FORM BUILDER¶

• Label: Display name shown to end users
• Placeholder: Hint text inside field before input
• Help Text: Guidance shown below the field
• Tooltip: Info shown on hover beside the label
• Show Label: Toggle label visibility. Enabled by default
• Label Position: Top · Left · Right · Floating
• Default Value: Pre-filled value on form load

• Min Length: Minimum characters required
• Max Length: Default: 255. 0 = Unlimited
• Input Mask / Pattern: # = Digit, A = Alphabet
• Enable Masking: Masks displayed value without changing stored data. Disabled by default
  • Mask Direction: All Characters · Left (+ Characters to Mask) · Right (+ Characters to Mask) · Middle (+ Start & End Position)
  • Mask Character: Bullet • · Asterisk * · Letter X · Hash #

• Width: 1 Column · 2 Columns · 3 Columns
• Start New Row: Moves field to a new row. Disabled by default
• Size: Small · Medium · Large
• CSS Classes: Space-separated custom class names

• Enable Metadata Pre-fill: Auto pre-fills using ETL or API when a recordId is provided. Disabled by default
  • ETL Dataset (Default): Choose dataset → auto-fills field from matching record
  • API Endpoint: API URL (supports {recordId}) · HTTP Method (GET / POST) · Response Path (JSON path to extract value)

• Role-Based Access: Control visibility and edit access by role
• Add Role: Select roles from dropdown. Per role: Visible · Editable · Required · Delete
• Mark as PII / Sensitive Data: Flags field as personal, financial, or confidential

• Label: Display name shown to end users
• Placeholder: Hint text inside the input box before user enters a value
• Help Text: Guidance shown below the field
• Tooltip: Info shown on hover beside the label
• Show Label: Toggle label visibility. Enabled by default
• Label Position: Top · Left · Right · Floating
• Default Value: Pre-filled value on form load

• Row Count: Number of rows displayed; adjustable via arrows
• Max Length: Default: 2000. 0 = Unlimited
• Auto-growth Height: Toggle to enable auto-expansion of field height
• Show Character Count: Toggle to show/hide character count

• Width: 1 Column · 2 Columns · 3 Columns
• Start New Row: Moves field to a new row. Disabled by default
• Size: Small · Medium · Large
• CSS Classes: Space-separated custom class names

• Enable Metadata Pre-fill: Auto pre-fills using ETL or API when a recordId is provided. Disabled by default
  • ETL Dataset (Default): Choose dataset → auto-fills field from matching record
  • API Endpoint: API URL (supports {recordId}) · HTTP Method (GET / POST) · Response Path (JSON path to extract value)

• Role-Based Access: Control visibility and edit access by role
• Add Role: Select roles from dropdown. Per role: Visible · Editable · Required · Delete
• Mark as PII / Sensitive Data: Flags field as personal, financial, or confidential

• Label: Display name shown to end users
• Placeholder: Hint text inside the input box before user enters a value
• Help Text: Guidance shown below the field
• Tooltip: Info shown on hover beside the label
• Show Label: Toggle label visibility. Enabled by default
• Label Position: Top · Left · Right · Floating
• Default Value: Pre-filled value on form load

• Allow Multiple Emails: Toggle to allow multiple email entries. Disabled by default
• Allowed Domains: Restrict submissions to specific domains. Enter comma-separated values (e.g., gmail.com, yahoo.com). Leave empty to allow all domains

• Width: 1 Column · 2 Columns · 3 Columns
• Start New Row: Moves field to a new row. Disabled by default
• Size: Small · Medium · Large
• CSS Classes: Space-separated custom class names

• Enable Metadata Pre-fill: Auto pre-fills using ETL or API when a recordId is provided. Disabled by default
  • ETL Dataset (Default): Choose dataset → auto-fills field from matching record
  • API Endpoint: API URL (supports {recordId}) · HTTP Method (GET / POST) · Response Path (JSON path to extract value)

• Role-Based Access: Control visibility and edit access by role
• Add Role: Select roles from dropdown. Per role: Visible · Editable · Required · Delete
• Mark as PII / Sensitive Data: Flags field as personal, financial, or confidential

• Label: Display name shown to end users
• Placeholder: Hint text inside the input box before user enters a value
• Help Text: Guidance shown below the field
• Tooltip: Info shown on hover beside the label
• Show Label: Toggle label visibility. Enabled by default
• Label Position: Top · Left · Right · Floating
• Default Value: Pre-filled value on form load

• Default Country Code: Select default dialing code from dropdown (e.g., +1 USA, +91 India, +44 UK)
• Phone Format: International (e.g., +91 9876543210) · National (e.g., 9876543210) · Digits Only (numeric only)
• Show Country Code Selector: Allows users to select/change country code while entering number. Disabled by default

• Width: 1 Column · 2 Columns · 3 Columns
• Start New Row: Moves field to a new row. Disabled by default
• Size: Small · Medium · Large
• CSS Classes: Space-separated custom class names

