Create and Configure a Record Form
Updated
This article outlines the steps to create and configure a Record Manager in Entity Studio.
Create a Record Form
From the Launchpad, click Sprinklr Service tab, and under Persona App, click Entity Studio. The Entity Manager page appears.
The Entity Manager page appears with the list of entities.
Search for the desired entity in the search bar. Click on the 3 dots and then click the View button next to the entity name.
Click Record Forms from the left pane.
Click on the Create Record Form in the top right corner. The Record Form Layout Details window appears.
Provide details such as Form Layout Name and API Reference ID. Click Save. The record form will be created and you will be redirected to the record form builder window.
Configure a Record Form
This section outlines the steps to configure a Record Form in 3 parts:
1. Adding Sections to the Form
Sections help organize the form into logical parts, making it easier for users to input and view related information together.
How to Add Sections
Navigate to the Sections tab.
Click Add Section and provide a suitable name.
You can reorder sections by dragging them using the six-dot handle on the left.
To remove a section, click the cross (X) icon next to it.
If your form requires only a single section, you can delete the others.
2. Adding Layouts for Fields
Layouts determine how fields appear within each section of the form. By default, fields are added in a single-column layout.
How to Add Layouts
Navigate to the Layout tab.
Drag a 2-Column or 3-Column layout into a section based on how you want to group the fields.
This allows multiple fields to appear in the same row, improving the visual structure of the form.
For example, you can place three related fields (e.g., First Name, Middle Name, Last Name) in a 3-column layout for better usability.
3. Adding Fields to the Record Form
Once your sections and layouts are in place, you can add fields to the form.
How to Add Fields
Go to the Fields tab.
Drag and drop fields into the appropriate sections or layout columns.
You can configure each field individually once it has been added to the form.
Field Configuration Options
Each field in the Record Form can be customized with the following settings by clicking on that field :
Basic Field Properties
Name: Enter a label that appears on the form.
Help Text: Provide additional guidance to users (e.g., “Enter your annual budget”).
Placeholder: Text that appears inside the field before any input is entered.
Default Value: A predefined entry automatically populated when creating a new record.
Field Behavior Settings (Toggles)
Mark as Required: Makes the field mandatory. A red asterisk (*) will indicate required fields.
Show Label: Displays the field label above or next to the input.
Show Sub-Text as Icon: Replaces help text with an icon (such as a tooltip) to reduce visual clutter.
Restrict User Input for This Field: Limits users input to the field.
Advanced Settings: Visibility Conditions
You can control the visibility of specific fields in the form based on dynamic conditions.
How to Configure Visibility
Click on Add Visibility Condition in the field settings.
Define criteria based on other field values.
Example: Display the “Product Stage” field only when the “Product List” field contains the value “Insights”.
Click Apply once the condition is added.
Saving and Activating the Record Form
After configuring all fields, click the Save icon in the bottom right corner.
You can toggle the Record Form on or off after saving.
Toggled On: The Record Form will be active and visible to users to the access is provided
Toggled Off: The Record Form will be hidden and not accessible to users.
This article is intended to guide users through the process of creating and configuring Record Forms to ensure a streamlined and user-friendly data input experience.