Record Forms
Updated
Record Forms are configurable interfaces within Entity Studio used to create or edit records for any entity in Sprinklr. They allow you to control how users enter, view, and interact with fields by organizing them into structured layouts and sections.
By defining a Record Form, you ensure consistency in data entry, improve usability, and tailor the form experience based on specific business needs.
Purpose of Record Forms
Record Forms are primarily designed to streamline record creation across entities. They provide a clean, guided interface that ensures users fill in data in a logical and structured manner.
These forms allow admins to:
Control the visibility of fields based on user inputs or logic.
Customize field layouts (e.g., single, two, or three columns).
Enforce mandatory fields, default values, and input restrictions.
Add contextual help, placeholders, and tooltips to guide data entry.
Example Use Case
Imagine you're managing a "Customer Onboarding" process.
You have a Customer entity where users must input basic details such as Name, Email, Industry, and Budget.
With Record Forms, you can:
Create a section called "Customer Details" and group all essential fields under it.
Use a 2-column layout to display Name and Email side-by-side.
Add visibility logic so that the Budget field only appears when Industry = Automobile.
Set a default value for the Status field (e.g., "New").
This setup simplifies the onboarding process and ensures only relevant fields are displayed.
Best Practices
Use sections to organize long forms into manageable blocks (e.g., Contact Info, Preferences).
Choose 2-column or 3-column layouts for better space utilization and form readability.
Apply field visibility rules to reduce cognitive load and only show fields when needed.
Avoid overloading the form with too many fields; keep it focused and relevant to the task.
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