Forms and Data
The Forms section is the starting point for any application in Process Studio. This is where you define the data structure, user input interface and document display rules.
Process Studio uses a powerful visual designer to create rich forms, ranging from simple contact forms to complex management forms with dynamic tables and office integration.
sidebar_key: concepteurs-process-studio-formulaires
📂 Section Summary
🎨 Basic Design
Learn the fundamentals of form creation.
- Form Management: Creation, general properties and automatic reference calculation.
- Fields: Overview of available field types (Text, Date, Amount, etc.) and their properties.
- Layout: Structure the interface with tables, sections and tabs.
- Value Lists: Managing dropdown menus and static data repositories.
🚀 Advanced Elements
Enrich your forms with complex data structures.
- Detail Tables: Managing item lists, expense lines or any repetitive element.
- Links between Forms: Establish relationships between different document types.
- Field Inheritance: Automate data entry by retrieving data from linked documents.
- Page Rules: Customize web display according to business conditions (e.g.: change page according to amount).
📄 Rendering and Templates
Leverage entered data to generate official documents.
- Office Templates (Word): Automatic generation of letters, contracts or PDF forms.
- Extraction Templates (Excel): Data export to pre-formatted Excel spreadsheets for reporting.
💡 Key concepts
| Element | Description |
|---|---|
| Reference | Unique document identifier (e.g.: FAC-2023-0001), configurable by expression. |
| Detail table | Input grid allowing unlimited lines to be added to a document. |
| Inheritance | Mechanism to avoid double entry by "pulling" data from a parent document. |
sidebar_key: concepteurs-process-studio-formulaires
See also:
- Workflows - To associate your forms with validation processes.
- Translation - To make your forms multilingual.