Forms Overview
What is a Form ?
A form is a layout designed to collect data from individuals participating in your project.
Forms are primarily used in processes and project summary templates in Braineet. A form typically consists of three main components: a section with columns, fields for data input, and the ability to view and download descriptions/files.
Sections
A section is a group of elements, such as fields, description, files or media, that are related to each other. You can create a section to collect a set of fields that are attributes of the main entity around which the context revolves.
📌 For example, when creating a summary to collect general information about a project in your portfolio, a typical form may require a a section named "Overview" to collect and store data about the project. The fields that can be placed in the Overview section are Project title, Team, Project Type, Description, and more.
Adding a section
To add a new section, click Add section.
You will get an empty section, like this:
📢 The section title is optional. If you choose to include one, a section with the specified title will appear, prompting the user to fill in their goals or a summary.
If you don’t add any title, the section won’t appear for the end users as a section.
Deleting a section
To delete a section, click the ... section menu and then select Delete at the bottom of the dropdown menu that appears.
Collapse or retract a section
To collapse a section, click the ... section menu and then toggle Retracted at the bottom of the dropdown menu that appears.
A section retracted will be collapsed on the place where you collect data.
💡 A section without any title can’t be retracted as it won’t appear as a section on the project goal or summary.
Activating 1 or 2 columns
You can choose between a 1 or 2 column format for each section. To do this, simply toggle the 2 columns button.
Fields
Fields are the building blocks of forms and the primary means through which you collect input from users.
The important thing to understand is that a field is just a different way of looking at the same underlying data! This means that if you edit the data in a project while in one view, it will change that data for all views, since all views are looking at the same project and fields.
Adding a field
To add a new fields, click Add element button and then select Custom Field of the dropdown menu that appears.
To learn how to add a field or to create one, checkout the Braineet Field actions documentation.
As explained in the Braineet Field actions documentations, you can edit the configuration of your field by clicking on it:
Required a field to be fill
Depending on where your form is used, you may need to require certain fields to be filled out by the end user.To make a field required,click the ... menu and then toggle Required the middle of the dropdown menu that appears.
Prevent edition on a field
Depending on where your form is used, you may want to display a field without allowing the end user to edit it.To activate the Read Only mode on a field, click the "..." menu and then toggle the "Read only" option in the dropdown menu that appears.
Removing a field
To remove a field from the form, click the ... menu and then select Remove at the bottom of the dropdown menu that appears.
Descriptions
In addition to fields & Files and Medias bellow, you can add a description to provide context for users who will be filling out the data.
Adding a description
To add a new description, click Add element button and then select Description of the dropdown menu that appears.
Then, you will be able to write and format the explanation that you want:
Removing a description
To delete a description, click the ... menu and then select Remove at the bottom of the dropdown menu that appears.
Files and Medias
In addition to fields and descriptions, you can add a file or an image to provide context for users who will be filling out the data.
Adding a file or a media
To add a new files or medias, click Add element button and then select Files & Medias of the dropdown menu that appears.
Then, you will be able to add the files that you want:
Removing files or medias
To delete an element Files & Medias, click the ... menu and then select Remove at the bottom of the dropdown menu that appears.
To delete just a file or a media, click on the cross icon of the file:
Renaming a file
To rename just a file, click on the edit icon of the file:
