How to: Edit extensibility form definition

The Extensibility Forms module provides an intuitive interface for end users to edit and customize forms at runtime. Follow these steps to modify an existing form:

Step 1: Access the Form Editing Interface

  1. Navigate to the Extensibility Forms module in your application.

  2. Open the Work With interface for forms.

  3. In the grid, locate the form you want to edit.

  4. Click the Edit Structure action for the desired form.

Step 2: Explore the Form Editor Layout

Form editor
Form editor

After clicking Edit Structure, you will be redirected to the form editor, which is divided into three main columns:

  • Left Column: Structure Tree View

    • Displays a hierarchical tree of the form’s structure.

    • Shows both structural nodes (such as groups, cards, etc.) and form items (fields).

    • Select any item or substructure to edit its properties or add nested elements.

  • Middle Column: Item Properties and Actions

    • Shows a simple form to edit the properties of the selected item from the tree view.

    • When a structural node is selected, you can add nested substructures or items using the available actions.

  • Right Column: Live Preview

    • Provides a real-time preview of how the form will be rendered based on the current structure and properties.

    • Any changes made to the structure or properties are immediately reflected in the preview.

Step 3: Define Conditions

  • At the bottom of the editor, you will find the Conditions Grid.

  • Here, you can define conditions for the form:

    • Expression: Specify an expression that will be evaluated at runtime. The condition should return true when the form data is valid.

    • Message: Enter the message that will be displayed in the UI if the condition is not met.

Step 4: Save and Review Changes

  • All changes to the structure, properties, or conditions are applied immediately and reflected in the live preview.

  • Review the form in the preview pane to ensure it meets your requirements.

For more information on form structure and item types, refer to the Extensibility forms module - Supported Field Types and Structural Nodes page.