> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://help.sigmacomputing.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.sigmacomputing.com/_mcp/server.

# Use forms to streamline user data entry

> Use Sigma forms to streamline user data entry. Collect inputs for actions like adding input table rows, setting controls, and calling APIs.

Use forms to create an interface for user data entry. Forms allow you to collect user inputs and incorporate them into action workflows, such as adding rows to input tables, setting control values, and calling APIs. Forms can be created manually or from an existing data source.

Forms are a [layout element](/docs/intro-to-layout-elements), allowing you to guide users and create focused interfaces as you build [AI apps](/docs/ai-apps) in Sigma.

![A user demonstrates entering information into a form and clicking submit. A new row appears in an input table, and a control and single row container update.](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/72c9670a892597aa4cb093ef5c62a92d2f3f433f305c52fed15e15af82a12582/assets/docs-images/43409b7773ef05731bcfe34f11b032f8978e7e655895cdc2c9aa8a6583d4dabc-forms_GA.gif)

Use forms when you want to:

* Create a survey or poll
* Create an interface for user data entry in an AI app
* Update multiple controls or input tables from one set of user inputs

## Prerequisites

* You must be the owner or have **Can edit** or **Can explore** permissions on the workbook.
* You must be in **Edit** or **Explore** mode for the workbook. See [workbook modes overview](/docs/workbook-modes-overview).

## Add a form to a workbook

You can create a form from scratch, or from an existing data source. Regardless of how the form is created, you can customize the form fields and their destinations.

To create a form:

1. In the **Add element** bar, select **Layout**, and then select **Form**.
2. In the **Create new form** modal, select the method you want to use to create the form.
   * Select **Start building** to [create a form from scratch](#create-a-form-from-scratch).
   * Select **Select source** to [create a form from an existing data source](#create-a-form-from-an-existing-data-source).

You can also create a form as the child element of an input table to automatically configure the form fields and actions to insert a row into the input table. For more information, see [Create a form as a child element of an input table](#create-a-form-as-a-child-element-of-an-input-table).

### Create a form from scratch

If you select **Start building** during step 2 of [Add a form to a workbook](#add-a-form-to-a-workbook), a new form element appears on the canvas with no form fields configured. From here, you can customize form fields and their role in a workflow based on your use case.

![A form element in the empty state](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/e48f64c05e534227eeb4fa5e5149e0b5c5ff40936d1b7d54e81193a3e4d3ec3a/assets/docs-images/cc408b84d47651801928ec5c643d62433d950bbc9bc3aff216ef8d5996a77b95-form_empty_state.png)

To manually add form fields:

1. Select the form element.
2. In the editor panel, select **Properties**.
3. In the **Form fields** section, click <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/add.svg" alt="" /> **Add new field**.
4. In the **New field** popover, select a field type.

Field types limit the data type of user input. For example, a **Short text** field only accepts text data, and a **Number** field only accepts number data. For more information on data types, see [Data types and formats](/docs/data-types-and-formats).

The field is added to the form element.

To manually configure the destination of a form field:

1. Select the form element.
2. In the editor panel, select **Actions**.
3. In the action sequence with an **On click - Primary** trigger, click <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/add.svg" alt="" /> **Add action**.
4. Configure an action to set the destination of the form field. For example, you can configure an **Insert row** action to add a row to an input table based on the current form field values. For more information, see [Configure form actions](#configure-form-actions).

### Create a form from an existing data source

After selecting **Select source** in step 2 of [Add a form to a workbook](#add-a-form-to-a-workbook), the **Select form fields from source** modal opens. Creating a form this way allows you to quickly configure fields and actions based on the columns in an existing data source. You can customize the form fields and actions as needed after the form is created.

1. In the **Select form fields from source** modal, select a **Source type** and **Source** to use for the form's fields.

![The Select form fields from source modal, with a source type of Input table and a source dropdown showing Employee feedback submissions.](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/ecdbab61525500acb86b5beb44f368d35a8c9dac1b1301f8667a50a466925c80/assets/docs-images/85618374c6c1012aa2c024f49d7b649f6a162dce9431f12e5ba3a3cc39e4b4aa-automatic_form_select_source.png)

You can create a form from an input table or stored procedure.

2. Select the fields to include in the form. For each column in an input table, or for each argument in a stored procedure, you can set a form field name, and select a form field type from a list of compatible options for the column or argument's data type.

