Form View

Form view allows you to create customized data entry interfaces for your boards, making it easy to collect and submit information in a structured way.

Tip

Forms automatically respect column settings like required fields, validation rules, and logic-based behaviors from your board configuration.

Key Features

Custom Layout

Design intuitive forms with custom field arrangements and sections.

Field Types

Support for all Proma column types with appropriate input interfaces.

Validation

Built-in validation based on column settings and custom rules.

Logic

Dynamic form behavior with conditional fields and automated values.

Setting Up Forms

1. Create Form View

   • Navigate to Views menu
   • Select “Add Form View”
   • Name your form
   • Configure basic settings

2. Design Form Layout

   • Select fields to include
   • Arrange field order
   • Create sections
   • Set field widths

3. Configure Field Settings

   • Set field labels
   • Add help text
   • Configure placeholders
   • Set default values

4. Set Form Options

   • Configure submission behavior
   • Set access permissions
   • Define success message
   • Setup redirects

Field Configuration

Basic Settings

Essential field properties:

• Field label
• Required status
• Help text
• Placeholder text

Advanced Settings

Additional configuration options:

• Validation rules
• Conditional display
• Default values
• Custom formatting

Layout Options

Visual configuration:

• Field width
• Section placement
• Field grouping
• Visual hierarchy

Form Sections

Section Organization

1. Section Types

   • Basic grouping
   • Collapsible sections
   • Tabs
   • Multi-step forms

2. Section Settings

   • Section title
   • Description
   • Visibility rules
   • Layout options

Advanced Features

Conditional Logic

Dynamic Behavior

1. Field Visibility

   • Show/hide based on conditions
   • Required field rules
   • Field dependencies
   • Custom triggers

2. Value Management

   • Automatic calculations
   • Default values
   • Field relationships
   • Dynamic updates

Submission Handling

Submission Options

1. Success Actions

   • Custom messages
   • Page redirects
   • Email notifications
   • Workflow triggers

2. Data Processing - Validation rules - Data transformation - Automated tasks - Integration triggers

Best Practices

Form Design

• Keep forms focused and concise - Group related fields - Provide clear instructions - Use consistent styling

User Experience

• Clear error messages - Logical field order - Helpful placeholder text - Mobile-friendly layout

Caution

Complex forms with many conditional fields can be confusing for users. Consider breaking them into multiple simpler forms if possible.

Common Use Cases

Contact Forms

Contact Form Setup

1. Essential Fields

   • Name
   • Email
   • Subject
   • Message
   • Category selection

2. Features - Validation rules - Auto-responders - Category routing - Follow-up automation

Registration Forms

Registration Form Setup

1. Field Structure

   • Personal information
   • Account details
   • Preferences
   • Agreements

2. Configuration - Required validations - Terms acceptance - Welcome emails - Account creation

Tips and Tricks

Form Optimization

1. User Experience

   • Clear instructions
   • Logical progression
   • Instant validation
   • Progress indicators

2. Performance

• Minimize required fields
• Optimize validations
• Smart default values
• Efficient loading

3. Maintenance - Regular testing - User feedback review - Update instructions - Optimize flow

Related Resources

Column Types Learn about different field types available for forms

Logic Builder Create dynamic form behavior with conditional logic

Automation Automate form submissions and follow-up actions

Data Filters Set up effective data filters for form views