Edit Form

Overview

The Edit Form page is the main Form Builder editor. It provides a drag-and-drop canvas for designing form layouts, along with controls for managing versions, previewing, and configuring form behavior.

Published versions are read-only. If you open a Published form, a green banner will appear at the top: "This version is published and cannot be edited. Use File → Create Draft to create an editable version."

Top Bar — Left

Manage Button

The Manage button (top-left, with a back arrow) returns you to the Manage Forms grid without saving any unsaved changes.

Screenshot from 2026-07-06 12-17-45.png — Manage button

Top Bar — Right

Screenshot from 2026-07-06 12-18-06.png — top-right toolbar area

The right side of the top bar displays the form's identity and provides action buttons:

Form name — the display name of the current form
Desc — the form description (or "No description available" if not set)
Version — the current version number with a status badge (Published or Draft)

Save

Saves all current changes to the form. Only available on Draft versions.

Preview Form

Opens a live preview of the form in a new tab (at /intelligence/form-instance/display/request?), showing exactly what end users will see. A Return to Builder button appears at the bottom of the preview to come back to the editor.

Screenshot from 2026-07-06 12-49-01.png — form preview

Screenshot from 2026-07-06 12-18-37.png — File menu open

Option	Description
Save New	Saves the current form as a new version.
Load	Opens a dialog to load a different version (published or draft) of this form. Useful for reviewing version history.
Create Draft	Creates an editable draft copy from the current published version. Required before making any changes to a published form.
Export	Downloads the form definition as a JSON file. Use to back up a form or transfer it to another environment.
Import	Loads a form definition from a previously exported JSON file, replacing the current form's widget configuration.

Screenshot from 2026-07-06 12-19-47.png — Load dialog

Screenshot from 2026-07-06 12-21-21.png — Create Draft dialog

Screenshot from 2026-07-06 12-20-18.png — Export

Screenshot from 2026-07-06 12-20-55.png — Import

Screenshot from 2026-07-06 12-22-26.png — Setting Menu Open

Option	Description
History Report	Opens a report showing the change history for this form.
Permissions	Opens the permissions dialog to control which users or groups can view or submit this form.
Ad Hoc
Generate Adhoc	Creates a dedicated grid (Ad Hoc) for viewing all submissions of this form. Must be run once before the grid is available.
Delete Adhoc	Removes the generated Ad Hoc submissions grid.
Open Adhoc	Navigates directly to the form's submissions grid.
Menu
Add Form to Menu	Adds a direct link to this form in a selected Lighthouse menu folder.
Add Submissions to Menu	Adds a link to this form's submissions (Ad Hoc) grid in a selected menu folder.
Remove from Menu	Removes a previously added menu link for this form.

Screenshot from 2026-07-06 12-22-57.png — Permissions Dialog

The left sidebar organizes the form configuration into collapsible sections. Click any section header to expand or collapse it.

Screenshot from 2026-07-06 12-30-19.png — Left Sidebar

Basic Info

Defines the core identity and behavior of the form.

Screenshot from 2026-07-06 12-28-45.png — Basic Info

Field	Description
Form Name (required)	The display name shown to users when they open the form.
Form Key (required)	A unique internal identifier. Use lowercase letters, numbers, and underscores only (e.g., `service_request`). Used in URLs and integrations.
Description	Optional text describing the purpose of the form. Shown in the form editor header.
Form Dimensions	Sets the Width and Height of the form container. Use `%` units for responsive sizing (recommended). Leave blank for auto-sizing based on content.
Available in CustomerCenter	When checked, this form becomes available to CC-only users in the CustomerCenter portal.
Create CC Request on Submit	Visible only when "Available in CustomerCenter" is enabled. When checked, a CustomerCenter Service Request is automatically created each time this form is submitted.

Request Field Mappings

Maps form widget values to fields on the CC Service Request that is created on submission. Only applicable when both "Available in CustomerCenter" and "Create CC Request on Submit" are enabled.

Screenshot from 2026-07-06 12-30-51.png — Request Field Mappings

Request Field	Description
Description	Maps to the Request's description text field. Use a Text Area widget.
Urgency	Maps to the Request's urgency level. Must use a widget bound to the URGENCY list type (e.g., a Select Dropdown).
GLA	Maps to the General Ledger Account (GLA_RECID). Use a Picker widget configured for GLAs.
Owner	Maps to the Request owner — either a Contact (CONTACTS_RECID) or Department (DEPT_HIERARCHY_RECID). Use a Radio Picker widget.

Form

The main design canvas. Drag field widgets from the palette on the right side of the canvas onto the form area to build the form layout. Click any placed widget to open its configuration dialog. See Form Field Widgets for a full reference of all available widget types.

Screenshot from 2026-07-06 12-15-41.png — Edit Form canvas showing the drag-and-drop widget area and palette

Theme

Controls the visual appearance of the form including colors for inputs, labels, and the form container. See the Theme child page for full details.

Custom Events

Hooks custom server-side logic into the form's lifecycle (on load, on save, on delete). See the Custom Events child page for full details.

Validation

Attaches custom server-side validators that run before a form instance is saved. See the Validation child page for full details.