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Forms are how records are created and edited. When you select New on a table or open an existing record, a form presents the record’s fields in an organized layout. Every table has at least one form, and tables can have several — each one a template tuned for a different situation.

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How a form is laid out

A form lays out fields in blocks:
  • Columns place fields side by side instead of one long stack.
  • Fieldsets group related fields into a labeled section.
  • Tabs split a large form into pages, so users see one area at a time.
The layout is edited visually in the Page Designer, and each field renders with the widget that matches its type — see Fields and field types.

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Form templates

A table can have several form templates for different situations. A short intake form might capture just the essentials when a record is first created, while a complete record form exposes everything for later editing. When a table has more than one template, the dropdown next to New lets users pick which one to use when creating a record.

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Manage templates

Each template has a menu with these actions: The default template carries a Default badge so it’s easy to spot.
Every table keeps at least one default template. You can reorganize and delete templates freely, but a table is never left without a default form.

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The record view

When you open a record, toggles at the top switch between three panels:
  • Form — the record’s fields, laid out by the form template.
  • Documents — files attached to the record. See Document management.
  • Tasks — tasks linked to the record. See Calendar and tasks.

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Common tasks

1

Create a new template

From the template menu, use Duplicate on an existing template to start from a working layout, then Rename the copy. Duplicating is usually faster than building a layout from scratch.
2

Set a default

Open the menu on the template you want and choose Set as default. It picks up the Default badge and becomes the form used unless a user picks another from the dropdown next to New.
3

Edit a template's layout

Choose Edit on the template to open the Page Designer. Rearrange columns, fieldsets, tabs, and fields, preview the result, and save.
Keep the default template lean. Most records are created in a hurry — a short default form with the essentials, plus a complete template for detailed editing, serves both moments well.

Page Designer

The visual editor where form template layouts are built.

Field rules

Add behavior to forms — conditional visibility, validation, computed values.