Form engine

Schemas, field types, validation, scoring, rules, and automation without a UI dependency.

Open form designer

Field types

Field categories

Automation models

Shared rule language

Schema validation

The supplier form is parsed by the runtime schema used by the designer and submission flow.

Valid schema

{
  "schemaVersion": 1,
  "title": "Supplier qualification",
  "description": "Collect the information needed to qualify a new supplier.",
  "sections": [
    {
      "id": "company",
      "title": "Company details",
      "description": "Company, contact, spend, and risk details.",
      "layout": {
        "columns": 2,
        "gap": "md"
      },
      "step": "intake",
      "fields": [
        {
          "id": "company_name",
          "type": "text",
          "label": "Company name",
          "required": true
        },
        {
          "id": "contact_email",
          "type": "email",
          "label": "Contact email",
          "required": true
        },
        {
          "id": "approved_supplier",
          "type": "lookup",
          "label": "Match an approved supplier",
          "binding": {
            "sourceKey": "suppliers",
            "valueColumn": "id",
            "labelColumn": "name",
            "autofill": [
              {
                "column": "name",
                "targetFieldId": "company_name"
              }
            ]
          }
        },
        {
          "id": "expected_spend",
          "type": "currency",
          "label": "Expected annual spend",
          "config": {
            "min": 0,
            "step": 100
          }
        },
        {
          "id": "risk_tier",
          "type": "select",
          "label": "Risk tier",
          "required": true,
          "validation": {
            "options": [
              {
                "value": "low",
                "label": "Low risk"
              },
              {
                "value": "medium",
                "label": "Medium risk"
              },
              {
                "value": "high",
                "label": "High risk"
              }
            ]
          }
        },
        {
          "id": "contract_value",
          "type": "formula",
          "label": "Contract value with contingency",
          "formula": {
            "kind": "product",
            "of": [
              {
                "kind": "field_ref",
                "fieldKey": "expected_spend"
              },
              {
                "kind": "literal",
                "value": 1.1
              }
            ]
          }
        }
      ]
    },
    {
      "id": "services",
      "title": "Services and projects",
      "description": "Capture line-level scope and select the projects this supplier can support.",
      "step": "intake",
      "fields": [
        {
          "id": "service_lines",
          "type": "table",
          "label": "Service lines",
          "required": true,
          "config": {
            "rowMode": "addable",
            "minRows": 1,
            "maxRows": 12,
            "columns": [
              {
                "key": "description",
                "label": "Description",
                "type": "text"
              },
              {
                "key": "category",
                "label": "Category",
                "type": "select",
                "options": [
                  {
                    "value": "materials",
                    "label": "Materials"
                  },
                  {
                    "value": "services",
                    "label": "Services"
                  },
                  {
                    "value": "equipment",
                    "label": "Equipment"
                  }
                ]
              },
              {
                "key": "quantity",
                "label": "Quantity",
                "type": "number"
              },
              {
                "key": "start_date",
                "label": "Start date",
                "type": "date"
              }
            ]
          }
        },
        {
          "id": "supported_projects",
          "type": "data_table",
          "label": "Supported projects",
          "binding": {
            "sourceKey": "projects",
            "columns": [
              "name",
              "region",
              "budget"
            ],
            "selectable": "multi",
            "limit": 25
          }
        }
      ]
    },
    {
      "id": "review",
      "title": "Qualification review",
      "step": "review",
      "fields": [
        {
          "id": "result",
          "type": "pass_fail_na",
          "label": "Qualification result",
          "required": true
        },
        {
          "id": "evaluation",
          "type": "matrix",
          "label": "Evaluation matrix",
          "required": true,
          "config": {
            "rows": [
              {
                "key": "quality",
                "label": "Quality controls"
              },
              {
                "key": "delivery",
                "label": "Delivery capability"
              },
              {
                "key": "commercial",
                "label": "Commercial fit"
              }
            ],
            "scale": [
              {
                "value": "1",
                "label": "Needs improvement"
              },
              {
                "value": "2",
                "label": "Meets requirements"
              },
              {
                "value": "3",
                "label": "Exceeds requirements"
              }
            ]
          }
        },
        {
          "id": "risk_assessment",
          "type": "risk_matrix",
          "label": "Supplier risk",
          "required": true
        },
        {
          "id": "supplier_count",
          "type": "metric",
          "label": "Approved suppliers in directory",
          "binding": {
            "sourceKey": "suppliers",
            "aggregate": {
              "fn": "count"
            },
            "display": "number"
          }
        },
        {
          "id": "notes",
          "type": "rich_text",
          "label": "Reviewer notes",
          "helpText": "Add supporting details for the qualification decision."
        },
        {
          "id": "approval_signature",
          "type": "signature",
          "label": "Reviewer signature",
          "required": true
        }
      ]
    }
  ],
  "workflow": {
    "steps": [
      {
        "key": "intake",
        "title": "Supplier intake",
        "assignee": {
          "type": "role",
          "role": "procurement"
        }
      },
      {
        "key": "review",
        "title": "Qualification review",
        "assignee": {
          "type": "role",
          "role": "manager"
        },
        "signatureRequired": true
      }
    ],
    "scoreRouting": {
      "thresholdScore": 80,
      "hardFailRules": [
        {
          "kind": "any_field_eq",
          "fieldKeys": [
            "result"
          ],
          "value": "fail"
        }
      ]
    }
  }
}

