Form Building - Part 6

Instructions

Step 1: Test the List Interface

• Click Support Requests in the top bar to open the list
• Click Add new item to add another request
• Create a test record and upload an image in the Screenshot column
• Click Save

You should now have test support requests as shown.

Step 2: Set Support Response Column Visibility

We want the Support Response to be hidden during item creation.

• Go to Form Designer
• Select the container that holds Support Response
• In the right-hand panel, open Permissions
• Click Add new rule
• Rule name: Show on Edit and Display
• Type: Write
• Apply to: Edit and Display only
• Click Save

Step 3: Set Default Value for Requester

Let’s set the Requester to default to the current user.

• Select the Requester column
• Under Values, click Add new rule
• Rule name: Default to Current User
• Type: Dynamic rule
• Value: [Current user]
• Apply to: New only
• Click Save

Step 4: Add Placeholder for Phone Number

• Select the Phone column
• Enter Placeholder: ###-###-####

This guides users to input the number in the correct format.

Step 5: Set Default Status

Let’s default the Status to “Requested” for new entries.

• Select the Status column
• Click Add new rule
• Rule name: Default to Requested
• Type: Dynamic rule
• Value: Requested
• Apply to: New only
• Click Save

Step 6: Add Conditional Fragment for Priority

Let’s add a message fragment that only shows when Priority is set to High.

• Drag Fragment below the Priority column
• Add content such as: Select High Priority only if thid is a critical issue blocking you from doing work.
• Format the text to make it stand out (bold, color, etc.)
• Select the Fragment
• Click Add new rule 
  • Rule name: Show if Priority is High
  • Type: Read
  • Add condition: Priority = High

Real Example: Smart Column Behavior Based on Form Mode

A new user opens the request form. The form automatically:

• Fills in their name in the Requester column
• Hides the Support Response column (as it’s not needed on submission)
• Suggests a phone format via placeholder
• Sets default Status to “Requested”
• Shows a special alert message only if the priority is set to High

These small automations help users submit accurate and complete requests, while simplifying the form experience.