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Form Designer

The Form Designer tab lets you build a custom layout for how contributors see and enter data in form mode. Instead of a default single-column list of fields, you can arrange fields into multiple columns, visual groups, and tabs — and control which fields appear in which views.

Access: Blueprint Designer → Form Designer tab.


When to use the Form Designer

The default form view shows all fields in a single vertical column in the order defined in the Fields panel. The Form Designer is useful when:

  • A section has many fields and a single column becomes unwieldy.
  • Some fields belong together logically and should be visually grouped.
  • You want tabs to split a long section into manageable chunks.
  • Some fields are only needed in detailed mode (not the quick-entry view).

If a section has fewer than 6–8 fields, the default layout is usually sufficient.


Layout structure

The Form Designer uses a 12-column grid system with three levels of nesting:

Tabs (optional)
└── Rows
└── Columns (1–12 wide)
└── Blocks (field groups)
└── Fields

Tabs

Divide a section into multiple sub-pages within the form. Contributors see a tab bar at the top of the form and switch between tabs.

To add a tab: Click + Add Tab in the Form Designer toolbar.

Useful for sections with 15+ fields or fields that belong to distinct sub-topics (e.g. a Project Details section with tabs: "General", "Schedule", "Budget", "Contacts").

Rows

Each tab (or the form root if no tabs) contains rows. Rows stack vertically.

To add a row: Click + Add Row within a tab.

Columns

Each row is divided into columns. Columns are sized in units of 12 (e.g. 6 + 6 = full width, 4 + 4 + 4 = three equal columns, 8 + 4 = wide + narrow).

To add a column: Click + Add Column within a row and set its width (1–12).

Blocks

A block is a labelled group of fields within a column. Blocks can have an optional title and can be collapsed by default.

To add a block: Click + Add Block within a column.

Block options:

  • Title — Optional heading above the group of fields.
  • Collapsed by default — Block appears collapsed in form mode; contributors expand it on demand. Useful for optional or advanced fields.

Fields

Drag fields from the Field List panel on the left into blocks. A field can only appear in one block.

note

Fields not placed in any block remain in the default unplaced fields list and render at the bottom of the form as a fallback column.


Display modes

Each block or row can be assigned a display mode:

ModeDescriptionBest for
Always visibleAlways shown to all contributorsRequired fields, primary data entry
CompactShown in compact (grid-like) input styleDense data entry with many short fields
Collapsed by defaultBlock is collapsed; contributor expandsOptional/advanced fields

Field visibility overrides

Each field in the Form Designer can have its visibility overridden independently of its default conditional visibility rule:

  • Always show — Show regardless of other field values (overrides the condition).
  • Always hide — Hide in form mode but still collect data in grid mode.
  • Use field condition (default) — Respect the conditional visibility rule defined in Field Properties.

Saving the layout

Form Designer layout changes are not auto-saved. Click Save Layout in the Form Designer toolbar before navigating away. An unsaved-changes warning appears if you try to leave without saving.


Previewing the layout

Switch to the Preview tab in the Blueprint Designer to see how the Form Designer layout will look to contributors. The preview renders the form in read-only mode with sample placeholder values.