• Enable Metadata Pre-fill: Auto pre-fills using ETL or API when a recordId is provided. Disabled by default
  • ETL Dataset (Default): Choose dataset → auto-fills field from matching record
  • API Endpoint: API URL (supports {recordId}) · HTTP Method (GET / POST) · Response Path (JSON path to extract value)

• Role-Based Access: Control visibility and edit access by role
• Add Role: Select roles from dropdown. Per role: Visible · Editable · Required · Delete
• Mark as PII / Sensitive Data: Flags field as personal, financial, or confidential

• Label: Display name shown to end users
• Placeholder: Hint text inside the input box before user enters a value
• Help Text: Guidance shown below the field
• Tooltip: Info shown on hover beside the label
• Show Label: Toggle label visibility. Enabled by default
• Label Position: Top · Left · Right · Floating
• Default Value: Pre-filled value on form load

• Width: 1 Column · 2 Columns · 3 Columns
• Start New Row: Moves field to a new row. Disabled by default
• Size: Small · Medium · Large
• CSS Classes: Space-separated custom class names

• Enable Metadata Pre-fill: Auto pre-fills using ETL or API when a recordId is provided. Disabled by default
  • ETL Dataset (Default): Choose dataset → auto-fills field from matching record
  • API Endpoint: API URL (supports {recordId}) · HTTP Method (GET / POST) · Response Path (JSON path to extract value)

• Role-Based Access: Control visibility and edit access by role
• Add Role: Select roles from dropdown. Per role: Visible · Editable · Required · Delete
• Mark as PII / Sensitive Data: Flags field as personal, financial, or confidential

• Label: Display name shown to end users
• Placeholder: Hint text inside the input box before user enters a value
• Help Text: Guidance shown below the field
• Tooltip: Info shown on hover beside the label
• Show Label: Toggle label visibility. Enabled by default
• Label Position: Top · Left · Right · Floating
• Default Value: Pre-filled value on form load

• Allowed Protocols: Select one or more protocols from dropdown (e.g., https, ftp, mailto, tel)
• Validate URL Format: Validates the entered URL. Enabled by default

• Width: 1 Column · 2 Columns · 3 Columns
• Start New Row: Moves field to a new row. Disabled by default
• Size: Small · Medium · Large
• CSS Classes: Space-separated custom class names

• Enable Metadata Pre-fill: Auto pre-fills using ETL or API when a recordId is provided. Disabled by default
  • ETL Dataset (Default): Choose dataset → auto-fills field from matching record
  • API Endpoint: API URL (supports {recordId}) · HTTP Method (GET / POST) · Response Path (JSON path to extract value)

• Role-Based Access: Control visibility and edit access by role
• Add Role: Select roles from dropdown. Per role: Visible · Editable · Required · Delete
• Mark as PII / Sensitive Data: Flags field as personal, financial, or confidential

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Minimum Value : Defines the smallest number allowed in the field.Users cannot enter a value lower than the configured limit.
• Maximum Value : Defines the largest number allowed in the field.Users cannot enter a value greater than the configured limit.
• Step : Defines the increment or decrement interval used when increasing or decreasing the value. Example: Step value 1 increases numbers by 1, while 0.5 increases by 0.5.
• Allow Negative Numbers : Toggle option disabled by default. When enabled, users can enter negative values such as -10.
• Use Thousand Separator : Toggle option disabled by default. When enabled, large numbers are automatically formatted using separators for better readability. Example: 1000000 → 1,000,000

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default.When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Currency Symbol : Select the currency symbol to display with the entered value. Example: ₹, $, €, £
• Symbol Position : Defines where the currency symbol appears relative to the amount.
  • Left : Example ₹500
  • Right : Example 500₹
• Decimal Places : Defines the number of decimal digits allowed after the decimal point. Example: 2 → 100.50
• Use Thousand Separator : Toggle option disabled by default. When enabled, large numbers are automatically formatted using separators for better readability. Example: 1000000 → 1,000,000

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Enable Search/Filter : Toggle option disabled by default. When enabled, users can search and filter options in the dropdown

• Options Source : Select the source of the options from the dropdown .
  • static
  • option set
  • dataset
  • api

• 1. Static
  • Click + Add Option to manually enter a Label and Value. Repeat to add multiple options.
  • To add in bulk, click Import CSV → upload your CSV file.
  • Use Download Sample Format to get the correct template before uploading.
• 2. Option Set
  • Select an existing option set from the dropdown, or click Create New to open a new tab with two sections:
  • Details Tab
    • Internal Name — Unique identifier (e.g. countries) — no spaces, lowercase recommended
    • Display Name — User-friendly name shown in UI (e.g. Country List)
    • Description — Brief description of this option set
    • Category — Group related option sets together
    • Organization-wide (Global) — Make this option set available across all forms
    • Sort Alphabetically — Auto-sort options by label
    • Allow Runtime Additions — Let users add new options while filling the form
    • Hierarchical (NEW) — Enables parent → child trees (e.g. Country → State → City). Bind a Dropdown / Listbox / Cascading Dropdown field and set Cascade Mode → Option-Set Hierarchy to walk the tree. Recommended for 50k+ values.
  • Options Tab
    • Click + Add Option to enter a Label and Value. Repeat for multiple options.
    • Or use Import CSV to upload options in bulk.
• 3. Dataset
  • Select Dataset — Choose an ETL table from the dropdown to use as the options source.
• 4. API
  • API Endpoint URL — External API URL to fetch options from (e.g. https://api.example.com/options)
  • HTTP Method — Select GET or POST
  • Label JSONPath — Path to the label field in the JSON response (e.g. label)
  • Value JSONPath — Path to the value field in the JSON response (e.g. value)
  • Click Test Connection to verify the API is reachable and returning data correctly.

