Your command center to manage instances, permissions and billing.
Instances
An Instance is a virtual server that stores data and runs your application code.
Marketplace
Hosts applications, tools, and various files that you can download and install into an Instance.
Partners
Partners are experts in designing, building, and maintaining apps on Insites.
Support
Contact Insites Support for bugs, feature requests, and software development help.
Instantly available virtual server with built-in features for your entire team.
CRM
CRM helps manage relationships with customers, suppliers, and third parties efficiently.
Assets
Insites enables you to upload and manage files such as images, and documents using Assets.
CMS
Manage your application content with ease via no-code builders.
Forms
Creating forms for users to input data into the system.
Pipelines
Your instance includes 'Pipelines' to manage opportunities by creating relevant stages.
Permissions
Manage user permissions and security for your application.
Data
Insites lets users view, create, and manage databases and content via the Instance Admin.
Ecommerce
The Insites Ecommerce module provides complete management of ecommerce activities.
Locator
The Locator lets you integrate your instance with Google Maps and customize it as you wish.
Events
Insites Events lets you manage schedules, tickets, and sponsorship on your instance.
API
Integrate with any tool or platform with bespoke Endpoints.
AI alpha
Take advantage of the latest AI technology with your data.
A cohesive set of guidelines, patterns, and assets for a consistent, user-centered design.
Color Styles
Figma color styles represent variables for Insites components, enabling quick customization.
General
The general includes button group, buttons, carousel, gallery, headings, and loaders.
Layout
The layout includes accordion, backdrop, drawer, dropdown, header, header user, modal, and more.
Data Entry
The data entry includes card select, checkbox, input, slider, and more.
Modular web blocks encapsulating HTML, CSS,
JavaScript for reusable UI elements.
General
The general includes button group, buttons, carousel, gallery, headings, and loaders.
Layout
The layout includes accordion, backdrop, drawer, dropdown, header, header user, modal, and more.
Data Entry
The data entry includes card select, checkbox, input, slider, and more.
Data Display
The data display includes Kanban board, charts, tables, tooltips, and more.
Tutorials, references, and examples on how to build modern web applications on Insites.
Development
Covers key topics for setting up and maintaining web applications on Insites.
Modules
Modules enable code reuse and sharing while protecting creators' intellectual property.
Pages and Layouts
Learn how to implement pages and rendering content on your Instance.
Databases and Users
Discover how to create custom data models, import/export data and manage users.
The Insites CLI Tool helps you deploy configuration
files and assets to your Insites Instance.
Get Started
Guides you through the requirements and steps to install and start using the Insites CLI Tool.
Commands and Options
Learn the commands and options for managing configurations in the Insites CLI.
Graphical User Interface
Discover how using the GUI can enhance your workflow by simplifying complex processes.
Code Linting
Automatically check your codebase for programmatic and stylistic errors when deploying.
GraphQL
A data query and manipulation language that allows you to specify the data you require.
Liquid
Liquid is a template language for creating dynamic pages, content and configurations.
API Docs
Learn about the functionalities and structure of the inbuilt API Endpoints of your instance.
Web Applications
Discover how to create your web application with step by step guides and helpful examples.
Your command center to manage instances, permissions and billing.
Instances
An Instance is a virtual server that stores data and runs your application code.
Marketplace
Hosts applications, tools, and various files that you can download and install into an Instance.
Partners
Partners are experts in designing, building, and maintaining apps on Insites.
Support
Contact Insites Support for bugs, feature requests, and software development help.
Instantly available virtual server with built-in
features for your entire team.
CRM
CRM helps manage relationships with customers, suppliers, and third parties efficiently.
Assets
Insites enables you to upload and manage files such as images, and documents using Assets.
CMS
Manage your application content with ease via no-code builders.
Forms
Creating forms for users to input data into the system.
Pipelines
Your instance includes 'Pipelines' to manage opportunities by creating relevant stages.
Permissions
Manage user permissions and security for your application.
Data
Insites lets users view, create, and manage databases and content via the Instance Admin.
Ecommerce
The Insites Ecommerce module provides complete management of ecommerce activities.
Locator
The Locator lets you integrate your instance with Google Maps and customize it as you wish.
Events
Insites Events lets you manage schedules, tickets, and sponsorship on your instance.
API
Integrate with any tool or platform with bespoke Endpoints.
AI alpha
Take advantage of the latest AI technology with your data.