Response validation

Required fields, value types, choices, formats, and unknown keys are checked together.

10 issues

{
  "company_name": "",
  "contact_email": "not-an-email",
  "expected_spend": -25,
  "risk_tier": "critical",
  "unknown_field": true
}

unknown_field

Unknown response field

company_name

Required

contact_email

Invalid email

expected_spend

Must be >= 0

risk_tier

Not a valid choice

service_lines

Required

result

Required

evaluation

Rate at least one row

risk_assessment

Required

approval_signature

Required

Workflow-ready records

Use the automation model that matches how the record behaves.

Open workflow studio

Form workflows

For inspections, requests, checklists, assessments, and other submitted forms.

React to submissions, field rules, status changes, schedules, and missed check-ins.
Notify teams, create follow-up records, update responses, call webhooks, and generate files.
Route human approvals through the same conditions used by the form designer.

Example

Form submitted

Score below threshold

Approval

Create follow-up and notify

Transactional workflows

For records with controlled lifecycle transitions such as orders, invoices, and journals.

React before or after creation, editing, submission, posting, voiding, and status changes.
Send messages, update fields and statuses, post records, and enforce persistent record locks.
Pause for approval and resume the correct branch exactly once after a decision.

Example

Record submitted

Amount over limit

Approval

Post and lock record

Field vocabulary

Every field declares its category, stored value shape, and scoring behavior.

Standard

Short text

Single-line text input

string

Long text

Multi-line text area

string

Number

Numeric input with optional units

number

Currency

Money amount with currency formatting

number

Percentage

Numeric percentage value

number

Slider

Pick a number on a min–max range

number

Date

Date picker

string

Date & time

Date + time picker

string

Time

Time picker

string

Location (GPS)

Capture the device location

compound

Email address with validation

string

Phone

Phone number

string

URL

Web link

string

Rich text

Formatted text — bold, lists, links

string

Address

Postal address with autocomplete

compound

QR / barcode scan

Scan a QR code or barcode with the camera

string

Table

Grid of cells — addable or predefined rows

compound

Choice

Single choice

Pick one option

string

Multiple checkboxes

Pick several options

string_array

Dropdown

Single-select dropdown

string

Multi-select dropdown

string_array

Ranking

Drag options into a ranked order

string_array

Rating grid

Rate each row on a shared scale (Likert)

compound

Scoring

Pass / Fail / N/A

Compliance checkpoint

string

Rating

Numeric scale (e.g. 1–5)

number

Yes / No + comment

Yes/No with required comment on No

compound

Traffic light

Green / Yellow / Red status

string

Pickers

Person

Pick a person from the directory

entity_ref

People (multiple)

Pick one or more people from the directory

entity_ref_array

Customer

Pick a customer (org unit at the customer level)

entity_ref

Site

Pick a site/location (org unit at the site level)

entity_ref

Project

Pick a project / job (org unit at the project level)

entity_ref

Area

Pick an area (org unit at the area level)

entity_ref

GL account

Pick an account from the chart of accounts

entity_ref

Party

Pick a vendor, customer, or employee

entity_ref

Media

Photo

Camera / gallery upload with annotation

attachment_array

Photo upload

Camera / gallery upload (alias of photo)

attachment_array

Photo + AI analysis

Capture a photo and flag missing PPE / hazards with AI

compound

Photo + markup

Capture a photo and drop numbered markers on hazards

compound

File

PDF / Word / Excel upload

attachment_array

Video

Short video upload

attachment_array

Audio note

Voice recording

attachment_array

Diagram / sketch

Freehand drawing canvas — shapes, arrows, text (Excalidraw)

compound

Identity

Signature

Drawn signature on glass

compound

Typed attestation

Typed name + checkbox

compound

Computed

Formula

Computed from other fields

none

Risk matrix

Severity × likelihood

compound

Data

Lookup

Pick a record from a data source — can auto-fill other fields

string

Data table

Show or select rows from a data source

string_array

KPI / chart

A live number or chart aggregated from a data source

none

Display

Heading

Section heading text

none

Paragraph

Static help text / instructions

none

Divider

Visual separator

none