• Configure this dropdown to filter its options based on another dropdown's selection.
  Example: Country → State → City cascading relationship.
• Enable Cascade from Parent Field — Toggle (disabled by default). When enabled, the dropdown options are filtered based on another dropdown's selection.
• When enabled, select a Cascade Mode:
  • Parent Field — Filter this dropdown by another field's value (works with separate option-sets, datasets, etc.)
  • Option-Set Hierarchy — Use the option-set's own parent → child tree. (Requires a hierarchical option-set.)
• Parent Field — Select the dropdown that controls this field's options.
• Filter Field — Enter the field name in the options that matches the parent value (e.g. parentValue or stateId).
• Behavior
  • Clear selection when parent changes — Resets this field when the parent value changes.
  • Disable until parent is selected — Field stays disabled until the parent has a value.
  • Auto-fill when only one option matches — Automatically sets the value when the cascade narrows to exactly one option. Useful for pincode → city → state chains.
• Metadata Auto-fill — Fills other fields from this option's metadata. Use with a flat option-set whose values carry metadata (e.g. a pincode carrying its city & state). When this field changes, each mapped target is set from the specified metadata key — no hierarchy needed.
  • Click + Add Metadata Target → choose the metadata key (e.g. CITY) and the target field it should fill (e.g. your City field).

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

• Data Source Type : Toggle option disabled by default
• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response
Permissions
• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Enable Search/Filter : Toggle option disabled by default. When enabled, users can search and filter options in the dropdown

• Options Source : Select the source of the options from the dropdown .
  • static
  • option set
  • dataset
  • api

• 1. Static
  • Click + Add Option to manually enter a Label and Value. Repeat to add multiple options.
  • To add in bulk, click Import CSV → upload your CSV file.
  • Use Download Sample Format to get the correct template before uploading.
• 2. Option Set
  • Select an existing option set from the dropdown, or click Create New to open a new tab with two sections:
  • Details Tab
    • Internal Name — Unique identifier (e.g. countries) — no spaces, lowercase recommended
    • Display Name — User-friendly name shown in UI (e.g. Country List)
    • Description — Brief description of this option set
    • Category — Group related option sets together
    • Organization-wide (Global) — Make this option set available across all forms
    • Sort Alphabetically — Auto-sort options by label
    • Allow Runtime Additions — Let users add new options while filling the form
    • Hierarchical (NEW) — Enables parent → child trees (e.g. Country → State → City). Bind a Dropdown / Listbox / Cascading Dropdown field and set Cascade Mode → Option-Set Hierarchy to walk the tree. Recommended for 50k+ values.
  • Options Tab
    • Click + Add Option to enter a Label and Value. Repeat for multiple options.
    • Or use Import CSV to upload options in bulk.
• 3. Dataset
  • Select Dataset — Choose an ETL table from the dropdown to use as the options source.
• 4. API
  • API Endpoint URL — External API URL to fetch options from (e.g. https://api.example.com/options)
  • HTTP Method — Select GET or POST
  • Label JSONPath — Path to the label field in the JSON response (e.g. label)
  • Value JSONPath — Path to the value field in the JSON response (e.g. value)
  • Click Test Connection to verify the API is reachable and returning data correctly.

• Configure this dropdown to filter its options based on another dropdown's selection.
  Example: Country → State → City cascading relationship.
• Enable Cascade from Parent Field — Toggle (disabled by default). When enabled, the dropdown options are filtered based on another dropdown's selection.
• When enabled, select a Cascade Mode:
  • Parent Field — Filter this dropdown by another field's value (works with separate option-sets, datasets, etc.)
  • Option-Set Hierarchy — Use the option-set's own parent → child tree. (Requires a hierarchical option-set.)
• Parent Field — Select the dropdown that controls this field's options.
• Filter Field — Enter the field name in the options that matches the parent value (e.g. parentValue or stateId).
• Behavior
  • Clear selection when parent changes — Resets this field when the parent value changes.
  • Disable until parent is selected — Field stays disabled until the parent has a value.
  • Auto-fill when only one option matches — Automatically sets the value when the cascade narrows to exactly one option. Useful for pincode → city → state chains.
• Metadata Auto-fill — Fills other fields from this option's metadata. Use with a flat option-set whose values carry metadata (e.g. a pincode carrying its city & state). When this field changes, each mapped target is set from the specified metadata key — no hierarchy needed.
  • Click + Add Metadata Target → choose the metadata key (e.g. CITY) and the target field it should fill (e.g. your City field).

