Form view builder layout can be divided into 3 sections:
1. **Fields Area** - This is the area where fields available in the tables that are not yet added to the form are listed.
2. **Form Area** - This is the area where fields added to the form are listed.
3. **Form Settings** - This is the area where you can configure the form view. This mainly consists of actions & customisations that can be performed after a form view is submitted.
Form view builder layout can be divided into 4 sections:
1. **Form Area** - This is the area where fields added to the form are listed. This area also acts as a preview of the form.
2. **Form Fields** - This area lists all the fields available in the table. You can drag and drop fields for re-ordering and toggle the `hide` switch to remove fields from the form.
3. **Appearance Settings** - This is the area where you can configure the form view appearance settings like Background Color, Banner & Branding.
4. **Post Form Submission Settings** - This is the area where you can configure the form view to perform various actions after a form is submitted.
1. [Create a New Form View](/views/create-view/#create-new-view)
@ -28,51 +29,121 @@ Form view builder layout can be divided into 3 sections:
## Form View Operations
### Add Form Title & Description
In the **Form View** area, click on in input boxes provided for **Title**{"<"}1{">"} &**Description** {"<"}2{">"} to add/update title & description to the form.
In the **Form View** area, click on in input boxes provided for **Title**&**Description** to add/update title & description to the form.
:::info
Formatting options are supported for the description field. You can also use markdown to format the text.
:::
### Add Fields to the Form
To add a field to the form, either
- Drag and drop the field from the **Fields Area** to the **Form Area** at required position
- Click on the field in the **Fields Area** to add it to the end of the **Form Area**
### Change field label & help-text
To change the field label displayed on the form & add help-text, click on the field in the **Form Area** and update the values in the input boxes provided for **Label** {"<"}1{">"} &**Help Text** {"<"}2{">"}.
### Add/Remove Fields
To add/remove a field
- Use toggle switch next to the field name in the **Form Fields** to add/remove a field from the form.
### Mark a Field as Required
To mark a field as required, click on the field in the **Form Area** and toggle the `Required` switch.
To rearrange fields within the form, drag and drop the field to the required position. This can be done in both the **Form Area** and **Form Fields** panel.
### Add a New Field to the Table
To add a new field to the table,
- Click on the `+ Add new field to this table` in the **Fields Area** and
- Click on the `+ Add field` in the **Form Fields** panel
NocoDB allows you to configure the form view to perform various actions after a form is submitted. These actions can be configured in the **Post Form Submission Settings** panel.
1. **Show `Submit Another Form` Button**: This option when enabled, will display a `Submit Another Form` button after the form is submitted.
2. **Show a Blank form**: This option when enabled, will display a new blank form 5 seconds after the form is submitted.
3. **Email me**: Enable this option to receive an Email after the form is submitted.
4. **After Submit Message**: You can configure a message to display on successful submission of the form.
Formatting options are supported for the `After Submit Message` field. You can also use markdown to format the text.
:::
## Field configuration
To change the field label displayed on the form & add help-text, click on the required field in the **Form Area** and on the right side configuration panel, configure
1. **Label**`Opitonal` : Defaults to the field name. This doesn't affect the field name in the table.
2. **Help Text**`Optional`
3. **Required** : Toggle to mark the field as required
:::info
Formatting options are supported for the `Help Text` field. You can also use markdown to format the text.
:::
### Field Type Specific Settings
For select based field types (`Single-Select`, `Multi-Select`, `User`), you can configure the following additional settings:
#### Limit Options
Limit the number of options displayed in the dropdown or list of shared form. This is useful when you have a large number of options & want to limit the number of options displayed in the dropdown or list for the user to select from.
- Use `Hide` button next to the option to hide the option from the dropdown or list.
- Use `Reorder` button associated with a field to reorder the options.
Prefilling form fields is a way to pre-populate form fields with default values. This can be useful when you want to save time for users by prefilling some fields with default values. The prefilled fields and their values are visible in the URL of the form view & can be manually constructed by ensuring URL parameters are appropriately encoded.
NocoDB provides an easier approach to construct prefilled URLs. One can use the form builder to prefill form fields with default values & auto-generate encoded prefilled URL. Follow the below steps to prefill form fields & generate a prefilled URL -
1. Open the form builder, prefill the required form fields with default values.
2. Click on the `Share` button in the top right corner.
3. Toggle `Enable Public Viewing` button to enable share.
4. Toggle `Enable Prefill` button to enable prefill.
5. Click on the `Copy Link` button to copy the link.
- Prefilled fields override the default values if any were set for this field in the table
- Maximum length of the URL is 8000 characters.
:::
### Prefill modes
1. **Default**: Standard mode. This mode will prefill the form fields with the default values set in the form builder. Users can edit the prefilled fields. When shared, the prefilled fields will be visible in the URL. In the image below, the `Number` field is prefilled with the value `1234`, `Currency` field is prefilled with the value `1000` and `Year` field is prefilled with value `2023`.
2. **Hide prefilled fields**: This mode will prefill the form fields with the default values set in the form builder but will hide the prefilled fields from the user. When shared, the prefilled fields will be visible in the URL. In the image below, the `Number` field is prefilled with the value `1234`, `Currency` field is prefilled with the value `1000` and `Year` field is prefilled with value `2023`.
3. **Lock prefilled fields as read-only**: This mode will prefill the form fields with the default values set in the form builder and will lock the prefilled fields as read-only. When shared, the prefilled fields will be visible in the URL. In the image below, the `Number` field is prefilled with the value `1234`, `Currency` field is prefilled with the value `1000` and `Year` field is prefilled with value `2023`.
### Form View Settings
NocoDB allows you to configure the form view to perform various actions after a form is submitted. These actions can be configured in the **Form Settings** area.
1. **After Submit Message**: You can configure a message to display on successful submission of the form.
2. **Show `Submit Another Form` Button**: This option when enabled, will display a `Submit Another Form` button after the form is submitted.
3. **Show a Blank form**: This option when enabled, will display a new blank form 5 seconds after the form is submitted.
4. **Email me**: Enable this option to receive an Email after the form is submitted.
In any of the modes, the user can still change the prefilled fields by editing the URL.
:::
## Survey Form View
NocoDB supports a special type of form view called `Survey Form View`. This view is ideal for creating surveys & questionnaires. This view can be enabled by toggling the `Survey Mode` switch when creating [shared form view](/views/share-view#share-form-view-options).
@ -81,7 +152,7 @@ When enabled,
- Form input fields will be displayed one at a time.
- Users can navigate between fields using the `<`&`>` buttons.
Raju Udava
8 months ago
committed by
GitHub
