> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/end-users/exploring-apps/working-with-forms.md).

# Working with Forms

Use forms to view, enter, and update information in your applications.

Forms are the primary interface for viewing, entering, and updating information in your organization’s applications. Depending on how they are used, forms follow different interaction patterns.

{% hint style="info" %}

#### Types of Forms

Forms can be categorized as:

* **Standalone Forms**\
  These forms are self-contained and not associated with a workflow.
* **Starter Forms**\
  These forms initiate a workflow when submitted.
* **Workflow Forms** (Tasks)\
  These forms are used to complete steps within an existing workflow.
  {% endhint %}

***

## Using Forms

Follow these steps to use forms effectively:

{% stepper %}
{% step %}

### Accessing Forms

You can open forms from several locations, depending on their type and context:

{% tabs %}
{% tab title="From Apps" %}

* Select the **Apps** tile in the side navigation bar.
* Select an application module.
  {% endtab %}

{% tab title="From To Do" %}

* Select the **To Do** tile in the side navigation bar.
* Select an assigned task from the list.
  {% endtab %}

{% tab title="From Favorites" %}

* Select the **Favorites** tile in the side navigation bar.
* Select an application module.
  {% endtab %}

{% tab title="From Other Forms" %}
Select **Add** (or a similar action) within a form, such as from a grid or linked record.
{% endtab %}
{% endtabs %}

***

{% endstep %}

{% step %}

### Interacting with Forms

Once a form is open, you can view information, enter or update data, and perform actions specific to that form.

For instructions on common form-related actions, refer to the following guides:

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to Use Auto-Save</strong></td><td>Recover unsaved changes with auto-save.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FfcijiPWUsU5ABaHSrQAh%2FIMS-V16-NAV-Library-Icons-137.png?alt=media&amp;token=06def014-f4a6-4db6-8aab-820e696cd9c0">IMS-V16-NAV-Library-Icons-137.png</a></td><td><a href="/interfacing-help-files/end-users/exploring-apps/working-with-forms/using-auto-save.md">Using Auto-Save</a></td></tr><tr><td><strong>How to Generate Templates</strong></td><td>Create and download documents using form data.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FEtt21mexxg9GWNgkWRvU%2FIMS-V16-NAV-Library-Icons-136-1.png?alt=media&amp;token=a17a6be5-eac0-4aa3-aa34-e1df202e8889">IMS-V16-NAV-Library-Icons-136-1.png</a></td><td><a href="/interfacing-help-files/end-users/exploring-apps/working-with-forms/generating-templates.md">Generating Templates</a></td></tr><tr><td><strong>How to Work with Grids</strong></td><td>View, edit, and manage data in grids.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FEVZPNK4HMsSk6MiTqc9C%2FIMS-V16-NAV-Library-Icons-139.png?alt=media&amp;token=58b11dcd-0452-47c4-861d-fdbece9b2f40">IMS-V16-NAV-Library-Icons-139.png</a></td><td><a href="/interfacing-help-files/end-users/exploring-apps/working-with-forms/working-with-grids.md">Working with Grids</a></td></tr><tr><td><strong>How to Apply E-Signatures</strong></td><td>Authenticate actions using electronic signatures.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FjJcEGjm4dZFmBjlpwg1P%2FIMS-V16-NAV-Library-Icons-138.png?alt=media&amp;token=6edfa4f9-c190-49f3-8540-2166f4256270">IMS-V16-NAV-Library-Icons-138.png</a></td><td><a href="/interfacing-help-files/end-users/exploring-apps/working-with-forms/applying-digital-signatures.md">Applying Digital Signatures</a></td></tr></tbody></table>

***

{% endstep %}

{% step %}

### Navigating Nested Forms

Nested forms let you work with related records without leaving your current form.

#### <i class="fa-circle-plus">:circle-plus:</i>  Opening Nested Forms

* From the current form (for example, a grid or linked record), select **Add** or a similar action.
* The new form opens in a side panel on the right, pushing the previous form to the left.
* Only the rightmost form is active and editable; forms to the left remain visible but inactive.
* Repeat to open additional nested forms in a series of panels from left to right.

#### <i class="fa-circle-xmark">:circle-xmark:</i>  Closing Nested Forms

* Select **X** on the active (rightmost) form.
* The form to its left becomes active.
* Repeat until the original form is reached.

{% hint style="info" %}
If the original form was opened in full-screen mode, closing the last nested form restores that view.
{% endhint %}

***

{% endstep %}
{% endstepper %}

***


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://interfacing.gitbook.io/interfacing-help-files/end-users/exploring-apps/working-with-forms.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.