Forms Dashboard & Creating Forms

The Forms Dashboard displays the forms available in the current application. App Designers can use it to create forms and open existing forms for design, workflow, security, testing, and administration.

To access it:

1. Open the application in the Application Designer.
2. Select Forms from the left navigation.

Forms Dashboard

The Forms Dashboard displays the application’s forms as tiles.

Option	Description
New Form	Opens the New Form dialog.
Select a form	Opens the selected form’s overview page.
Info	Displays basic information and the form’s design history when available.

Form Overview

After selecting a form, its overview page provides access to the form’s primary design and management options.

[Insert a current screenshot of the form overview page here.]

Figure 2. A form’s overview page provides access to its design, workflow, security, testing, and management options.

Option	Description
Launch Form	Launches the form so it can be tested or used to create a record.
Design	Opens the Form Editor’s Design area to configure fields, sections, components, and layout.
Workflow	Opens the workflow configuration for the form.
Security	Opens the form’s workflow and field-security configuration.
Duplicate	Creates a copy of the form. Review the copied form’s workflow, actions, security, and related resources before using it.
Delete Form	Deletes the form from the application. Confirm that it is not required by views, pages, actions, triggers, integrations, or other application resources before deleting it.

Duplicate, Export Fields to CSV, and Delete Form are available from the form’s More menu.

Creating a New Form

To create a form:

1. Select New Form from the Forms Dashboard.
2. Complete the Form Information step.
3. Review or add fields in the Form Fields step.
4. Select Create.

Form Information

The first step defines the form’s basic information and record-creation access.

Field	Description
Name	Required. Enter a clear name for the form.
Description	Enter a short explanation of the form’s purpose.
Form Creators	Select the roles allowed to create records with this form. These permissions can be updated later from the Form Editor’s Settings tab.
Generate Fields using AI	Enable this option to have GW Apps suggest an initial set of fields for the form.
Additional AI context	When AI generation is enabled, provide information about the business process, data to collect, intended users, and other requirements.

Form Creators controls who can create records. It does not automatically give those roles access to records at every workflow stage.

Generate Fields Using AI

When Generate Fields using AI is enabled, GW Apps uses the form name, description, and additional context to suggest an initial field structure.

Provide enough context to describe:

• The form’s business purpose.
• The information users need to enter.
• Important dates, amounts, users, or attachments.
• Any categories or selections required.
• The people who will create or review the records.

AI-generated fields are suggestions. Review every field before creating the form.

For detailed guidance, see Forms: Generate Fields Using AI.

Form Fields

The Form Fields step displays the proposed fields before the form is created.

Option	Description
Regenerate Fields	Requests another set of AI-generated field suggestions. Review the replacement suggestions carefully.
Edit	Changes the selected field’s name, description, type, or other available information.
Delete	Removes the selected suggested field.
Add Field	Adds another field to the proposed form.
Cancel	Closes the dialog without creating the form.
Create	Creates the form using the reviewed field list.

If AI generation is not used, add the required fields manually.

Review AI Suggestions

Before selecting Create:

• Confirm that every required business value is represented.
• Remove duplicate or unnecessary fields.
• Confirm that each field uses an appropriate type.
• Review field names and descriptions.
• Check whether user, date, number, currency, attachment, list, or lookup fields would be more appropriate than plain text.
• Avoid placing sensitive information in the form unless the security requirements are understood.
• Plan lookup forms separately where controlled reference data is required.

AI field generation creates a starting structure. Workflow, security, validation, conditional behavior, layout, actions, and other advanced configuration must still be reviewed in the Form Editor.

After Creating the Form

After selecting Create, open the form and configure the remaining requirements:

• Add or rearrange fields and sections.
• Configure field properties and validation.
• Build the workflow.
• Configure role and field security.
• Review the Form Editor Settings tab.
• Configure anonymous access only when required.
• Configure SLA settings when applicable.
• Launch the form and test it with representative roles.