![The Select form fields from source modal from the previous step shows four fields, each with a name and a field type.](https://files.buildwithfern.com/sigma.docs.buildwithfern.com/af87b3088d000b7e17252caa0eab446b98ee52b707910a4929a19e81215332a1/assets/docs-images/742721c83f8d7c20507237d065088118eecabb4511c8c79706b4841acd18ce31-select_form_fields_form_source.png)

3. Click **Create form**.

The form element is added to the canvas with the selected fields. By default, the form includes an action sequence with an **On click - Primary** trigger that submits the data to the selected data source and then clears the form fields.

### Create a form as a child element of an input table

To quickly configure a form with an input table as its data source, you can create the form as a child element:

1. Navigate to the element you want to use as the data source for the form.
2. Select <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/add-dependent.svg" alt="" /> **Create child element** > **Form**.

The form element is added to the canvas with a form field for each column in the input table, as well as an action sequence with an **On click - Primary** trigger that inserts a row into the input table and then clears the form fields. The form fields are configured with the same name and data type as the corresponding column in the input table.

## Import form fields from a data source

If you want to add fields from a data source to an existing form, you can import them directly from the data source:

1. Select the form element.
2. In the editor panel, select **Properties**.
3. In the **Form fields** section, click <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/add.svg" alt="" /> **Add new field**.
4. Select **Import fields from...**.
5. In the **Select form fields from source** modal, select a **Source type** and **Source** to import fields from.
6. Select the fields to import.
7. Click **Add new form fields**.

The selected fields are added to the form element, along with an action sequence with an **On click - Primary** trigger that submits the form data to the data source and then clears the form fields.

## Create an input table from a form

To quickly configure an input table to collect form submissions, you can create a new input table from the form:

1. Select the form element.
2. In the editor panel, select **Properties**.
3. In the notice to create an input table, click **Create**.
4. In the **Create input table from form** modal, select a connection for the input table data, and click **Create**.

The input table is created with a column for each form field, and an action sequence with an **On click - Primary** trigger that inserts a row into the input table and then clears the form fields.

## Customize a form

To customize the fields, actions, and style of a form, see the following sections:

* [Configure form fields](#configure-form-fields)
* [Configure form actions](#configure-form-actions)
* [Style a form](#style-a-form)

### Configure form fields

In the editor panel, select **Properties**. Depending on the **Field type**, configure the following options for each field:

<table>
  <thead>
    <tr>
      <th>
        Options
      </th>

      <th>
        Details
      </th>
    </tr>
  </thead>

  <tbody>
    <tr>
      <td>
        <b>Label</b>
      </td>

      <td>
        Enter a name for the field. When the form is created from a data source, the 

        <b>Label</b>

         inherits the name of the connected column.
      </td>
    </tr>

    <tr>
      <td>
        <b>Placeholder</b>
      </td>

      <td>
        Enter text to appear when the field is empty.
      </td>
    </tr>

    <tr>
      <td>
        <b>Default value</b>
      </td>

      <td>
        Enter a default value for the field from either a 

        <b>Static</b>

         value or a 

        <b>Custom formula</b>

        .
      </td>
    </tr>

    <tr>
      <td>
        <b>Read-only</b>
      </td>

      <td>
        Turn on the toggle to disable editing while leaving the field visible. If the field has a default value, it can be submitted via an action. Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Required input</b>
      </td>

      <td>
        Turn on the toggle to make the field required. Required fields must be populated before the user can submit. Required fields are marked with an asterisk next to the 

        <b>Label</b>

        . Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Validation</b>
      </td>

      <td>
        Configure a validation rule for the field, including a 

        <b>Comparison operator</b>

         and 

        <b>Text match pattern</b>

        . Turn on the 

        <b>Case sensitive</b>

         toggle to make the validation case sensitive.
      </td>
    </tr>

    <tr>
      <td>
        <b>Hint text</b>
      </td>

      <td>
        Select 

        <b>Auto</b>

         to use automatically generated hint text, 

        <b>Custom</b>

         to enter your own, or 

        <b>None</b>

         to hide hint text. Hint text provides succinct guidance to users filling out the field.
      </td>
    </tr>

    <tr>
      <td>
        <b>Field ID</b>
      </td>

      <td>
        Enter a unique identifier for the field.
      </td>
    </tr>
  </tbody>
</table>

<table>
  <thead>
    <tr>
      <th>
        Options
      </th>

      <th>
        Details
      </th>
    </tr>
  </thead>

  <tbody>
    <tr>
      <td>
        <b>Label</b>
      </td>

      <td>
        Enter a name for the field. When the form is created from a data source, the 

