Create Data Form

Users can create a data form on top of their data sets.

Use the Data Form builder to turn a selected Data Set into a fillable form. The flow guides you through mapping fields, defining sections, and generating the form.

Prerequisites:

• A Data Set is already created and accessible in the Data Center.

• You have permission to create forms from the Data Set.

• Open My Connectors

  • Navigate to Data Center → My Connectors.

  • Select a data connector from the list.

• Open the Data Set tab

  • Click the Data Set tab for the selected connector.

  • Select a Data Set from the list.

    • If the connector has no Data Sets, create a new Data Set first.

• Launch the Create Widget flow

  • Click the Ellipsis icon () next to the Data Set.

  • Choose Create Widget.

Open the Form Builder

1. Select a Data Set from the list.

   • If the connector has no Data Sets, create a new Data Set first.

2. In Data Sets, choose the target Data Set.

3. Click the Ellipsis icon () next to the Data Set.

4. Choose Create Widget.

5. Opens the Form builder.

• The Configure Field Mappings opens.

Configure Field Mappings

Review and customize how each field is rendered in the form.

• Field list & reorder

  • All fields from the Data Set are listed (e.g., usd_billing, expected_joining_date, gender, etc.).

  • Drag the grip (⋮⋮) to reorder fields.

• Edit a field

  • Click a field row to expand its configuration.

  • Configure properties such as label/description, input type (e.g., date picker for dates), requirement/read-only, and other options (as available for your connector).

• Add Section

  • Click Add Section and enter a Section Name (e.g., Personal Information).

  • Drag fields into the new section to group them logically.

• Add Event (optional)

  • Click Add Event to attach form events if supported (e.g., on submit/on change behaviors).

• Assist (optional)

  • The Assist control can help with bulk mapping/config suggestions (if enabled in your tenant).

• Click Continue to proceed.

Generate a Form

Finalize form metadata and review a summary.

1. Enter a Form Name (this becomes the title shown on the form), e.g., Customer Registration.

2. Review the Form Summary (connector, data source, total fields, required/read-only counts).

3. Click Generate Form.

Result: The form is generated with all mapped fields.

Use the Generated Form

• The form renders with inputs for each configured field (e.g., text inputs, date pickers).

• Section headers (if any) appear as defined.

• Enter values into the fields as needed.

Submit & Confirmation

• Submit the form.

• A confirmation page appears: “Form Submitted Successfully!”, along with a summary (JSON view) of the submitted data.

Tips:

• Group first, fine-tune later: Create sections up front, then refine individual field settings.

• Field order = form flow: Arrange fields in the sequence you want users to complete them.

• Use proper input types: Set dates to date pickers, numerics to numeric inputs, etc., to reduce entry errors.

• Mark essentials as Required: In Step 1, set critical fields as required to ensure data quality.

Troubleshooting

• Field missing in the form: Confirm the field exists in the Data Set and is not hidden in Step 1.

• Wrong control type (e.g., date showing as text): Edit the field mapping and set the correct input type.

• Cannot proceed from Step 1: Ensure at least one field is mapped and resolve validation hints on expanded fields.

• Submission shows empty values: Check placeholder vs. value; ensure you entered data before submitting, and that required fields are satisfied.