Creating Forms with Saltbox Extensibility

First published on: 03/20/2025/12:00 pm

A form is used to view/edit/add a single record from a datastore.  

A form can be added from the project assets page using the add asset menu or directly from a datastore. 

When adding the form from the datastore page, your datastore will be pre-populated. 

All the fields you defined on the datastore will be added by default to the form in the order of the columns in the datastore.

A user can edit additional settings, remove, and re-order the fields on the form. 

Configure nested elements presentation on the form (**NEW section)

 
When the datastore contains nested (child/header) elements, the form designer can configure which child fields are shown for each list or object and define how those objects will be edited and added. 

On the form, click to edit a collection type field and select the editor type you want to use to show the child objects/list. 

The editor type will provide the following options: 

• Grid – Show all the child elements in a grid view, add/edit via the grid 

• Form – Show the child items (one entry per page), and allow navigation between records

• List – Show all entries expanded, one after the other 

• Form Layout 
  • A user can add visual elements, such as images and text, to the form using the layout editor.  
  • The user can design their form, add a logo, link text, etc. in 4 predefined sections.
    • Users can add any of the 4, all, or none. 

Expand each section and update what you want displayed.  

The form design will be updated with the added layout elements.

You can edit or delete any of the sections. 

The form elements step will allow you to add any unused fields to the form.

Any field removed will appear here and can be placed back on the form. 

At any point, use the preview option on the left-hand side to see how your form will look. 

Advanced settings step: 

Submission action – Determines what happens when a user submits the form. 

• Display confirmation messages – Customize the message that will be shown to the user on submission. 

• Reload for another entry – The form will be submitted, and another instance will open immediately to allow another submission. 

• Redirect – Upon submission, redirect the user to any URL. 

• Enable signature—This option adds a signature pad to the bottom of the form, which captures the signature (or an uploaded image), the user, and the date. 

• Allow the submitter to email a copy of the form submission – Checking this box will email a copy of the responses to the user’s email along with a customized message. 

• Hide attachments – By default, the form shows an option to upload attachments. Checking this box will remove the attachments section from the form. 

• Allow workflow to be invoked upon form submission – Select a workflow from the project that will be called when a form is submitted. 

Save and preview your form when done. 

Now the form can be shared\emailed\embedded. (As discussed in a separate section).