        <b>Label</b>

         inherits the name of the connected column.
      </td>
    </tr>

    <tr>
      <td>
        <b>Placeholder</b>
      </td>

      <td>
        Enter text to appear when the field is empty.
      </td>
    </tr>

    <tr>
      <td>
        <b>Default value</b>
      </td>

      <td>
        Enter a default value for the field from either a 

        <b>Static</b>

         value or a 

        <b>Custom formula</b>

        .
      </td>
    </tr>

    <tr>
      <td>
        <b>Read-only</b>
      </td>

      <td>
        Turn on the toggle to disable editing while leaving the field visible. If the field has a default value, it can be submitted via an action. Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Required input</b>
      </td>

      <td>
        Turn on the toggle to make the field required. Required fields must be populated before the user can submit. Required fields are marked with an asterisk next to the 

        <b>Label</b>

        . Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Validation</b>
      </td>

      <td>
        Configure a validation rule for the field, including a 

        <b>Comparison operator</b>

         and 

        <b>Text match pattern</b>

        . Turn on the 

        <b>Case sensitive</b>

         toggle to make the validation case sensitive.
      </td>
    </tr>

    <tr>
      <td>
        <b>Hint text</b>
      </td>

      <td>
        Select 

        <b>Auto</b>

         to use automatically generated hint text, 

        <b>Custom</b>

         to enter your own, or 

        <b>None</b>

         to hide hint text. Hint text provides succinct guidance to users filling out the field.
      </td>
    </tr>

    <tr>
      <td>
        <b>Field ID</b>
      </td>

      <td>
        Enter a unique identifier for the field.
      </td>
    </tr>
  </tbody>
</table>

<table>
  <thead>
    <tr>
      <th>
        Options
      </th>

      <th>
        Details
      </th>
    </tr>
  </thead>

  <tbody>
    <tr>
      <td>
        <b>Label</b>
      </td>

      <td>
        Enter a name for the field. When the form is created from a data source, the 

        <b>Label</b>

         inherits the name of the connected column.
      </td>
    </tr>

    <tr>
      <td>
        <b>Format</b>
      </td>

      <td>
        Select a format for the number, such as currency or percentage.
      </td>
    </tr>

    <tr>
      <td>
        <b>Placeholder</b>
      </td>

      <td>
        Enter text to appear when the field is empty.
      </td>
    </tr>

    <tr>
      <td>
        <b>Default value</b>
      </td>

      <td>
        Enter a default value for the field from either a 

        <b>Static</b>

         value or a 

        <b>Custom formula</b>

        .
      </td>
    </tr>

    <tr>
      <td>
        <b>Read-only</b>
      </td>

      <td>
        Turn on the toggle to disable editing while leaving the field visible. If the field has a default value, it can be submitted via an action. Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Required input</b>
      </td>

      <td>
        Turn on the toggle to make the field required. Required fields must be populated before the user can submit. Required fields are marked with an asterisk next to the 

        <b>Label</b>

        . Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Validation</b>
      </td>

      <td>
        Enter a range of valid values for the field.
      </td>
    </tr>

    <tr>
      <td>
        <b>Hint text</b>
      </td>

      <td>
        Select 

        <b>Auto</b>

         to use automatically generated hint text, 

        <b>Custom</b>

         to enter your own, or 

        <b>None</b>

         to hide hint text. Hint text provides succinct guidance to users filling out the field.
      </td>
    </tr>

    <tr>
      <td>
        <b>Field ID</b>
      </td>

      <td>
        Enter a unique identifier for the field.
      </td>
    </tr>
  </tbody>
</table>

<table>
  <thead>
    <tr>
      <th>
        Options
      </th>

      <th>
        Details
      </th>
    </tr>
  </thead>

  <tbody>
    <tr>
      <td>
        <b>Label</b>
      </td>

      <td>
        Enter a name for the field. When the form is created from a data source, the 

        <b>Label</b>

         inherits the name of the connected column.
      </td>
    </tr>

    <tr>
      <td>
        <b>Placeholder</b>
      </td>

      <td>
        Enter text to appear when the field is empty.
      </td>
    </tr>

    <tr>
      <td>
        <b>Default value</b>
      </td>

      <td>
        Enter a default value for the field from either a 

        <b>Static</b>

         value or a 

        <b>Custom formula</b>

        .
      </td>
    </tr>

    <tr>
      <td>
        <b>Read-only</b>
      </td>

      <td>
        Turn on the toggle to disable editing while leaving the field visible. If the field has a default value, it can be submitted via an action. Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Required input</b>
      </td>

