Forms
Forms configuration controls how users enter or modify data in your collection. You can customize Add and Edit forms independently or use a single shared configuration for both operations.
Forms Configuration
Enable Use Shared Form for Add and Edit to use the same configuration for both creation and updates. When disabled, you can configure unique settings for the Add Form and Edit Form sections.
Display Settings
Enable Display Settings to customize the appearance of the form container.
Display Configuration
| Setting | Description |
|---|---|
| Display Mode | The layout style for the form. Choose between Modal, Drawer, or Card. (New Page is currently in development). |
| Columns Per Row | The number of fields displayed per horizontal row (1-4). |
| Width | The layout width in pixels. Available for Modal and Drawer modes. |
| Drawer Position | The placement of the drawer (Left, Right, Top, or Bottom). Available for Drawer mode. |
Fields Configuration
Enable Customize Fields to control field visibility, layout, and behavior within the form.
View all settings
| Column | Description |
|---|---|
| Field Name | The field identifier. Required fields are marked with a star icon. |
| Column Span (0-12) | How many grid columns the field should span. |
| Visible | Toggle whether the field appears in the form. |
| Editable | (Edit Form only) Toggle whether the field can be modified during updates. |
| Default Value | (Add/Shared Form only) Configure initial values for new records. |
| Actions | Reorder fields using the up/down arrows. |
Default Value Configuration
Click the Set (or Edit) button in the Fields Configuration table to define how a field is pre-filled when creating new records.
Static Default Value
Enter a specific value directly into the Default Value input field. This value will be applied to every new record.
Populate from Logged-In User
Enable Populate From Logged In User to dynamically fill the field based on the current user's session data.
- Select Auth Collection: Choose the collection representing the logged-in user.
info
Only Auth Collections that are configured for the current Area will appear in this list.
- Select Session Field: Map a field from the user's session to the collection field.
- Only fields enabled in Session Configuration are available.
- Fields will only show up if they match the data type (e.g., an Email type field will not appear for a Number field).
This is commonly used for fields like createdBy or ownerId.