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

• Data Source Type : Toggle option disabled by default
• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response
Permissions
• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Radio Button Settings
  • Layout — Choose how the radio buttons are arranged:
    • Vertical Stacked — Options are listed one below the other.
    • Horizontal Inline — Options are displayed side by side.
  • Variant — Choose the visual style of the radio buttons:
    • Standard — Default radio button appearance.
    • Card Style — Options displayed as bordered box cards.

• Options Source : Select the source of the options from the dropdown .
  • static
  • option set
  • dataset
  • api

• 1. Static
  • Click + Add Option to manually enter a Label and Value. Repeat to add multiple options.
  • To add in bulk, click Import CSV → upload your CSV file.
  • Use Download Sample Format to get the correct template before uploading.
• 2. Option Set
  • Select an existing option set from the dropdown, or click Create New to open a new tab with two sections:
  • Details Tab
    • Internal Name — Unique identifier (e.g. countries) — no spaces, lowercase recommended
    • Display Name — User-friendly name shown in UI (e.g. Country List)
    • Description — Brief description of this option set
    • Category — Group related option sets together
    • Organization-wide (Global) — Make this option set available across all forms
    • Sort Alphabetically — Auto-sort options by label
    • Allow Runtime Additions — Let users add new options while filling the form
    • Hierarchical (NEW) — Enables parent → child trees (e.g. Country → State → City). Bind a Dropdown / Listbox / Cascading Dropdown field and set Cascade Mode → Option-Set Hierarchy to walk the tree. Recommended for 50k+ values.
  • Options Tab
    • Click + Add Option to enter a Label and Value. Repeat for multiple options.
    • Or use Import CSV to upload options in bulk.
• 3. Dataset
  • Select Dataset — Choose an ETL table from the dropdown to use as the options source.
• 4. API
  • API Endpoint URL — External API URL to fetch options from (e.g. https://api.example.com/options)
  • HTTP Method — Select GET or POST
  • Label JSONPath — Path to the label field in the JSON response (e.g. label)
  • Value JSONPath — Path to the value field in the JSON response (e.g. value)
  • Click Test Connection to verify the API is reachable and returning data correctly.

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

• Data Source Type : Toggle option disabled by default
• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response
Permissions
• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Options Source : Select the source of the options from the dropdown .
  • static
  • option set
  • dataset
  • api

• 1. Static
  • Click + Add Option to manually enter a Label and Value. Repeat to add multiple options.
  • To add in bulk, click Import CSV → upload your CSV file.
  • Use Download Sample Format to get the correct template before uploading.
• 2. Option Set
  • Select an existing option set from the dropdown, or click Create New to open a new tab with two sections:
  • Details Tab
    • Internal Name — Unique identifier (e.g. countries) — no spaces, lowercase recommended
    • Display Name — User-friendly name shown in UI (e.g. Country List)
    • Description — Brief description of this option set
    • Category — Group related option sets together
    • Organization-wide (Global) — Make this option set available across all forms
    • Sort Alphabetically — Auto-sort options by label
    • Allow Runtime Additions — Let users add new options while filling the form
    • Hierarchical (NEW) — Enables parent → child trees (e.g. Country → State → City). Bind a Dropdown / Listbox / Cascading Dropdown field and set Cascade Mode → Option-Set Hierarchy to walk the tree. Recommended for 50k+ values.
  • Options Tab
    • Click + Add Option to enter a Label and Value. Repeat for multiple options.
    • Or use Import CSV to upload options in bulk.
• 3. Dataset
  • Select Dataset — Choose an ETL table from the dropdown to use as the options source.
• 4. API
  • API Endpoint URL — External API URL to fetch options from (e.g. https://api.example.com/options)
  • HTTP Method — Select GET or POST
  • Label JSONPath — Path to the label field in the JSON response (e.g. label)
  • Value JSONPath — Path to the value field in the JSON response (e.g. value)
  • Click Test Connection to verify the API is reachable and returning data correctly.

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

• Data Source Type : Toggle option disabled by default
• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response
Permissions
• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

• Data Source Type : Toggle option disabled by default
• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response
Permissions
• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Cascading Dropdown Settings
  • Data Source — Choose the source of the dropdown options:
    • Static Data — Options are sourced from the Options Tab.
    • API Endpoint — Options are fetched from an external API.
      • API Endpoint URL — Enter the API URL to fetch options from.

