How to Create a New Form

1. Go to Records > Forms.
2. Click on the New + icon.
3. Edit the Basic Details, pay attention to the ID Prefix as this is a mandatory field.
4. Then click on Next or select Form Configuration to update your configuration settings.

1. Within the Form Configuration set up, Select the Fields that you require in the form.
2. Apply Attributes and configure the fields you have selected. You can also re-order these if you wish with the arrows by dragging and dropping the field you would like to move.

It is important to note the following 3 functions:

1. Hidden on load - will not be visible on the Form when the Form first loads
2. Disable on load - will be visible but greyed out on the Form when Form first loads
3. Clear value when disabled - the Field's value will be removed if the Field is Disabled.

1. Define any Triggers.
2. Add as many Triggers as needed.
3. Save your Form.

Once saved you can Preview your Form, and also add Records at this point.