The Form builder

Before you start

• Add a field

The Form builder is where you decide what people see when they add or edit a recordRecordOne row of a module.Open glossary ↗. You choose the fieldsFieldA column of a module with a type, label and system name.Open glossary ↗, group them into blocks, and add the rules that keep the data clean. Open it from a moduleModuleA table of business data (for example Customers) with fields, forms, views and automation.Open glossary ↗ with the Forms tab in the top bar.

○ ○ ○Beezr

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The label next to the module name shows Internal or Public.
Add block adds a block at the end of the form.
Form rules opens the Form Settings panel.
Publish turns the form into a public form with a link.
Add all moves every unused field into the first block.
Each field card has three switches: Optional, Editable and Visible.

What is in the toolbar?

Control	What it does
Internal or Public	Shows who can use the form. Public means anyone with the link can submit it
Add block	Adds a block at the end of the form
Form rules	Opens Form Settings: field conditions, form parameters and the Rule Book
Publish	Makes the form public. It becomes available once you have saved the form once
Share, Customize, Unpublish	Appear instead of Publish once the form is public
Save	Saves the form. The shortcut is Ctrl + S

The corner of the toolbar shows Unsaved changes while you edit and All changes saved for a moment after you save.

What is in the palette?

The panel on the left has two tabs, each with a count.

• Fields lists the fields of the module that are not on the form yet. Search fields narrows the list, and Add all drops every one of them into the first block. Hover a field to see its system name and type. Drag it into a block.
• Components lists six items you can drag into a block: Table, Button, Layout, Text, Tab view and Custom HTML. They are covered in Add a table, Add a button, Layout, Text and Tab view and Custom HTML.

When every field is on the form, the palette says “Every field is on the form”.

What does a block offer?

A block is a titled section of the form. Its header holds the title, an optional description, a 1 col or 2 col switch, and four icons: move up, move down, Block rules (the eye), duplicate and delete. Arrange a form with blocks and columns shows how each one works.

What is on a field card?

A card shows the field’s label, its system name and its type. Three switches sit under the name:

Switch	The two states
Required	Optional or Required
Editing	Editable or Read-only
Showing	Visible or Hidden

Two icons appear on the right when you hover. One opens Display options. The other removes the field from the form, after a confirmation that says “no data is deleted”. Small chips can appear next to the switches, such as Full width, Help text or Auto-fill. Make a field required, read-only or hidden covers all of this.

How do I save the form?

Click Save. Beezr checks the form first. If something is wrong, a Validation Result panel opens on the left and lists “We found the below errors” and “We found the below warnings”. Fix the errors and save again. Warnings let the save go through.

Beezr asks for these: at least one block, a field, an operator and an action in every field condition, a key in every form parameter, a label and an action on every Button, and a key field on a Table that saves rows.

If you leave the page with unsaved changes, the browser asks you to confirm.

What should I know before I start?

• A module with no form shows “This module has no form yet” and a Create form button. A new module already comes with an empty form.
• A new block is named “New block” and has 2 columns.
• Give every block a title.
• Fields you remove return to the Fields tab. Nothing is lost.
• Publish and Unpublish act at once, without a Save.