There are three types of forms that can be created in Forms builder. Each type of form has unique features that allow you to customize what you see on a quicklaunch or atom/record form and on the the App Dashboard.
1. Root Forms
The root form is a standalone form that can be assigned as an app's quicklaunch or atom/record form.
Tabs are unique to the root form itself. There is currently no limit to the number of tabs you can add to a form. However, from a user experience point of view, we don't recommend more than 5.
You can also add any number of fields to a tab you want. However, if there are a substantial number of fields, there may be an impact on performance. In cases like this, you can take advantage of formlets to help manage the number of fields and when the fields show.
You can only add a field to a root form once. Read Multiple Instances of a Field on a Form for more info.
2. Formlets
A formlet is a set of fields that can be embedded inside a root form. Formlets are designed to help break complex forms into more sizeable chunks and make large forms more manageable. You can add any number of fields you want to a formlet; however, more complex formlets may take longer to render.
Unlike root forms, formlets do not have tabs or their own Roles or HiddenIf properties. Instead, they adhere to the root form's tab property that they are on.
There are three types of formlets:
- Basic Formlets are the simplest version of formlets and are a sub-set of fields that can be added to one or many root forms.
- Show-If Formlets use rules to determine if a formlet should appear on a root form.
- Cascading List Combo (CLC) Backed Formlets conditionally render on root forms based on the different combination of values in a Cascading Listcombo (CLC).
3. Embedded Grids
An embedded grid is a specialized form that will allow you to show and edit selected fields directly on the app’s grid dashboard. When on the App Dashboard, clicking on the eye icon to the left of the Record will expand or collapse that particular Record and allow you to quickly view information and/or edit the fields.
