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Edition Form Mode

Form mode presents each section of the blueprint as a structured input form. Use it for narrative sections, single-entry status fields, RAG indicators, attachments, and any section where contributors fill in one cohesive record per reporting cycle.

Report Forge edition workspace

When to use form mode​

SituationWhy form mode helps
Executive summary / narrativeRich text editor provides full formatting.
Single-record status fieldsFocused layout shows all relevant fields together.
RAG and trend indicatorsColour chip pickers are optimised for quick status entry.
Sections with attachments or imagesFile and image fields sit next to their context fields.
Sections with complex validationEach field label and validation message is visible at once.
Sections configured with a multi-column Form Designer layoutThe tab-and-column layout defined in the blueprint is rendered in form mode.

For multi-row sections (risk registers, action logs, lookahead records), use Edition Grid Mode instead.

Opening form mode​

  1. Open an edition.
  2. Navigate to a section using the section navigation panel on the left.
  3. The section opens in its default display mode. To toggle to form mode, click the Form button at the top-right of the section panel.

If the blueprint has a Form Designer layout configured, form mode will show the tab-and-column layout defined by the blueprint author.

The section navigation panel​

The left-side panel shows all sections with a completion indicator:

IndicatorMeaning
Grey circleNot started — no required fields have been filled.
Orange circleIn progress — some required fields are filled but not all.
Green tickComplete — all required fields are filled.

Click any section in the panel to jump to it. The panel stays visible while you scroll through the section.

Field-by-field guide​

Text and Textarea​

  • Text: Single-line input. Required field is blocked if left empty.
  • Textarea: Multi-line input. Resizable by dragging the bottom edge.

Both support copy-paste from any source. Character limits display as a counter below the field when a limit is configured.

Rich text​

The rich text editor is a full WYSIWYG toolbar:

Toolbar optionDescription
Headings (H1–H4)Structural headings within the narrative.
ParagraphDefault body text style.
Bold / Italic / Underline / StrikethroughInline formatting.
Ordered list / Unordered listNumbered or bulleted lists.
BlockquoteIndented callout for cited text or key points.
Horizontal ruleVisual divider between content blocks.
Inline imagePaste or upload an image directly into the body of the text.
TableInsert a data table within the rich text field.
HyperlinkLink text to a URL.
Paste from WordPreserves most formatting from Microsoft Word documents.
tip

For executive summaries, use Heading 2 for each sub-topic (Schedule, Cost, Safety), body text for the narrative, and a 2×2 status table for RAG summaries.

Number, Currency, and Percent​

  • Displays the configured unit suffix or currency symbol.
  • Validates min/max constraints on blur.
  • Percent fields show a % suffix and accept values between 0 and 100 (stored internally as a decimal fraction 0–1).

Date and Datetime​

  • Calendar picker opens on focus.
  • Type the date in the configured format (DD/MM/YYYY by default) for faster entry.
  • Datetime fields show a combined calendar and time selector.

Select​

  • Dropdown opens on click.
  • Type to filter the option list.
  • If "Allow other" is enabled, type a custom value and press Enter to add it.

Multi-select​

  • Click options to toggle them on/off.
  • Selected values shown as chips below the selector.
  • Remove a chip by clicking the × on it.

Toggle​

  • Click the switch to toggle between on and off.
  • The configured on/off labels are shown beside the switch.

RAG​

  • Three coloured buttons: Red, Amber, Green.
  • Click a button to select the status — the selected button is highlighted.
  • If a "Not set" state is configured, a grey button is shown as the default.
  • Custom labels (e.g. "Critical / At Risk / On Track") are shown if configured in the blueprint.

Rating​

  • Click stars to set the rating.
  • Click the current rating again to clear it (reset to unset).
  • Half-star ratings are available if enabled in the blueprint.

Image​

  1. Click the image field or drag and drop.
  2. Accepted formats: JPEG, PNG, GIF, WebP, SVG.
  3. After upload, a thumbnail preview appears in the field.
  4. Click the thumbnail to replace or remove the image.

File​

  1. Click Attach file or drag and drop.
  2. Accepted file types depend on blueprint configuration (default: all types).
  3. Uploaded files appear in a list with filename, size, and a remove button.
  4. Files are linked to the edition record and accessible to all reviewers and report readers.

URL and Email​

  • Validated on blur — invalid format shows an inline error.
  • URL requires http:// or https:// prefix.

Computed​

  • Read-only field. Value is calculated automatically from other fields in the section.
  • Shows the current calculated value as you type into other fields.
  • If the source fields are empty, the computed field may show 0, blank, or a placeholder depending on the expression.

Lookup​

  • Read-only field. Value is resolved from another blueprint's most recent edition.
  • The source blueprint and field are shown in a tooltip on the field label.
  • If no matching source edition is found, the field shows "No matching data".

Responding to review comments in form mode​

When a reviewer has added a comment to a specific field:

  • A comment icon badge appears beside the field label.
  • Click the badge to expand the comment thread.
  • Reply to address the reviewer's question.
  • Click Resolve on a comment once the correction has been made.

Section-level comments appear in a banner at the top of the section. Edition-level comments appear in the review panel (accessible from the header toolbar).

Saving and completing​

ActionWhen to use
SaveAt any time — preserves progress without changing status.
Mark section completeAfter all required fields in a section are filled. Updates the section nav indicator to green.
Submit for reviewAfter all required sections are complete — moves the edition to Submitted status.
note

Saving is separate from marking a section complete. A section can be saved with optional fields empty. Mark complete only when the section is truly done.

Keyboard shortcuts in form mode​

KeyAction
TabMove to the next field.
Shift+TabMove to the previous field.
EnterConfirm a select option or date picker.
EscapeClose a dropdown or calendar without selecting.
Ctrl+SSave the section.