schema - forms glossary

This brief glossary defines the core concepts, components, and terminology used across Forms. The terms listed here are used consistently throughout all Forms documentation.
 

data model

Data Model is the collection of Objects, Fields, relationships, and configurations that define how data is structured and stored in the system. Forms do not create data structures; they rely entirely on the Data Model.
 

data tool

The Data tool is the workspace where Objects, Fields, and their configurations are created and managed. It defines the data structures that Forms use to store and retrieve information.
 

designer tab

The Designer tab is the workspace where the visual structure and layout of the form are created. Fields are added, ordered, and arranged on the designer canvas.
 

field

Fields are individual data elements belonging to an Object, and they outline the type, validation rules, and constraints of the data they store. Only Fields defined in the selected Object are available for use in a form.
 

form

A Form is a configurable interface used to collect, display, and update structured data. Any Form is always based on a single Object and acts as the user-facing layer for data entry and interaction.
 

form editor

The Form Editor is the workspace where forms are created and configured. It includes the Designer, Preview, Logic, and JSON tabs, each responsible for a specific aspect of the form.

The Form Editor is the workspace where forms are created and configured. It includes the Designer, Preview, Logic, and JSON tabs, each responsible for a specific aspect of the form.
 

form status

Form Status determines whether a form is available for use:

• Active: The form is available to users.
• Inactive: The form is disabled and cannot be accessed or submitted.
   

form table

The Form Table is the list view that displays all forms in the system, including key information such as form name, associated Object, and status.
 

general form settings

General Form Settings control global form behavior and appearance, including form title, description visibility, language, read-only mode, response limitations, and width mode.
 

JSON tab

The JSON tab displays the technical representation of the form configuration in JSON format, including layout, settings, and logic definitions.
 

logic tab

The Logic tab controls the dynamic behavior of the form. It allows admins to define rules that respond to user input and trigger actions automatically.
 

object

An Object is a data structure defined in the Data tool. It represents a real-world entity (for example, Client, Case, or Matter) and defines where form data is stored. Each Form is directly associated with one Object.
 

preview tab

The Preview tab displays an interactive representation of the form as it will be shown to end users. It reflects the current layout, settings, and logic without modifying the form.