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Form View

The Form View provides a comprehensive interface for creating and editing individual records, with support for complex data entry, validation, and workflow management.

Core Features​

Form Layout​

Section Management

  • Logical grouping of fields
  • Collapsible sections
  • Conditional visibility
  • Custom styling

Field Arrangement

  • Responsive grid layout
  • Field sizing and spacing
  • Label positioning
  • Help text support

Data Entry​

Field Types

  • All supported field types
  • Custom field components
  • Rich text editing
  • File uploads

Validation

  • Real-time validation
  • Custom validation rules
  • Cross-field validation
  • Error messaging

Advanced Features​

Audit Trail

  • Change history
  • User tracking
  • Timestamp logging
  • Change comments

Workflow Integration

  • Status management
  • Stage transitions
  • Approval processes
  • Action triggers

Chatter/Comments

  • Threaded discussions
  • @mentions
  • File attachments
  • Activity log

Form Configuration​

Customize form layout and behavior through JSON configuration:

{
  "layout": {
    "sections": [
      {
        "title": "Basic Information",
        "collapsible": true,
        "defaultOpen": true,
        "columns": 2,
        "fields": [
          {
            "name": "title",
            "size": "full"
          },
          {
            "name": "status",
            "size": "half"
          },
          {
            "name": "priority",
            "size": "half"
          }
        ]
      },
      {
        "title": "Details",
        "condition": "status === 'active'",
        "fields": [
          {
            "name": "description",
            "size": "full"
          },
          {
            "name": "attachments",
            "size": "full"
          }
        ]
      }
    ],
    "sidebar": {
      "sections": [
        {
          "type": "workflow",
          "position": "top"
        },
        {
          "type": "audit",
          "position": "middle"
        },
        {
          "type": "chatter",
          "position": "bottom"
        }
      ]
    }
  },
  "actions": {
    "save": {
      "label": "Save",
      "position": "top",
      "validation": true
    },
    "custom": [
      {
        "name": "approve",
        "label": "Approve",
        "condition": "status === 'pending'",
        "confirmation": {
          "title": "Confirm Approval",
          "message": "Are you sure you want to approve this record?"
        }
      }
    ]
  }
}

Form Components​

Main Form Area​

  • Field groups and sections
  • Dynamic field rendering
  • Conditional visibility
  • Validation feedback

Workflow Ribbon

  • Current status
  • Available transitions
  • Stage history
  • Action buttons

Audit Trail

  • Change history
  • User actions
  • Timestamps
  • Field changes

Chatter/Comments

  • Discussion threads
  • File attachments
  • User mentions
  • Activity feed

Action Bar​

  • Primary actions (Save, Delete)
  • Custom actions
  • Workflow actions
  • Quick links

Best Practices​

Layout Design

  • Group related fields
  • Use logical sections
  • Consider field dependencies
  • Optimize for readability

Validation

  • Provide clear error messages
  • Validate in real-time
  • Handle edge cases
  • Consider field relationships

Performance

  • Load data efficiently
  • Cache form state
  • Optimize validations
  • Handle large forms

User Experience

  • Clear navigation
  • Consistent styling
  • Helpful tooltips
  • Keyboard shortcuts

Workflow Integration

  • Clear status indicators
  • Intuitive transitions
  • Proper validations
  • Audit trail tracking

Chatter/Comments

  • Discussion threads
  • File attachments
  • User mentions
  • Activity feed