Application: Form management

Introduction

Form management is your solution for managing, building, and deploying web forms. With the form management component, you can flexibly customize forms based on your own business solutions. The component also adapts well to complex data management and business process applications. It provides an easy-to-use Form builder interface designed specifically for non-technical users, so you can control and manage forms without the assistance of the solution provider.

This video gives you a brief introduction to our form management.

Feature

Form builders

Form builder is a visual form designer that allows you to build and deploy forms very quickly.

As the form admin, you can create as many forms as needed. Once you publish a form, it will be ready for your end-users to access and submit data.

With Form builder, you can define the validation rules for your form fields and specify the error messages to display. You can also define whether fields are visible or editable by users, and create rules to automatically calculate and populate their values, for example, the dependency rules for populating field data between fields.

The following is an example of a Form builder. When you build the form, it is good practice to define the form layout first. You can make your form a table with rows and columns, and sometimes it is best to organize content into tabs, etc. You can even compose a form with multiple sections that have different layouts. After settling on the form layout, you can drag and drop fields into the defined placeholders.

To explore further, please read the Form guide.

Data management

Data management provides an efficient way to organize the interaction between the Form and Casewhere data models. The form admin can configure the field mappings between Casewhere data models and the Form, where the data model defines the data object's structure and the Form determines how the data object looks to the user.

Once the mapping has been configured, the data object can be created, read, deleted, and queried via the Form.

The feature also provides a fast and friendly method to generate Form fields from existing data models. Here you can flexibly select which entities and fields should be available for use in the Form builder.

For an in-depth explanation of how Data management works, please read the Data management guide.

One form, multi-platform

The forms you create in the Form builder are web forms. They are implemented using standard web technologies and can be used for mobile apps. This saves cost and effort by avoiding the need to build different form engines for web and apps.

Actions

When creating a form, you can configure which workflow (selected from a predefined list) handles the form submission. This lets you decide how to process data for each form and where users are directed after the data is submitted, e.g., you can send a notification email after the registration application form is submitted.

The detailed guideline is described in the Form guide.

Receipt forms

Normally, a receipt is displayed after a form is submitted, and the Receipt Forms configuration handles this. The admin can create and design a receipt form, and then attach it to the main form.

To explore further, please read the Receipt form guide.

Form render

The form is rendered the same way you see it in the Form builder.

  • The form is user-friendly, responsive, and complies with WCAG 2.1.
  • The form can be translated into multiple languages, allowing your users to choose the language they want to use. The component is also integrated with Casewhere Text Resource so that you can easily manage all of the text resources in a single place.
  • The form will be designed to support access control management in future versions. The idea is to support defining roles and permissions for form users, allowing them to perform certain actions as well as access and submit the form.

Installation

Requirements

  • Casewhere 2.6.0 or later.

Configuration

Dependencies

  • Component: Casewhere Common

Release

2.0.0 - 31/12/2024

Changelog

  • Validation rules
  • Form dependency rules

Download (login required): Form management v2.0.0

Roadmap

  • Support multiple languages
  • Support dynamic fields
  • Integrate with mobile apps
  • Access control management
  • Offline forms