A cohesive set of guidelines, patterns, and assets for a consistent, user-centered design.
Color Styles
Figma color styles represent variables for Insites components, enabling quick customization.
General
The general includes button group, buttons, carousel, gallery, headings, and loaders.
Layout
The layout includes accordion, backdrop, drawer, dropdown, header, header user, modal, and more.
Data Entry
The data entry includes card select, checkbox, input, slider, and more.
Modular web blocks encapsulating HTML, CSS,
JavaScript for reusable UI elements.
General
The general includes button group, buttons, carousel, gallery, headings, and loaders.
Layout
The layout includes accordion, backdrop, drawer, dropdown, header, header user, modal, and more.
Data Entry
The data entry includes card select, checkbox, input, slider, and more.
Data Display
The data display includes Kanban board, charts, tables, tooltips, and more.
Tutorials, references, and examples on how to build modern web applications on Insites.
Development
Covers key topics for setting up and maintaining web applications on Insites.
Modules
Modules enable code reuse and sharing while protecting creators' intellectual property.
Pages and Layouts
Learn how to implement pages and rendering content on your Instance.
Databases and Users
Discover how to create custom data models, import/export data and manage users.
The Insites CLI Tool helps you deploy configuration
files and assets to your Insites Instance.
Get Started
Guides you through the requirements and steps to install and start using the Insites CLI Tool.
Commands and Options
Learn the commands and options for managing configurations in the Insites CLI.
Graphical User Interface
Discover how using the GUI can enhance your workflow by simplifying complex processes.
Code Linting
Automatically check your codebase for programmatic and stylistic errors when deploying.
GraphQL
A data query and manipulation language that allows you to specify the data you require.
Liquid
Liquid is a template language for creating dynamic pages, content and configurations.
API Docs
Learn about the functionalities and structure of the inbuilt API Endpoints of your instance.
Web Applications
Discover how to create your web application with step by step guides and helpful examples.
Your command center to manage instances, permissions and billing.
Instances
An Instance is a virtual server that stores data and runs your application code.
Marketplace
Hosts applications, tools, and various files that you can download and install into an Instance.
Partners
Partners are experts in designing, building, and maintaining apps on Insites.
Support
Contact Insites Support for bugs, feature requests, and software development help.
Instantly available virtual server with built-in features for your entire team.
CRM
CRM helps manage relationships with customers, suppliers, and third parties efficiently.
Assets
Insites enables you to upload and manage files such as images, and documents using Assets.
CMS
Manage your application content with ease via no-code builders.
Forms
Creating forms for users to input data into the system.
Pipelines
Your instance includes 'Pipelines' to manage opportunities by creating relevant stages.
Permissions
Manage user permissions and security for your application.
Data
Insites lets users view, create, and manage databases and content via the Instance Admin.
Ecommerce
The Insites Ecommerce module provides complete management of ecommerce activities.
Locator
The Locator lets you integrate your instance with Google Maps and customize it as you wish.
Events
Insites Events lets you manage schedules, tickets, and sponsorship on your instance.
API
Integrate with any tool or platform with bespoke Endpoints.
AI alpha
Take advantage of the latest AI technology with your data.
A cohesive set of guidelines, patterns, and assets for a consistent, user-centered design.
Color Styles
Figma color styles represent variables for Insites components, enabling quick customization.
General
The general includes button group, buttons, carousel, gallery, headings, and loaders.
Layout
The layout includes accordion, backdrop, drawer, dropdown, header, header user, modal, and more.
Data Entry
The data entry includes card select, checkbox, input, slider, and more.
Modular web blocks encapsulating HTML, CSS,
JavaScript for reusable UI elements.
General
The general includes button group, buttons, carousel, gallery, headings, and loaders.
Layout
The layout includes accordion, backdrop, drawer, dropdown, header, header user, modal, and more.
Data Entry
The data entry includes card select, checkbox, input, slider, and more.
Data Display
The data display includes Kanban board, charts, tables, tooltips, and more.
Tutorials, references, and examples on how to build modern web applications on Insites.
Development
Covers key topics for setting up and maintaining web applications on Insites.
Modules
Modules enable code reuse and sharing while protecting creators' intellectual property.
Pages and Layouts
Learn how to implement pages and rendering content on your Instance.
Databases and Users
Discover how to create custom data models, import/export data and manage users.
The Insites CLI Tool helps you deploy configuration
files and assets to your Insites Instance.