• Options Source : Select the source of the options from the dropdown .
  • static
  • option set
  • dataset
  • api

• 1. Static
  • Click + Add Option to manually enter a Label and Value. Repeat to add multiple options.
  • To add in bulk, click Import CSV → upload your CSV file.
  • Use Download Sample Format to get the correct template before uploading.
• 2. Option Set
  • Select an existing option set from the dropdown, or click Create New to open a new tab with two sections:
  • Details Tab
    • Internal Name — Unique identifier (e.g. countries) — no spaces, lowercase recommended
    • Display Name — User-friendly name shown in UI (e.g. Country List)
    • Description — Brief description of this option set
    • Category — Group related option sets together
    • Organization-wide (Global) — Make this option set available across all forms
    • Sort Alphabetically — Auto-sort options by label
    • Allow Runtime Additions — Let users add new options while filling the form
    • Hierarchical (NEW) — Enables parent → child trees (e.g. Country → State → City). Bind a Dropdown / Listbox / Cascading Dropdown field and set Cascade Mode → Option-Set Hierarchy to walk the tree. Recommended for 50k+ values.
  • Options Tab
    • Click + Add Option to enter a Label and Value. Repeat for multiple options.
    • Or use Import CSV to upload options in bulk.
• 3. Dataset
  • Select Dataset — Choose an ETL table from the dropdown to use as the options source.
• 4. API
  • API Endpoint URL — External API URL to fetch options from (e.g. https://api.example.com/options)
  • HTTP Method — Select GET or POST
  • Label JSONPath — Path to the label field in the JSON response (e.g. label)
  • Value JSONPath — Path to the value field in the JSON response (e.g. value)
  • Click Test Connection to verify the API is reachable and returning data correctly.

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

• Data Source Type : Toggle option disabled by default
• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response
Permissions
• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Multilevel Dropdown Settings
  • Allow Multiple Selection — Enable to let users select more than one option. (Disabled by default.)
  • Show Item Count in Groups — Displays the count of items within each group (e.g. Frontend (5)). (Disabled by default.)
  • Collapsible Groups — Enable to allow users to expand and collapse option groups. (Disabled by default.)

• Options Source : Select the source of the options from the dropdown .
  • static
  • option set
  • dataset
  • api

• 1. Static
  • Click + Add Option to manually enter a Label and Value. Repeat to add multiple options.
  • To add in bulk, click Import CSV → upload your CSV file.
  • Use Download Sample Format to get the correct template before uploading.
• 2. Option Set
  • Select an existing option set from the dropdown, or click Create New to open a new tab with two sections:
  • Details Tab
    • Internal Name — Unique identifier (e.g. countries) — no spaces, lowercase recommended
    • Display Name — User-friendly name shown in UI (e.g. Country List)
    • Description — Brief description of this option set
    • Category — Group related option sets together
    • Organization-wide (Global) — Make this option set available across all forms
    • Sort Alphabetically — Auto-sort options by label
    • Allow Runtime Additions — Let users add new options while filling the form
    • Hierarchical (NEW) — Enables parent → child trees (e.g. Country → State → City). Bind a Dropdown / Listbox / Cascading Dropdown field and set Cascade Mode → Option-Set Hierarchy to walk the tree. Recommended for 50k+ values.
  • Options Tab
    • Click + Add Option to enter a Label and Value. Repeat for multiple options.
    • Or use Import CSV to upload options in bulk.
• 3. Dataset
  • Select Dataset — Choose an ETL table from the dropdown to use as the options source.
• 4. API
  • API Endpoint URL — External API URL to fetch options from (e.g. https://api.example.com/options)
  • HTTP Method — Select GET or POST
  • Label JSONPath — Path to the label field in the JSON response (e.g. label)
  • Value JSONPath — Path to the value field in the JSON response (e.g. value)
  • Click Test Connection to verify the API is reachable and returning data correctly.

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

• Data Source Type : Toggle option disabled by default
• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response
Permissions
• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Listbox Settings
  • Allow Multiple Selection — Enable to let users select more than one option. (Disabled by default.)
    • Show Select All / Clear All — Appears only when Multiple Selection is enabled. Adds buttons to select or clear all options at once. (Disabled by default.)
  • Show Search Filter — Displays a search box inside the listbox to filter options. (Enabled by default.)
  • Max Height (px) — Set the maximum visible height of the listbox. Accepts values between 100px and 600px. (Default: 300px.)

• Options Source : Select the source of the options from the dropdown .
  • static
  • option set
  • dataset
  • api

• 1. Static
  • Click + Add Option to manually enter a Label and Value. Repeat to add multiple options.
  • To add in bulk, click Import CSV → upload your CSV file.
  • Use Download Sample Format to get the correct template before uploading.
• 2. Option Set
  • Select an existing option set from the dropdown, or click Create New to open a new tab with two sections:
  • Details Tab
    • Internal Name — Unique identifier (e.g. countries) — no spaces, lowercase recommended
    • Display Name — User-friendly name shown in UI (e.g. Country List)
    • Description — Brief description of this option set
    • Category — Group related option sets together
    • Organization-wide (Global) — Make this option set available across all forms
    • Sort Alphabetically — Auto-sort options by label
    • Allow Runtime Additions — Let users add new options while filling the form
    • Hierarchical (NEW) — Enables parent → child trees (e.g. Country → State → City). Bind a Dropdown / Listbox / Cascading Dropdown field and set Cascade Mode → Option-Set Hierarchy to walk the tree. Recommended for 50k+ values.
  • Options Tab
    • Click + Add Option to enter a Label and Value. Repeat for multiple options.
    • Or use Import CSV to upload options in bulk.
• 3. Dataset
  • Select Dataset — Choose an ETL table from the dropdown to use as the options source.
• 4. API
  • API Endpoint URL — External API URL to fetch options from (e.g. https://api.example.com/options)
  • HTTP Method — Select GET or POST
  • Label JSONPath — Path to the label field in the JSON response (e.g. label)
  • Value JSONPath — Path to the value field in the JSON response (e.g. value)
  • Click Test Connection to verify the API is reachable and returning data correctly.

