Form Mode
Form mode presents each section's fields as a vertical form — one field below the next. It is best suited to sections that require careful per-field input, especially where fields have rich text, file attachments, images, or complex select options.
The section display mode (form or grid) is configured in the blueprint. Sections with display_mode: form always render in form mode.
Field types in form mode
| Field type | Form mode input |
|---|---|
| Text | Single-line text input |
| Textarea | Multi-line text input, auto-expanding |
| Rich Text | Full-featured text editor (bold, italic, lists, headings, paste from Word) |
| Number / Currency / Percent | Numeric input with format preview |
| Date / Datetime | Date picker calendar |
| Select | Dropdown with searchable option list |
| Multi-select | Multi-select dropdown with tag display |
| Toggle | On/Off switch |
| Checkbox | Checkmark toggle |
| RAG Status | Dropdown: Red / Amber / Green (with colour indicator) |
| Rating | 1–5 star rating picker |
| Email / URL | Text input with format validation |
| Image | Drag-and-drop image uploader with thumbnail preview |
| File | Drag-and-drop file attachment |
| Computed | Read-only calculated value (auto-updates as you enter other fields) |
| Lookup | Dropdown pulling values from another section or blueprint |
Navigating between fields
- Tab — Move to the next field.
- Shift+Tab — Move to the previous field.
- Click any field label or input to focus it directly.
Validation errors appear below the field in red when you move away from it.
Single-entry sections
For sections with a single row (no repeating rows), the form shows all fields once. Fill in each field and the values are saved to that edition's single data row.
Repeating-row sections (multi-row)
For sections configured as multi-row (repeating), form mode shows one row at a time with navigation between rows:
- Row indicator — Shows current row and total (e.g. "Row 2 of 5").
- ← / → navigation — Step between rows.
- + Add Row — Create a new row at the end of the list.
- Delete Row — Remove the current row (with confirmation).
- Reorder — Drag rows using the handle to change row order.
Conditional fields
Fields with conditional visibility rules show or hide automatically based on other field values in the same section. The form updates in real time as you change the triggering field.
Hidden field values are preserved — they are not deleted when a condition hides the field. If the condition changes and the field becomes visible again, the previous value reappears.
File and image fields
Image fields:
- Drag an image onto the upload area or click to browse.
- Supported formats: JPEG, PNG, WebP, GIF.
- A thumbnail preview appears after upload.
- Click the thumbnail to view the full image or replace it.
File fields:
- Drag any file onto the upload area or click to browse.
- Supported formats are configured in the blueprint field settings.
- Uploaded files are stored securely and included in the edition record.
Computed fields
Computed fields show a calculated value based on a formula referencing other fields (e.g. Cost Variance = [ActualCost] - [BudgetCost]). They are read-only — the value updates automatically as you change the source fields.
If a computed field shows an error or blank value, check that all fields referenced in its formula have valid values.
Saving
Form mode changes are tracked automatically. The Save button in the edition header shows the count of unsaved changes (e.g. "Save (4)"). Press Ctrl+S / Cmd+S or click Save to persist changes.
Navigating away from an edition with unsaved changes triggers a browser warning.
Related
- Grid Mode — spreadsheet-style entry for tabular data
- Edition Overview — toolbar, keyboard shortcuts, section tabs
- AI Fill — auto-fill form fields from an uploaded source document