Passer au contenu principal

Form Configuration

Accessing Forms​

Forms can be accessed through the Casibase admin interface:

  1. Log in to your Casibase admin dashboard
  2. Navigate to the Forms section from the main menu
  3. You'll see a list of existing forms organized by category and type

Creating a New Form​

Step 1: Basic Information​

To create a new form:

  1. Click the Add button on the Forms list page
  2. Fill in the basic form information:
    • Organization: Select the organization (typically your organization name)
    • Name: Enter a unique identifier for the form
    • Display Name: Provide a human-readable name
    • Position: Set the position or order (optional)

Step 2: Select Form Category​

Choose the appropriate category for your form:

  • Table: For traditional table-based forms
  • iFrame: For embedding external content
  • List Page: For customizing list page columns (recommended for most use cases)

Step 3: Configure Form Type​

If you selected List Page as the category:

  1. Choose the Type from the dropdown menu

    • Currently supported: Records
    • More types will be added in future versions

  2. The form will automatically populate with default columns for the selected type

Step 4: Customize Form Items​

For each form item (column), you can configure:

Name​

The internal identifier for the column. This corresponds to the data field being displayed.

Available columns for Records include:

  • organization: Organization name
  • id: Record ID
  • name: Record name
  • clientIp: Client IP address
  • createdTime: Creation timestamp
  • provider: AI provider name
  • provider2: Secondary provider
  • user: Associated user
  • method: HTTP method
  • requestUri: Request URI
  • language: Language
  • query: Query parameters
  • region: Geographic region
  • city: City
  • unit: Unit information
  • section: Section
  • response: Response data
  • object: Related object
  • errorText: Error messages
  • isTriggered: Trigger status
  • action: Action column
  • block: Block information
  • block2: Secondary block information

Visible​

Toggle to show or hide the column in the list page. Hidden columns are still available in the form configuration but won't appear in the UI.

Width​

Set the column width in pixels. This helps optimize the display based on the content length and your screen size.

conseil
  • Use narrower widths (90-120px) for short fields like IDs, dates, and status indicators
  • Use wider widths (200-300px) for longer text fields like names, descriptions, and URIs
  • Adjust widths based on your typical content length to avoid truncation

Step 5: Reorder Columns​

Arrange columns in your preferred order:

  1. Use the Up arrow button to move a column up
  2. Use the Down arrow button to move a column down
  3. The leftmost columns will appear first in the list page

Step 6: Add or Remove Columns​

  • Add Column: Click the Add button to create a new custom column
  • Remove Column: Click the Delete button next to a column to remove it
  • Reset to Default: Click Reset to Default to restore the original column configuration

Step 7: Preview and Save​

  1. View the Preview section at the bottom of the form editor
  2. The preview shows how your form will appear in the actual list page
  3. Click on the preview to open the full list page in a new window
  4. Once satisfied, click Save & Exit to apply your changes

Editing Existing Forms​

To modify an existing form:

  1. Navigate to the Forms list page
  2. Click on the form name or the edit button
  3. Make your desired changes
  4. Click Save & Exit to apply the updates

Changes take effect immediately for all users viewing the corresponding list page.

Form Categories in Detail​

List Page Forms​

List Page forms are the most commonly used type in Casibase. They allow you to:

  • Customize which columns appear in list views
  • Control column order and width
  • Show/hide columns based on user needs
  • Create optimized views for different workflows
prudence

When configuring List Page forms:

  • The Action column is always displayed at the end, regardless of form item configuration
  • At least one column should be visible for the list page to be functional
  • Column names must match the actual data fields available in the backend

Table Forms​

Table forms are used for structured data display in table format. Configuration is similar to List Page forms but may have different available fields based on the data source.

iFrame Forms​

iFrame forms allow you to embed external content or applications within the Casibase interface:

  1. Set the URL field to the external content address
  2. Configure display settings as needed
  3. The content will be displayed in an embedded frame