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

• Data Source Type : Toggle option disabled by default
• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response
Permissions
• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Date Format : Defines how the selected date is displayed in the field.
  • Examples: DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD
• Disable Past Dates : Toggle disabled by default. When enabled, Prevents users from selecting dates earlier than the current date.
• Disable Future Dates : Toggle disabled by default. When enabled, Prevents users from selecting dates later than the current date.
• Show Today Button : Toggle option disabled by default. When enabled, a quick action button appears allowing users to instantly select today's date.
• Minimum Date : Defines the earliest selectable date allowed in the field.
• Maximum Date : Defines the latest selectable date allowed in the field.

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Date Format : Defines how the selected date is displayed in the field.
  • Examples: DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD
• Disable Past Dates : Toggle disabled by default. When enabled, Prevents users from selecting dates earlier than the current date.
• Disable Future Dates : Toggle disabled by default. When enabled, Prevents users from selecting dates later than the current date.
• Show Today Button : Toggle option disabled by default. When enabled, a quick action button appears allowing users to instantly select today's date.
• Minimum Date : Defines the earliest selectable date allowed in the field.
• Maximum Date : Defines the latest selectable date allowed in the field.
• Time Format : Defines how the selected time is displayed in the field.
  • Examples: 12-hour, 24-hour
• Minute Step : Defines the increment in minutes for the time selection dropdown.

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Time Format : Defines how the selected time is displayed in the field.
  • Examples: 12-hour, 24-hour
• Minute Step : Defines the increment in minutes for the time selection dropdown.
• Minimum Time : Defines the earliest selectable time allowed in the field.
• Maximum Time : Defines the latest selectable time allowed in the field.

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Date Format : Defines how the selected date is displayed in the field.
  • Examples: DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD
• Disable Past Dates : Toggle disabled by default. When enabled, Prevents users from selecting dates earlier than the current date.
• Disable Future Dates : Toggle disabled by default. When enabled, Prevents users from selecting dates later than the current date.
• Show Today Button : Toggle option disabled by default. When enabled, a quick action button appears allowing users to instantly select today's date.
• Minimum Date : Defines the earliest selectable date allowed in the field.
• Maximum Date : Defines the latest selectable date allowed in the field.
• Date Range Settings
• Show Preset Buttons : Toggle option disabled by default. When enabled, a quick action button appears allowing users to instantly select today's date . (Today, This Week, Last 30 Days, etc.)
• Allow Single Date Selection : Toggle option disabled by default. When enabled, Allows users to select a single date instead of a date range.
• Minimum Range (Days) : Defines the minimum number of days between the start and end date.
• Maximum Range (Days) : Defines the maximum number of days between the start and end date.

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Duration Settings : Configure how duration values are entered and displayed.
• Input Variant : Defines the method used for entering duration values.
  • Individual Selector : Separate selectors for days, hours, minutes, and seconds
  • Free Form Input : Allows users to manually enter duration values
• Show Days : Toggle option to display or hide the days selector.
• Show Hours : Toggle option to display or hide the hours selector.
• Show Minutes : Toggle option to display or hide the minutes selector.
• Show Seconds : Toggle option to display or hide the seconds selector.
• Show Quick Presets : Displays predefined duration shortcuts for quick selection.
  • 15 Minutes
  • 30 Minutes
  • 1 Hour
  • Custom presets as configured

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Lookup Settings : Configure how lookup data is fetched, searched, and displayed.
• Source Type : Defines how lookup data is retrieved.
• Object Type : Specifies the entity type used for lookup. Example: Contact, Account, User
• Display Field : Field shown to users in the dropdown list. Example: name
• Value Field : Field stored as the actual selected value. Example: id
• Search Fields : Comma-separated fields used during search. Example: name,email
• Display Template : Defines how lookup items appear in the dropdown using field placeholders. Example: {name} - {email}
• Search Behavior
  • Min Search Length : Minimum characters required before search starts. Default: 2
  • Debounce (ms) : Delay before triggering search request. Default: 300
  • Max Results : Maximum number of results displayed per search. Default: 20
• Allow Multiple Selections : Allows users to select more than one lookup value.
• Show Recent Selections : Displays recently selected lookup records.
  • Recent Count : Number of recent items shown. Default: 5
• API Configuration
  • API Endpoint : Custom API endpoint used for lookup search. Leave empty to use default endpoint.
  • Response Path : JSON path containing the results array in the API response. Example: data or results
• Advanced
  • Sort Field : Field used for sorting lookup results. Example: name
  • Sort Direction : Defines ascending or descending order
  • Filter Expression : Pre-filters lookup results. Example: status=active
  • Cache TTL (seconds) : Defines lookup cache duration. 0 = No caching
  • Clear on Parent Change : Resets selected value when the parent lookup value changes