      <td>
        Turn on the toggle to make the field required. Required fields must be populated before the user can submit. Required fields are marked with an asterisk next to the 

        <b>Label</b>

        . Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Validation</b>
      </td>

      <td>
        Enter a range of valid values for the field.
      </td>
    </tr>

    <tr>
      <td>
        <b>Hint text</b>
      </td>

      <td>
        Select 

        <b>Auto</b>

         to use automatically generated hint text, 

        <b>Custom</b>

         to enter your own, or 

        <b>None</b>

         to hide hint text. Hint text provides succinct guidance to users filling out the field.
      </td>
    </tr>

    <tr>
      <td>
        <b>Field ID</b>
      </td>

      <td>
        Enter a unique identifier for the field.
      </td>
    </tr>
  </tbody>
</table>

<table>
  <thead>
    <tr>
      <th>
        Options
      </th>

      <th>
        Details
      </th>
    </tr>
  </thead>

  <tbody>
    <tr>
      <td>
        <b>Label</b>
      </td>

      <td>
        Enter a name for the field. When the form is created from a data source, the 

        <b>Label</b>

         inherits the name of the connected column.
      </td>
    </tr>

    <tr>
      <td>
        <b>Default value</b>
      </td>

      <td>
        Enter a default value for the field from either a 

        <b>Static</b>

         value or a 

        <b>Custom formula</b>

        .
      </td>
    </tr>

    <tr>
      <td>
        <b>Read-only</b>
      </td>

      <td>
        Turn on the toggle to disable editing while leaving the field visible. If the field has a default value, it can be submitted via an action. Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Required input</b>
      </td>

      <td>
        Turn on the toggle to make the field required. Required fields must be populated before the user can submit. Required fields are marked with an asterisk next to the 

        <b>Label</b>

        . Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Hint text</b>
      </td>

      <td>
        Select 

        <b>Auto</b>

         to use automatically generated hint text, 

        <b>Custom</b>

         to enter your own, or 

        <b>None</b>

         to hide hint text. Hint text provides succinct guidance to users filling out the field.
      </td>
    </tr>

    <tr>
      <td>
        <b>Field ID</b>
      </td>

      <td>
        Enter a unique identifier for the field.
      </td>
    </tr>
  </tbody>
</table>

<table>
  <thead>
    <tr>
      <th>
        Options
      </th>

      <th>
        Details
      </th>
    </tr>
  </thead>

  <tbody>
    <tr>
      <td>
        <b>Label</b>
      </td>

      <td>
        Enter a name for the field. When the form is created from a data source, the 

        <b>Label</b>

         inherits the name of the connected column.
      </td>
    </tr>

    <tr>
      <td>
        <b>Default value</b>
      </td>

      <td>
        Upload a default file for the field, or select a file using a 

        <b>Custom formula</b>

        .
      </td>
    </tr>

    <tr>
      <td>
        <b>Required input</b>
      </td>

      <td>
        Turn on the toggle to make the field required. Required fields must be populated before the user can submit. Required fields are marked with an asterisk next to the 

        <b>Label</b>

        . Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Allow multiple files</b>
      </td>

      <td>
        Turn off the toggle to allow only one file to be uploaded. On by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Restrict number of files</b>
      </td>

      <td>
        Turn on the toggle to restrict the number of files that can be uploaded. When turned on, set a 

        <b>Max number</b>

        . Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Accepted file types</b>
      </td>

      <td>
        Select one or more file types to accept.
      </td>
    </tr>

    <tr>
      <td>
        <b>Max size</b>
      </td>

      <td>
        Enter a maximum file size for the upload. Default 200 MB.
      </td>
    </tr>

    <tr>
      <td>
        <b>Hint text</b>
      </td>

      <td>
        Select 

        <b>Auto</b>

         to use automatically generated hint text, 

        <b>Custom</b>

         to enter your own, or 

        <b>None</b>

         to hide hint text. Hint text provides succinct guidance to users filling out the field.
      </td>
    </tr>

    <tr>
      <td>
        <b>Field ID</b>
      </td>

      <td>
        Enter a unique identifier for the field.
      </td>
    </tr>
  </tbody>
</table>

<table>
  <thead>
    <tr>
      Options

      <th>
        Details
      </th>
    </tr>
  </thead>

  <tbody>
    <tr>
      <b>Label</b>

      <td>
        Enter a name for the field. When the form is created from a data source, the 

