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
Form Layout — 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
Data Entry — Validation
- Real-time validation
- Custom validation rules
- Cross-field validation
- Error messaging
Advanced — Audit Trail
- Change history
- User tracking
- Timestamp logging
- Change comments
Advanced — Workflow Integration
- Status management
- Stage transitions
- Approval processes
- Action triggers
Advanced — 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
Sidebar Components
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