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Configuring forms

You can use Constellation to configure forms based on the information that your users need to collect. You can configure forms in two ways: either on the Workflow tab of your Case, or on the User interface tab.

Configuring forms on the Workflow tab

  1. In App Studio, in your Case, click the Workflow tab.
  2. Click inside the Create step.
  3. In the Context pane on the right, click Configure view.
  4. On the Display tab, edit the details of your form.
Configuring forms in the display tab

 

Configuring forms on the User interface tab

  1. In App Studio, in your Case, click the User interface tab.
  2. In the Forms section, click Create or Edit to create a new form or edit an existing form. 
Configuring forms in the user interface tab

Configuring form layout

When you configure a form layout, you set the number of columns that the form will have. Forms in Constellation can have from one to three columns, but a two-column layout is recommended for most use cases.  

The fields that you include in the form auto-adjust their size and width depending on prescribed design rules. For example, in a two-column form template, inputs such as Single line text and Currency take up only one column. Wider inputs, or inputs that can be any height, such as a Rich Text Editor, Text area, Radio group, Checkbox, Booleans, and Attachments, span two columns. This increases usability and ensures that tabbing takes users from left to right, instead of top to bottom.  

The following image shows a default form template that adjusts layout based on input type: 

Form layout adjusting based on inputs

Additionally, regardless of the number of columns you select, the system displays all inputs as a single column when the display is small enough, such as when using a mobile device or when using the zoom function.   

 

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