When you create a new form field or select an existing one, the right-hand side diagram content menu (DCM) opens. It contains these tabs:
Form Details: top-level form settings (covered in this article).
Business Rules: conditional logic rules.
Field Properties: settings for the selected field. It contains sub-tabs: Details, Properties, Rules (only some fields have rules).
Options — only available for Dropdown and Radio Button form fields.
Repeater Fields — only available for the Repeater form field.
Form Details Tab
Form ID — this field is not editable but can be copied. Use it when referencing this form in support requests or integrations.
Form Name* — the name of the form. This is what users see when they open it, so name it for the task it captures (e.g. "Incident Report"), not the project that created it.
Type* — dropdown with options: Main Form (default), Sub Form. Main Forms are linked directly to processes; Sub Forms are embedded inside Main Forms via Repeater fields to capture repeated data such as line items or attendees.
Owner — the user who created the form, with a dropdown to change. Assign ownership to the role or person accountable for keeping the form correct over time.
Author — the user who authored the form, with a dropdown to change.
Tags — dynamic forms can be tagged with existing or new tags. Tags let you group and filter forms by department, project, or lifecycle — see Tag Dynamic Forms.
Require Task Completion toggle — when on, users must tick all activity tasks before the workflow can continue. This is a governance control: it ensures the checklist work recorded in the process is genuinely done before the next step begins, which is what makes the process record trustworthy for audit. Changing this only applies to new workflow instances — work already in flight continues under the old setting.
Business Rules Tab
The Business Rules tab allows you to define conditional logic for your form — for example, showing a "License Plate" field only when "Has Vehicle" is ticked. Rules keep forms simple and relevant by hiding questions that do not apply:
If no rules exist, a message appears: "No rules yet. Click Add to create one."
Select the plus icon to add a new rule.
This tab shows all the business rules that exists for that form. For detailed information on configuring rules, see Adding Business Rules to Dynamic Forms.
Field Properties — Specific to the Selected Field
Labels, required/hidden toggles, layout, and validation for the selected field. See Dynamic Forms: Form Field Details, Properties, Rules for details.
Options — Specific to Dropdown and Radio Button Fields
Where the selectable choices come from (custom list, shared option list, or external dataset). See Dynamic Forms: Individual Form Field Options and Dynamic Forms: Managing Shared Option Lists for details.
Repeater Fields — Specific to the Repeater Field
Child fields that repeat inside the form. See Dynamic Forms: Create a Repeater Field for details.
Further Information
For building the form layout, see Building a Dynamic Form. For previewing and testing, see Previewing and Testing a Dynamic Form. For business rules, see Adding Business Rules to Dynamic Forms.