Form designer

Design data-entry forms for each entity. The form designer is a visual builder where you arrange fields into sections and columns.

Layout structure

A form is organised as:

• Sections — collapsible groups with a name and icon
• Columns — each section can have 1-4 columns
• Fields — placed inside columns in order

Adding fields to a form

1. Open the entity in PF Manage
2. Click "Form Designer" in the toolbar
3. Drag fields from the field palette (left sidebar) onto the canvas
4. Arrange fields into sections and columns
5. Click "Save Layout"

Field configuration in the form

Each field on the form can be customised:

Conditional visibility

Two modes for showing/hiding fields based on other field values:

1. Visual builder — select a trigger field and define rules (e.g., "Show resolution when status is closed")
2. JSON-Logic — write complex conditions with nested logic (e.g., show a field when country is ES AND amount > 1000)

Conditions are evaluated client-side (instant) and re-evaluated server-side on save (security).

Form rendering

Forms render in three contexts:

Styling

Forms use CSS custom properties from your theme's theme.json for colours, fonts, and spacing. No inline styles. No !important. The .pfm-form CSS class scopes all form elements.