Form Elements

What You'll Learn

A form element lets users create or update records in your app. This article walks through every section of the form element's settings panel so you know where to find each option.

Accessing Form Settings

Click a form element on your page to select it. Its settings open in the right panel under Form Settings.

At the top of the panel, above every setting, you'll see a source note. It tells you what the form does, for example "This form inserts a new Appointment record" or "This form updates the connected Appointment record." Every element type shows this kind of source information at the top of its settings.

Below the source note is a shortcut to Title and Description, then the full list of settings:

• Title and Description
• General Settings
• Data Display
• Submit Actions
• Record Actions
• Email Actions
• Styling
• Payments

Each section you open includes a breadcrumb link back to Form Settings.

Title and Description

• Title appears above the form's fields in your Live App.
• Description appears below the title, above the fields.
• Element Label is an internal-only setting. It doesn't show in the Live App, but it's how you'll identify this form in places like Page Rules. If you have multiple form elements on a page, giving each a clear label (for example "Add Appointment Form") prevents confusion later.

General Settings

Two text fields:

• Submit Button Text (default: "Submit")
• Reload Form Button Text (default: "Reload Form")

Data Display

Data Display has two tabs: Fields and Display Rules. Each tab shows a count of how many fields or rules currently exist.

Fields Tab

The Fields tab has two sub-tabs: Form Fields and Static Components.

Form Fields is where you choose which fields from your table appear on the form.

• A search box filters the field list by name.
• The field list shows an "X of Y added" count for the table.
• Add All and Remove All buttons let you quickly select or clear every field.
• Each field has a checkbox to add or remove it, and a pencil icon that selects the field on the canvas and opens its individual field settings.
• An Unavailable Fields section lists system fields, like Record ID, Created On, and Updated On, that can't be added to a form.
• A + Static Component button at the bottom opens a dropdown with two options: Rich Text and Divider. Use these to add headers or visual breaks between fields.

Static Components lists any rich text or dividers you've added to the form. Each item has a pencil icon to edit it and a trash icon to remove it. This list doesn't use checkboxes since it works differently from the field list.

Display Rules Tab

Display Rules let you show, hide, or relabel fields based on conditions. Rules apply in the order they're listed.

• A + button opens the Add Rule modal, where you set a condition (When) and an action (Then).
• Display rules can do three things: show or hide a field, rename its label, or dynamically show and hide it (doing the action when conditions are met, and the opposite when they aren't).

See Display Rules for a full breakdown.

Submit Actions

Submit Actions control what happens after a user clicks Submit. The first matching action is the one that triggers.

Click + Add Action to configure one. You can choose from four action types:

• Show a confirmation message
• Redirect to an existing page
• Redirect to a new child page
• Redirect to another website URL

The confirmation message option uses a rich text editor with formatting and color options.

Every form starts with one default Submit Action: a confirmation message reading "Form successfully submitted," with a link to reload the form. Configured actions are listed below the Add Action button with a short summary of each.

See Form Submit Actions for details on each action type.

Record Actions

Record Actions add or update records when the form is submitted. Click + Action to add one. You can choose from three types:

• Update this record
• Update connected records
• Insert a connected record

Forms have no default record action. Configured actions appear in a list once added.

See Record Actions for setup details.

Email Actions

Email Actions send emails after a form is submitted. Click + Action to add one. You have two options:

• Send a custom email
• Send a basic email notification (to a specific recipient)

Both options support conditions and multiple recipients.

Forms have no default email action. A link near the top of this section opens your Email Delivery History, showing recent email deliveries for this form. Recent sends may take a few minutes to appear.

Styling

Styling settings apply only to this form element and override your app's global theme, if you choose to enable overrides.

• A Theme Styling link takes you to the Themes area of the Builder if you want to change global settings instead.
• Form Layout lets you set Input Columns to 1, 2, or 3 (default: 1), controlling how many columns your form fields display in.
• Override Global Theme Style is off by default. Turning it on reveals: Include Card Background, Add Border, Add Card Shadow, Apply Hover Effect, and Add Padding.

Payments

Clicking Payments opens a full-screen Enable Payments view, replacing the right panel. From here you can connect a payment processor to start accepting payments through this form.

Next Steps

• Record Actions: Learn how to configure record actions to update or insert connected records on form submit.
• Form Submit Actions: See all four submit action types in detail, including redirect behavior and confirmation messages.
• Display Rules: Learn how display rules work across all element types, not just forms.