Get Started
Guides you through the requirements and steps to install and start using the Insites CLI Tool.
Commands and Options
Learn the commands and options for managing configurations in the Insites CLI.
Graphical User Interface
Discover how using the GUI can enhance your workflow by simplifying complex processes.
Code Linting
Automatically check your codebase for programmatic and stylistic errors when deploying.
GraphQL
A data query and manipulation language that allows you to specify the data you require.
Liquid
Liquid is a template language for creating dynamic pages, content and configurations.
API Docs
Learn about the functionalities and structure of the inbuilt API Endpoints of your instance.
Web Applications
Discover how to create your web application with step by step guides and helpful examples.
Your command center to manage instances, permissions and billing.
Instances
An Instance is a virtual server that stores data and runs your application code.
Marketplace
Hosts applications, tools, and various files that you can download and install into an Instance.
Partners
Partners are experts in designing, building, and maintaining apps on Insites.
Support
Contact Insites Support for bugs, feature requests, and software development help.
Instantly available virtual server with built-in
features for your entire team.
CRM
CRM helps manage relationships with customers, suppliers, and third parties efficiently.
Assets
Insites enables you to upload and manage files such as images, and documents using Assets.
CMS
Manage your application content with ease via no-code builders.
Forms
Creating forms for users to input data into the system.
Pipelines
Your instance includes 'Pipelines' to manage opportunities by creating relevant stages.
Permissions
Manage user permissions and security for your application.
Data
Insites lets users view, create, and manage databases and content via the Instance Admin.
Ecommerce
The Insites Ecommerce module provides complete management of ecommerce activities.
Locator
The Locator lets you integrate your instance with Google Maps and customize it as you wish.
Events
Insites Events lets you manage schedules, tickets, and sponsorship on your instance.
API
Integrate with any tool or platform with bespoke Endpoints.
AI alpha
Take advantage of the latest AI technology with your data.
A cohesive set of guidelines, patterns, and assets for a consistent, user-centered design.
Color Styles
Figma color styles represent variables for Insites components, enabling quick customization.
General
The general includes button group, buttons, carousel, gallery, headings, and loaders.
Layout
The layout includes accordion, backdrop, drawer, dropdown, header, header user, modal, and more.
Data Entry
The data entry includes card select, checkbox, input, slider, and more.
Modular web blocks encapsulating HTML, CSS,
JavaScript for reusable UI elements.
General
The general includes button group, buttons, carousel, gallery, headings, and loaders.
Layout
The layout includes accordion, backdrop, drawer, dropdown, header, header user, modal, and more.
Data Entry
The data entry includes card select, checkbox, input, slider, and more.
Data Display
The data display includes Kanban board, charts, tables, tooltips, and more.
Tutorials, references, and examples on how to build modern web applications on Insites.
Development
Covers key topics for setting up and maintaining web applications on Insites.
Modules
Modules enable code reuse and sharing while protecting creators' intellectual property.
Pages and Layouts
Learn how to implement pages and rendering content on your Instance.
Databases and Users
Discover how to create custom data models, import/export data and manage users.
The Insites CLI Tool helps you deploy configuration
files and assets to your Insites Instance.
Get Started
Guides you through the requirements and steps to install and start using the Insites CLI Tool.
Commands and Options
Learn the commands and options for managing configurations in the Insites CLI.
Graphical User Interface
Discover how using the GUI can enhance your workflow by simplifying complex processes.
Code Linting
Automatically check your codebase for programmatic and stylistic errors when deploying.
GraphQL
A data query and manipulation language that allows you to specify the data you require.
Liquid
Liquid is a template language for creating dynamic pages, content and configurations.
API Docs
Learn about the functionalities and structure of the inbuilt API Endpoints of your instance.
Web Applications
Discover how to create your web application with step by step guides and helpful examples.
Use the 'Fields' tab to create and configure the fields for your form. Aside from adding fields, this document details other functionalities and features available in this tab. The list of topics covered by this document is as follows:
To add a virtual field to the form:
Fill out the form. Note that the form used to create a virtual field is divided into the following sections:
The details for each form section are discussed in its corresponding section in this article.
The Form Builder only adds virtual fields to your form to ensure data integrity. Visit our documentation on Fields and Field Groups for reference on adding fields to a database.
This form section provides basic details for a virtual field.
