Stacker
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  • Getting Started: Quick Guide
    • What is Stacker?
    • Key Features
    • Quick Overview of Stacker
    • What can I build in Stacker?
      • Creating a Home Page
      • Build an Internal Tool
    • Creating your first App
  • Stacker V 5(Astra) - Frequently Asked Questions
  • Account Settings
    • What is a Workspace?
      • Workspace Settings
      • Delete a Workspace
    • Adding Multiple Apps
      • Deleting an App
    • Subscriptions and Billing
  • Customer Access
    • Customer Access
  • Layout types
    • Layout Types
      • Layouts vs Custom Pages
    • Adding Custom Pages in Stacker
    • Detail Layout
      • Detail page widgets
        • Detail: Text Widget
        • Detail: Related Record Widget
        • Detail: Related Record List
          • Related record list widget not showing option
        • Detail: Quick Links Widget
        • Detail: Pipeline Widget
        • Detail: Highlights Widget
        • Detail: Fields Widget
          • Detail: Field Options
          • Separating fields into sections
        • Detail: Embed Widget
          • Embedding Google Maps
          • Embedding Airtable
          • Embedding Loom Videos
          • Embedding Vimeo
          • Embedding Youtube
          • Embedding Google Drive videos
          • Embedding Google Drive Images
          • Embedding content on a detail page
        • Detail: Callout Widget
        • Detail: Banner Widget
        • Detail: Big Numbers Widget
        • Detail: Charts Widget
      • Detail: Delete Record Button
      • Detail: Edit Button
      • Detail: Record Header
        • Change the title on the detail page
      • Detail: Tabs
        • Detail: Activity Tab
    • List Layout
      • Calendar Layout
      • List Options
        • List: Sort
        • List: Cover Image
        • List: Roles
        • List Layout: Change layout title
        • List: Inline Filters
        • List: Header
        • List: Duplicate Layout
        • List: Filter
        • Allow users to download list data as CSV
        • List: Relative Date Filtering
        • List: Field options
        • List: Show, Hide, and Reorder Fields
    • Customize the Form Layout
      • Creating multi step form
      • Auto-filling values into create forms
      • Set default values on Forms
    • Stacker Navigation
      • Navigation: Showing and hiding tables
      • Enable Breadcrumb Navigation
  • Permissions and Security
    • Introduction to Permissions
    • Configure a Permission Rule
      • Table Permissions
        • Editing Permissions
        • Multiple permission rules
    • Set up User Roles
      • Automatically assign Roles
    • Conditional Visibility
  • Customization
    • Client Logos
    • Customizing App Appearance
    • Getting started with CSS in Stacker
    • Custom CSS
    • Workspace Appearance
    • Custom Domain
      • Custom Domain not working
    • Whitelabel
    • Custom Scripts
    • Creating Buttons
      • Action Buttons
      • Add new button showing when it shouldn't
    • Translate your Stacker App
  • Users
    • Introduction to users in Stacker
    • Users: Overview
    • Users: Workspace Collaborators
      • Workspace Users
    • Users: App Users
      • Adding users to your app
      • Login flow for users
      • Open Signup
      • Registering and Logging in
    • Previewing an app as a user for testing
  • Data
    • Formula field
    • Rich Text
    • Third Party Integrations
      • FullStory integration
      • Intercom Integration
      • Zapier Integration
        • Sending an email with Zapier
      • Airtable
        • Syncing Schema and Data
        • Update Sharing link password
        • Real time Airtable sync
        • Upgrading Airtable data connections
        • Enabling tables and fields
    • Enable Color on Single and Multi Select Fields
    • Apply dynamic data filter to Link Fields
    • Importing data into Stacker
      • Importing data from CSV
    • Applying table data filters
    • Exporting data from Stacker
    • Creating lookups and rollups between tables
      • Creating links between tables
    • Stacker Tables: Editing field names and types
      • Stacker Tables: Pasting Data
      • Stacker Tables: Linked Fields
      • Stacker Tables: Editing and deleting tables
      • Stacker Tables: Creating a new table
      • Stacker Tables: Adding new fields
      • Stacker Tables: Adding and Editing Rows
      • Stacker Fields
  • Troubleshooting
    • There was an error saving your record
    • Unable to toggle on linked fields
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On this page
  • Access Create Layout
  • Edit Create Layout
  • Advanced form settings
  1. Layout types

Customize the Form Layout

PreviousList: Show, Hide, and Reorder FieldsNextCreating multi step form

Last updated 3 months ago

Stacker allows you to customize the create form for each table in your app, you can control how your users submit new records. You can also include various static widgets: fields, banners, text, and callouts.

Access Create Layout

  1. Go to Manage fields and Data

  2. Click Layout

  3. In the row with Create click Edit

  4. Select Customize your create layout

  5. Select widgets to add to your layout

  6. Click on the widget until a blue highlight appears to edit

create_layout.gif

Edit Create Layout

  • Toggle on/off fields that you want your users to have access to when they create a new record

  • Reorder the fields by clicking and dragging them.

  • Change the name by clicking the title of the form while in Edit Layout.

  • Open up the settings for a specific field by hovering your mouse over it in the menu and clicking the pencil icon.

    • This will allow you to edit/hide the label

    • Add a description or make it a required field (users cannot submit the form unless a value is provided for that field).

    • Set a default value to prefill fields

    • Add placeholder texts

    • Allow quick copy which will put a little icon next to the field allowing a user to hover over text and copy this to a clipboard.

Advanced form settings

Stacker also allows you to create the appearance of a multi-step form and collect different information from users depending on who they are, or their answers to previous questions.

Check out how to do this here.

Screenshot_2022-07-27_at_15.27.31.png