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Forms

Create and manage forms for inserting and updating data in your database. Build user-friendly forms without writing code.

Forms

Forms let you create user-friendly interfaces for adding new records and updating existing ones in your database. No coding required - forms are automatically generated based on your table structure.

What Are Forms?

Forms are interfaces that make it easy to:

  • Insert new records - Create forms for adding data to your tables
  • Update existing records - Build forms for editing existing data
  • Validate input - Ensure data meets your requirements
  • Handle relationships - Work with related tables automatically

Types of Forms

Insert Forms (Create)

Insert forms are used to add new records to your tables. They include:

  • Fields for all relevant columns
  • Required field indicators
  • Input validation
  • Dropdowns for related data
  • Date pickers for date fields

Update Forms (Edit)

Update forms are used to modify existing records. They include:

  • Pre-filled fields with current values
  • Ability to change any field
  • Validation before saving
  • Relationship handling

Viewing Forms

Forms are organized by type on the Forms page:

  1. Go to the Forms page in your workspace
  2. Use the tabs to switch between:
    • Create - Insert forms for adding new records
    • Update - Update forms for editing existing records

Each form card shows:

  • Table Name - Which table the form is for
  • Description - What the form is used for
  • Type Badge - Insert or Update indicator
  • Last Updated - When the form was last modified

Using Forms

Opening a Form

Click any form card to open it. The form will display:

  • All relevant fields for the table
  • Current values (for update forms)
  • Validation rules
  • Save and cancel buttons

Filling Out Forms

When filling out a form:

  • Required fields are marked with an asterisk (*)
  • Dropdown fields show available options
  • Date fields include a date picker
  • Text fields support various input types
  • Related fields may show suggestions from other tables

Saving Forms

After filling out a form:

  1. Review all fields to ensure they're correct
  2. Fix any validation errors (shown in red)
  3. Click Save to submit the form
  4. Wait for confirmation that the data was saved

Canceling Changes

If you don't want to save changes:

  • Click Cancel to close the form
  • Any unsaved changes will be lost
  • You'll return to the forms list

Form Features

Automatic Field Detection

Forms automatically detect:

  • Field types (text, number, date, etc.)
  • Required fields
  • Default values
  • Relationships between tables

Validation

Forms include built-in validation:

  • Required fields must be filled
  • Numbers must be valid
  • Dates must be in correct format
  • Relationships must reference valid records

Error Handling

If something goes wrong:

  • Validation errors appear below fields
  • Database errors are shown clearly
  • You can fix errors and try again
  • No data is saved until all errors are resolved

Creating Forms

Forms are typically created automatically when you:

  • Add a table to core tables
  • Generate a data interface
  • Create a view for a table

You can also modify existing forms using the chat interface to customize fields, add validation, or change the layout.

Modifying Forms

To modify a form:

  1. Open the form you want to modify
  2. Use the chat panel to describe changes you want
  3. Examples:
    • "Add a field for notes"
    • "Make the email field required"
    • "Hide the status field"
    • "Change the order of fields"

The AI will update the form based on your request.

Best Practices

Form Design

  • Keep it simple - Only include necessary fields
  • Group related fields - Organize fields logically
  • Use clear labels - Make field purposes obvious
  • Provide help text - Add descriptions where helpful

Data Entry

  • Validate early - Check data before saving
  • Use defaults - Set sensible default values
  • Handle relationships - Make foreign keys easy to select
  • Provide feedback - Show success/error messages clearly

Security

  • Validate on server - Never trust client-side validation alone
  • Check permissions - Ensure users can only edit what they should
  • Log changes - Keep track of who changed what
  • Backup data - Regular backups protect against mistakes

Troubleshooting

Form Not Saving

If a form won't save:

  • Check for validation errors (shown in red)
  • Verify all required fields are filled
  • Ensure data types are correct
  • Check your database connection

Field Not Appearing

If a field is missing:

  • The field might be hidden by default
  • Check if the field exists in your table
  • Try modifying the form to add the field
  • Verify table permissions

Related Data Not Loading

If dropdowns are empty:

  • Check if the related table has data
  • Verify the relationship is set up correctly
  • Ensure you have permission to view related data
  • Try refreshing the form

Related Documentation