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Conform User Guide

Forms and grids

Forms

A form is a layout for entering or updating items. Say which roles can use it in which states. Each role that can create items has one default create form.

  • When a role opens a form, fields it may only see are read-only, and hidden fields simply aren't there.

  • The All fields form, with every field, is kept up to date for you and can't be deleted.

  • Use the generator to make a starting form, then arrange it in the designer.

Grids

A grid is a named set of columns for listing items: one per stage, say, or one per team. Say which roles use each. Each grid has its own colour so people can tell them apart.

Placeholder: Forms & Grids
Forms and grids, as cards.

Forms and grids are shown as cards. Open one to edit it; ← All forms (or All grids) takes you back.