        <b>Label</b>

         inherits the name of the connected column.
      </td>
    </tr>

    <tr>
      <b>Value source</b>

      <td>
        Select a source for the list of values. Either enter a 

        <b>Manual list</b>

         or select a column from an existing 

        <b>Data source</b>

        .
      </td>
    </tr>

    <tr>
      <b>Manual list</b>

      <td>
        <b>Value type</b>
      </td>

      <td>
        Select the data type for the values in the list. For 

        <b>Number</b>

         and 

        <b>Date</b>

        , you can also select a 

        <b>Format</b>

        .
      </td>
    </tr>

    <tr>
      <td>
        <b>Values</b>
      </td>

      <td>
        Enter values to include in the list. Optionally, enter a display value to show in the list instead of the raw data value.
      </td>
    </tr>

    <tr>
      <td>
        <b>Set display values</b>
      </td>

      <td>
        Turn on the toggle to add the option to set display values for the list. Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Default value</b>
      </td>

      <td>
        Enter a default value for the field from either a 

        <b>Static</b>

         value or a 

        <b>Custom formula</b>

        .
      </td>
    </tr>

    <tr>
      <b>Data source</b>

      <td>
        <b>Source column</b>
      </td>

      <td>
        Select a column from the data source to use as the list of values.
      </td>
    </tr>

    <tr>
      <td>
        <b>Set display column</b>
      </td>

      <td>
        Select a mapping column to use as the display values for the list. For example, you might select a column with product names as the display values and a column with product IDs as the source values.
      </td>
    </tr>

    <tr>
      <td>
        <b>Default value</b>
      </td>

      <td>
        Enter a default value for the field from either a 

        <b>Static</b>

         value or a 

        <b>Custom formula</b>

        .
      </td>
    </tr>

    <tr>
      <b>Read-only</b>

      <td>
        Turn on the toggle to disable editing while leaving the field visible. If the field has a default value, it can be submitted via an action. Off by default.
      </td>
    </tr>

    <tr>
      <b>Required input</b>

      <td>
        Turn on the toggle to make the field required. Required fields must be populated before the user can submit. Required fields are marked with an asterisk next to the 

        <b>Label</b>

        . Off by default.
      </td>
    </tr>

    <tr>
      <b>Hint text</b>

      <td>
        Select 

        <b>Custom</b>

         to enter hint text or 

        <b>None</b>

         to hide it. Hint text provides succinct guidance to users filling out the field.
      </td>
    </tr>

    <tr>
      <b>Field ID</b>

      <td>
        Enter a unique identifier for the field.
      </td>
    </tr>
  </tbody>
</table>

<table>
  <thead>
    <tr>
      Options

      <th>
        Details
      </th>
    </tr>
  </thead>

  <tbody>
    <tr>
      <b>Label</b>

      <td>
        Enter a name for the field. When the form is created from a data source, the 

        <b>Label</b>

         inherits the name of the connected column.
      </td>
    </tr>

    <tr>
      <b>Value source</b>

      <td>
        Select a source for the list of values. Either enter a 

        <b>Manual list</b>

         or select a column from an existing 

        <b>Data source</b>

        .
      </td>
    </tr>

    <tr>
      <b>Manual list</b>

      <td>
        <b>Value type</b>
      </td>

      <td>
        Select the data type for the values in the list. For 

        <b>Number</b>

         and 

        <b>Date</b>

        , you can also select a 

        <b>Format</b>

        .
      </td>
    </tr>

    <tr>
      <td>
        <b>Values</b>
      </td>

      <td>
        Enter values to include in the list. Optionally, enter a display value to show in the list instead of the raw data value.
      </td>
    </tr>

    <tr>
      <td>
        <b>Set display values</b>
      </td>

      <td>
        Turn on the toggle to add the option to set display values for the list. Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Default value</b>
      </td>

      <td>
        Enter a default value for the field from either a 

        <b>Static</b>

         value or a 

        <b>Custom formula</b>

        .
      </td>
    </tr>

    <tr>
      <b>Data source</b>

      <td>
        <b>Source column</b>
      </td>

      <td>
        Select a column from the data source to use as the list of values.
      </td>
    </tr>

    <tr>
      <td>
        <b>Set display column</b>
      </td>

      <td>
        Select a mapping column to use as the display values for the list. For example, you might select a column with product names as the display values and a column with product IDs as the source values.
      </td>
    </tr>

