration. The configuration determines: - What fields appear - What types they are - What validations apply - How they behave (conditional display, calculations)
Configuration Editor¶
Opening¶
- Open the Administration menu
- Select "Configurations"
- Click an existing configuration or "New" button
Interface Elements¶
- Tree structure: Field hierarchy on the left
- Properties: Current element settings on the right
- Preview: Live preview of the form
- JSON Editor: For advanced users
AI Configuration Generation¶
With AI, you can automatically generate form configurations from natural language descriptions.
Usage¶
- Type the desired form description in the prompt field
- Click "Generate with AI" button
AI prompt input for generation
Generation Process¶
AI categorizing and analyzing the request
The system: - Automatically categorizes the form type - Suggests appropriate settings (e.g., saveUrl) - Generates field names and validations
Result¶
Generation result with token usage
The generated configuration: - Appears directly in the JSON editor - Contains validation rules - Shows token usage and cost
Field Types¶
Text Fields¶
| Type | Description | Usage |
|---|---|---|
text |
Single line text | Name, title |
textarea |
Multi-line text | Comments, description |
html |
Rich text editor | Formatted content |
Numbers¶
| Type | Description | Usage |
|---|---|---|
number |
Number | Quantity, price |
Settings: - Minimum/maximum value - Decimal places - Show spinner buttons
Dates¶
| Type | Description | Usage |
|---|---|---|
date |
Date only | Birth date |
datetime |
Date and time | Appointment booking |
Settings: - Minimum/maximum date - Display format
Selections¶
| Type | Description | Usage |
|---|---|---|
boolean |
Yes/No | Acceptance |
lookup |
Dropdown list | Category selection |
tagbox |
Multiple selection | Tags |
Files¶
| Type | Description | Usage |
|---|---|---|
file |
File upload | Documents |
image |
Image upload | Profile picture |
signature |
Signature | Approval |
Structure Elements¶
Groups¶
Visual grouping of fields:
- Add "Group" element
- Set the title
- Drag fields into it
Settings: - Number of columns (1-4) - Collapsible
Tabs¶
Splitting into multiple tabs:
- Add "Tabs" element
- Create the tabs
- Distribute fields among tabs
Nested Grid¶
Tabular data entry within the form:
- Add "Grid" field
- Define columns
- Set add/delete permissions
Validation Setup¶
Required Field¶
- Select the field
- In Properties panel check "Required" option
- Enter error message (optional)
String Length¶
- Select "String Length" validation
- Set minimum and/or maximum value
- Enter error message
Number Range¶
- Select "Range" validation
- Set minimum and/or maximum value
- Enter error message
Custom Pattern (Regex)¶
- Select "Pattern" validation
- Enter regex pattern
- Enter error message
Common patterns:
- Phone number: ^\+?[0-9]{9,15}$
- Postal code: ^[0-9]{5}$
- URL: ^https?://.*
Conditional Logic¶
Conditional Display¶
Show field based on another field's value:
- Select the field
- Open "Conditions" tab
- Select "Visible if" option
- Enter condition:
- Referenced field
- Expected values
Example: "Spouse name" field only appears when "Marital status" value is "Married".
Conditional Disable¶
Similarly, for disabling field:
- Select "Disabled if" option
- Enter condition
Conditional Required¶
Make field conditionally required:
- Select "Required if" option
- Enter condition
Lookup Fields¶
Static List¶
Predefined values:
- Select
lookuptype - Select "Static list" source
- Enter values
Dynamic List¶
Values loaded from database:
- Select
lookuptype - Select "API" source
- Enter API endpoint
Dependent Lookup¶
List dependent on another field's value:
- Configure main lookup field
- On dependent field select "Depends on" option
- Select parent field
- Enter filter expression
Calculated Fields¶
Simple Calculation¶
Value calculated from field values:
- Create calculated field
- Set to "Read only"
- Add event handler:
- Event: When source field changes
- Action: Calculate
- Formula: e.g.,
quantity * unitPrice
Summation¶
Summing nested grid rows:
- Create total field
- Add calculation event
- Use
sum()function
Preview and Testing¶
Live Preview¶
See live preview on right side of editor.
Testing¶
- Click "Test" button
- Fill with test data
- Verify behavior
Save and Publish¶
Save Draft¶
Ctrl+Sor "Save" button- Draft is not visible to users
Publish¶
- Review configuration
- Click "Publish" button
- Form becomes available
Tips¶
User-Friendly Forms¶
- Group related fields
- Use clear labels
- Enter placeholder text
- Describe expected format
Performance¶
- Avoid too many fields on one form
- Use tabs for long forms
- Optimize lookup data sources
Maintainability¶
- Use descriptive field names
- Document custom logic
- Test changes