Forms Overview

Forms are the primary building blocks of GW Apps applications. They define the information collected, displayed, and stored in application records.

Users interact with forms to:

• Create records.
• View record information.
• Edit permitted fields.
• Perform workflow actions.
• Add comments and attachments.
• Review record history.

A record is one saved instance of a form. For example, every request submitted through an IT Request form becomes a separate record.

Forms Dashboard

The Forms Dashboard displays the forms available in the current application.

App Designers can use it to:

• Create a form.
• Open and edit an existing form.
• Launch a form for testing.
• Duplicate a form.
• Review form information and design history.
• Export form-field definitions when available.
• Delete a form that is no longer required.

A new form can be created manually or, when available, by using AI to generate an initial set of suggested fields.

For detailed instructions, see Forms Dashboard & Creating Forms.

Form Editor

The Form Editor is where App Designers configure a form’s fields, layout, workflow, security, and general behavior.

The Form Editor contains the following primary areas:

Area	Description
Design	Add fields and components, organize sections and columns, and configure field properties.
Workflow	Define workflow stages, action buttons, routing, actions, and record-processing behavior.
Security	Control which roles can view, edit, or delete records and configure field, section, and workflow-button access.
Settings	Configure the form name, description, record behavior, Record ID, unique fields, layout, and record-creation permissions.
Anonymous	Configure anonymous access when the feature is enabled for the platform.
SLA	Configure service-level targets and measurements for the form.

Some areas appear only when the corresponding feature has been enabled or configured.

For a complete introduction, see Form Editor Overview.

Form Fields and Components

Form fields define the individual values stored in a record.

Available field types can be used to collect information such as:

• Text and formatted text.
• Numbers, currency, and calculated values.
• Dates and times.
• Lists and selections.
• Users and roles.
• File attachments.
• Lookup values.
• Addresses.
• Dynamic table data.
• Other supported information.

Components such as sections, columns, labels, and layout elements help organize the form without necessarily storing a separate record value.

Each field type has its own properties, validation options, formatting, and supported behavior. See the articles under Form Fields & Components for field-specific instructions.

Workflow and Security

Forms can include a workflow that controls how records move through a business process.

Workflow stages can represent statuses such as:

• Draft.
• Submitted.
• Under Review.
• Approved.
• Rejected.
• Completed.

For each stage, App Designers can configure role permissions, field access, available action buttons, routing, and automated actions.

For more information, see Workflow Editor.

Form Settings

Form-level settings control behavior that applies across the form, including:

• Form name and description.
• Language behavior.
• Record copying.
• Record-status visibility.
• Record History comments.
• Record ID formatting.
• Unique-field combinations.
• Form width and outline.
• Roles permitted to create records.

For detailed instructions, see Form Editor: Settings Tab.