Form overview

The Form overview is the record list of a form: the screen users see when browsing existing form messages instead of a single one. It’s configured from the Overview tab in the page’s right sidebar.

Configuration

Configure which fields (individually or combined) are visualized in the overview, and style each column (color, size, and so on). You can also set properties for inline editing directly from the overview.

Styling

Style the overview’s appearance, consistent with the rest of the form.

Row state

Controls how a row’s visual state (for example its color) reflects the state of the underlying form message.

Splitscreen

Shows the overview and a selected form message side by side, instead of navigating to a separate page.

Global filtering

A general search box that filters across the overview’s visible fields.

Quick filtering

Lets app users quickly switch between predefined filter presets, instead of manually configuring a filter every time. Users can also create their own presets to reuse as quick filters.

Each preset can be configured with a name, an icon, whether to show the icon, the name, or both, and the filter values for one or more fields: those fields must already be set up as filter fields. Presets can be reordered to control which ones take priority; if more presets are configured than the visible items count allows, the remaining ones are grouped under an overflow menu.

Give each preset a clear, descriptive name and icon so it’s obvious what it filters, and make sure the fields you want to filter on are configured as filter fields: otherwise no meaningful preset can be created.

Headers

Configure the overview’s column headers: combined or per field.

Cells

Configure how individual cells are displayed and styled.

Footer

Configure the overview’s footer row, for example to show totals or other aggregated values.

Load more row

Configure the row used to load additional records as the user scrolls or pages through the overview.