Input Label | Type | Required | Description |
---|---|---|---|
Enable Form Field | Toggle | No | This toggle is used to indicate whether or not a field is enabled on the form. Disabling a field makes it unavailable for use on the front end. |
Field Type | Dropdown Field | Yes | The type of field being added. |
Input Type | Dropdown Field | Yes | The UI element used when a user edits database items. This element is the UI component used on your form when inserted via the Form Builder. |
Field Name | Display Field | Yes | The name of the field used internally by Insites. The value displayed is based on the input in 'Field Label.' |
Field Label | Input Field | No | The label of the field provided by the user. |
Display Field Label | Toggle | No | This toggle is used to indicate whether or not the field label is displayed on the form. |
Field Sub Label | Code Editor | No | The sub-label used to describe a field further. |
This form section determines the virtual field's appearance on the form.
Input Label | Type | Required | Description |
---|---|---|---|
Placeholder | Input Field | No | The placeholder value displayed on a field to assist users with their inputs. |
Tooltip | Text Area | No | The content of the tooltip displayed to provide users with more information about the field. |
Hidden Field | Toggle | No | This toggle is used to indicate whether or not the field is hidden on the form. |
One Column Field | Toggle | No | This toggle is used to indicate whether the field uses half the width of the form (Two Column Field) or the entire width of the form (One Column Field). |
This form section is used to configure advanced features for the virtual field you are creating.
Input Label | Type | Required | Description |
---|---|---|---|
Default Value | Input Field | No | The default value used by the field should users leave the field unanswered. |
Pre-fill Key | Input Field | No | A unique identifier used to populate fields with predefined or previously stored data automatically. |
Enable Calculation | Toggle | No | This toggle is used to indicate whether or not calculations can be performed on the field. |
Formula | Code Editor | No | The formula used to calculate an output based on the value provided for this field. This field can only be filled out if calculations are enabled. |
This form section is used to build conditional visibility rules for the virtual field you are creating.
Input Label | Type | Required | Description |
---|---|---|---|
Enable Conditional Visibility | Toggle | No | This toggle is used to indicate whether or not the field uses conditional visibility. The feature hides or shows a field on the form based on user input on other fields. |
Please visit our documentation on Conditional Visibility for more details on using conditional visibility in your forms.
This form section is used to create validation rules for your virtual field.
Input Label | Type | Required | Description |
---|---|---|---|
Validation Rule | Dropdown Field | Yes |
The type of validation used by the field. Options include the following:
Details regarding validation rules are discussed in a separate section in this document. |
Insites allows you to build and use form steps, also known as multi-step or wizard-like forms. Form steps are a user interface design feature in which a longer or more complex form is divided into smaller, more manageable steps. Users typically navigate through these steps in a linear fashion, completing one form step at a time. Using form steps can improve the user experience by helping minimize errors and giving users an indication of their progress. They can be beneficial in mobile applications. To further enhance the user experience, you can also build conditional visibility in conjunction with form steps.
Some common examples where multi-step Forms can be beneficial include online registration forms, surveys, e-commerce checkout processes, and complex data entry forms.
To add form steps to your form:
Take note of the input needed for creating a form step:
Input Label | Type | Required | Description |
---|---|---|---|
Step Name | Input | Yes | Name of the form step. |
To sort your form steps:
To sort fields in a form:
If you have created form steps, you must assign all fields to a corresponding form step before attempting to generate the form code; otherwise, the system will not generate the form code.
A field validation rule is a set of conditions applied to a field to ensure that data inputs meet certain predefined requirements or standards. These rules are established to validate data for accuracy, consistency, and compliance with specific business or data integrity rules.
To add a validation rule to the virtual field you are creating:
Select a value on the 'Validation Rule' dropdown field. Options include the following:
The next couple of sections discuss the details of each option.
This validation rule requires a user to provide an input.
Input Label | Type | Required | Description |
---|---|---|---|
Error Message | Input Field | No | Error message displayed if a user leaves the field blank. |
This validation rule requires a user to provide a valid email address.
Input Label | Type | Required | Description |
---|---|---|---|
Error Message | Input Field | No | Error message displayed if a user provides an invalid email address. |
This validation rule requires a user to provide an input that falls under the rules of their specified regular expression.
Input Label | Type | Required | Description |
---|---|---|---|
Format | Input Field | Yes | A regular expression that describes a custom format. |
Error Message | Input Field | No | Error message displayed if a user provides an input that falls outside the specified format. |
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