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

Display Settings
• Display Mode : Defines how the file upload component appears to users in the form renderer. Select the preferred upload experience from the dropdown:
  • Full (Drag & Drop Zone) – Displays a large upload area where users can drag and drop files or browse manually. Best for desktop-heavy workflows and bulk uploads.
  • Compact (Button + File Name) – Displays a smaller upload button with the selected file name beside it. Suitable for clean and space-efficient forms.
  • Inline (Icon Button Only) – Displays only a minimal upload icon/button. Ideal for compact layouts, tables, or mobile-friendly forms.
• Enable Drag & Drop : Toggle option to allow users to upload files by dragging and dropping them directly into the upload area instead of browsing manually. Disabled by default.
• Show Uploaded Files List : Toggle option to display the list of uploaded files below the upload field. Useful when multiple files are allowed. Disabled by default.
• Show Upload Progress : Toggle option to display a real-time upload progress indicator or progress bar while files are being uploaded. Helps users track large uploads. Disabled by default.
File Limits
• Max File Size (MB) : Defines the maximum allowed size for each uploaded file. Files exceeding this limit will be rejected automatically. Supported range: 1 MB – 500 MB.
• Max Files : Defines the maximum number of files users can upload in a single field. Once the limit is reached, additional uploads will be restricted. Supported range: 1 – 100 files.
• Min File Size (KB) : Defines the minimum allowed file size. Helps prevent empty, corrupted, or extremely small files from being uploaded.
Allowed File Types
• File Type Category : Quick preset selector for commonly used file groups such as:
  • Documents – PDF, DOC, XLS, PPT, TXT
  • Images – JPG, PNG, GIF, SVG
  • Media – MP4, MP3, AVI, WAV
  • Archives – ZIP, RAR, 7Z
  • Custom – Manually define allowed extensions and MIME types
• Allowed Extensions : Defines the list of permitted file extensions (for example: .pdf, .docx, .jpg). Multiple extensions can be entered as comma-separated values.
• Allowed MIME Types : Defines valid MIME/content types for uploaded files (for example: application/pdf, image/*). MIME validation is more secure than extension-only validation because it verifies the actual file format.
• Blocked Extensions : Defines restricted or potentially dangerous file extensions that should always be rejected, such as .exe, .bat, .sh, or .js.
Security Settings
• Validate MIME Type (Magic Bytes) : Toggle option to verify the actual binary content of the uploaded file instead of relying only on the file extension. Helps prevent spoofed or renamed malicious files.
• Virus Scan (Server-side) : Enables antivirus or malware scanning on uploaded files before they are stored or processed by the system.
• Sanitize Filenames : Automatically removes unsupported special characters, unsafe symbols, or invalid naming patterns from uploaded file names to improve compatibility and security.
• Generate Unique Filenames : Automatically prefixes or replaces file names with unique identifiers (such as UUIDs or timestamps) to prevent duplicate filename conflicts.
• Encrypt at Rest : Encrypts uploaded files while stored in the server or cloud storage to improve security and compliance with enterprise data protection standards.
• Retention Period (Days) : Defines how long uploaded files should be retained before automatic deletion.
  • 0 = Keep files permanently
  • Any positive value = Automatically delete files after the specified number of days

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

Display Settings
• Display Mode : Defines how the file upload component appears to users in the form renderer. Select the preferred upload experience from the dropdown:
  • Full (Drag & Drop Zone) – Displays a large upload area where users can drag and drop files or browse manually. Best for desktop-heavy workflows and bulk uploads.
  • Compact (Button + File Name) – Displays a smaller upload button with the selected file name beside it. Suitable for clean and space-efficient forms.
  • Inline (Icon Button Only) – Displays only a minimal upload icon/button. Ideal for compact layouts, tables, or mobile-friendly forms.
• Enable Drag & Drop : Toggle option to allow users to upload files by dragging and dropping them directly into the upload area instead of browsing manually. Disabled by default.
• Show Uploaded Files List : Toggle option to display the list of uploaded files below the upload field. Useful when multiple files are allowed. Disabled by default.
• Show Upload Progress : Toggle option to display a real-time upload progress indicator or progress bar while files are being uploaded. Helps users track large uploads. Disabled by default.

File Limits
• Max File Size (MB) : Defines the maximum allowed size for each uploaded file. Files exceeding this limit will be rejected automatically. Supported range: 1 MB – 500 MB.
• Max Files : Defines the maximum number of files users can upload in a single field. Once the limit is reached, additional uploads will be restricted. Supported range: 1 – 100 files.
• Min File Size (KB) : Defines the minimum allowed file size. Helps prevent empty, corrupted, or extremely small files from being uploaded.

Allowed File Types
• File Type Category : Quick preset selector for commonly used file groups such as:
  • Documents – PDF, DOC, XLS, PPT, TXT
  • Images – JPG, PNG, GIF, SVG
  • Media – MP4, MP3, AVI, WAV
  • Archives – ZIP, RAR, 7Z
  • Custom – Manually define allowed extensions and MIME types
• Allowed Extensions : Defines the list of permitted file extensions (for example: .pdf, .docx, .jpg). Multiple extensions can be entered as comma-separated values.
• Allowed MIME Types : Defines valid MIME/content types for uploaded files (for example: application/pdf, image/*). MIME validation is more secure than extension-only validation because it verifies the actual file format.
• Blocked Extensions : Defines restricted or potentially dangerous file extensions that should always be rejected, such as .exe, .bat, .sh, or .js.

Security Settings
• Validate MIME Type (Magic Bytes) : Toggle option to verify the actual binary content of the uploaded file instead of relying only on the file extension. Helps prevent spoofed or renamed malicious files.
• Virus Scan (Server-side) : Enables antivirus or malware scanning on uploaded files before they are stored or processed by the system.
• Sanitize Filenames : Automatically removes unsupported special characters, unsafe symbols, or invalid naming patterns from uploaded file names to improve compatibility and security.
• Generate Unique Filenames : Automatically prefixes or replaces file names with unique identifiers (such as UUIDs or timestamps) to prevent duplicate filename conflicts.
• Encrypt at Rest : Encrypts uploaded files while stored in the server or cloud storage to improve security and compliance with enterprise data protection standards.
• Retention Period (Days) : Defines how long uploaded files should be retained before automatic deletion.
  • 0 = Keep files permanently
  • Any positive value = Automatically delete files after the specified number of days

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Canvas Width : Defines the width of the signature canvas.
• Canvas Height : Defines the height of the signature canvas.
• Pen Color : Select the color of the pen used for drawing the signature.

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Max Rating : choose the rating from the dropdown from 1 to 5
• Icon Color : choose the color of the icon from the color pallate

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Minimum : Minimum value of the slider
• Maximum : Maximum value of the slider
• Step : Value increases or decreases by this step
• Show Tick Marks : Toggle to show or hide the tick marks
• Show Current Value : Toggle to show or hide the current value

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data

• Label : Display name of the field shown to end users
• Placeholder : Hint text displayed inside the input box before the user enters a value
• Help Text : Additional guidance shown below the field
• Tooltip : Text shown when hovering over the tooltip icon beside the label
• Show Label : Toggle to show or hide the field label. Enabled by default
• Label Position : Select the display position of the label from the dropdown .
  • Top
  • Left
  • Right
  • Floating
• Default Value : Pre-filled value when the form loads

• Alert Type : Defines the visual style and semantic purpose of the alert message. Select the type from the dropdown such as Success, Warning, Error, Info, or Announcement
• Alert Title : Optional bold heading displayed at the top of the alert box to summarize the message
• Alert Message : Main content displayed inside the alert box to provide information, warnings, instructions, or notifications to the user
• Custom Icon : Allows you to define a custom Material icon name that will be displayed inside the alert box. This overrides the default icon associated with the selected alert type
• Variant : Select the visual presentation style of the alert from the dropdown such as Filled, Outlined, Minimal, or Soft
• Show Icon : Toggle to show or hide the alert icon inside the alert box. Enabled by default
• Dismissible : Toggle to allow users to manually close or dismiss the alert message after viewing it
• Link URL : Optional action link displayed inside the alert box that redirects users to an external page, help article, or related resource

• Width : Defines how much horizontal space the field occupies within the form layout.
  • 1 Column : Field occupies one column width
  • 2 Columns : Field spans across two columns
  • 3 Columns : Field spans across three columns
• Start New Row : Toggle option disabled by default. When enabled, the field automatically moves to a new row instead of appearing beside other fields.
• Size : Controls the visual height and spacing of the field.
  • Small : Compact field size
  • Medium : Standard default size
  • Large : Larger field for better visibility and accessibility
• CSS Classes : Allows adding custom CSS class names for styling and layout customization. Multiple class names can be added separated by spaces.

Configure automatic field pre-fill using ETL datasets or external API sources when a recordId is provided.

• Enable Metadata Pre-fill : Toggle option disabled by default

When enabled, the Data Source Type option appears:

• ETL Dataset (Default Selected)
  • Fetches data from an internal ETL dataset
  • Select Dataset : Choose the required dataset
  • When a recordId is provided, the system searches the selected dataset and automatically fills the field using the matching record value
• API Endpoint
  • Fetches data dynamically from an external API
  • API URL : Supports dynamic {recordId} placeholder
  • HTTP Method
    • GET
    • POST
  • Response Path : JSON path used to extract the required value from the API response

• Role-Based Access : Control field visibility and edit access by role
• Add Role : Select roles from the dropdown

For each selected role:

• Visible : Role can view the field
• Editable : Role can modify the field
• Required : Field becomes mandatory for the role
• Delete Option : Remove the role configuration

Click on + Add Role to add multiple roles.

• Mark as PII / Sensitive Data
  • Marks the field as sensitive information such as personal, financial, or confidential data