    <tr>
      <td>
        <b>Default value</b>
      </td>

      <td>
        Enter a default value for the field from either a 

        <b>Static</b>

         value or a 

        <b>Custom formula</b>

        .
      </td>
    </tr>

    <tr>
      <b>Read-only</b>

      <td>
        Turn on the toggle to disable editing while leaving the field visible. If the field has a default value, it can be submitted via an action. Off by default.
      </td>
    </tr>

    <tr>
      <b>Required input</b>

      <td>
        Turn on the toggle to make the field required. Required fields must be populated before the user can submit. Required fields are marked with an asterisk next to the 

        <b>Label</b>

        . Off by default.
      </td>
    </tr>

    <tr>
      <b>Hint text</b>

      <td>
        Select 

        <b>Custom</b>

         to enter hint text or 

        <b>None</b>

         to hide it. Hint text provides succinct guidance to users filling out the field.
      </td>
    </tr>

    <tr>
      <b>Field ID</b>

      <td>
        Enter a unique identifier for the field.
      </td>
    </tr>
  </tbody>
</table>

<table>
  <thead>
    <tr>
      Options

      <th>
        Details
      </th>
    </tr>
  </thead>

  <tbody>
    <tr>
      <b>Label</b>

      <td>
        Enter a name for the field. When the form is created from a data source, the 

        <b>Label</b>

         inherits the name of the connected column.
      </td>
    </tr>

    <tr>
      <b>Value source</b>

      <td>
        Select a source for the list of values. Either enter a 

        <b>Manual list</b>

         or select a column from an existing 

        <b>Data source</b>

        .
      </td>
    </tr>

    <tr>
      <b>Allow multiple selection</b>

      <td>
        Turn off the toggle to limit the user to selecting a single value.
      </td>
    </tr>

    <tr>
      <b>Manual list</b>

      <td>
        <b>Value type</b>
      </td>

      <td>
        Select the data type for the values in the list. For 

        <b>Number</b>

         and 

        <b>Date</b>

        , you can also select a 

        <b>Format</b>

        .
      </td>
    </tr>

    <tr>
      <td>
        <b>Values</b>
      </td>

      <td>
        Enter values to include in the list. Optionally, enter a display value to show in the list instead of the raw data value.
      </td>
    </tr>

    <tr>
      <td>
        <b>Set display values</b>
      </td>

      <td>
        Turn on the toggle to add the option to set display values for the list. Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Placeholder</b>
      </td>

      <td>
        Enter text to appear when the field is empty.
      </td>
    </tr>

    <tr>
      <td>
        <b>Default value</b>
      </td>

      <td>
        Enter a default value for the field from either a 

        <b>Static</b>

         value or a 

        <b>Custom formula</b>

        .
      </td>
    </tr>

    <tr>
      <b>Data source</b>

      <td>
        <b>Source column</b>
      </td>

      <td>
        Select a column from the data source to use as the list of values.
      </td>
    </tr>

    <tr>
      <td>
        <b>Set display column</b>
      </td>

      <td>
        Select a mapping column to use as the display values for the list. For example, you might select a column with product names as the display values and a column with product IDs as the source values.
      </td>
    </tr>

    <tr>
      <td>
        <b>Placeholder</b>
      </td>

      <td>
        Enter text to appear when the field is empty.
      </td>
    </tr>

    <tr>
      <td>
        <b>Default value</b>
      </td>

      <td>
        Enter a default value for the field from either a 

        <b>Static</b>

         value or a 

        <b>Custom formula</b>

        .
      </td>
    </tr>

    <tr>
      <b>Read-only</b>

      <td>
        Turn on the toggle to disable editing while leaving the field visible. If the field has a default value, it can be submitted via an action. Off by default.
      </td>
    </tr>

    <tr>
      <b>Required input</b>

      <td>
        Turn on the toggle to make the field required. Required fields must be populated before the user can submit. Required fields are marked with an asterisk next to the 

        <b>Label</b>

        . Off by default.
      </td>
    </tr>

    <tr>
      <b>Hint text</b>

      <td>
        Select 

        <b>Custom</b>

         to enter hint text or 

        <b>None</b>

         to hide it. Hint text provides succinct guidance to users filling out the field.
      </td>
    </tr>

    <tr>
      <b>Field ID</b>

      <td>
        Enter a unique identifier for the field.
      </td>
    </tr>
  </tbody>
</table>

<table>
  <thead>
    <tr>
      Options

      <th>
        Details
      </th>
    </tr>
  </thead>

  <tbody>
    <tr>
      <b>Label</b>

      <td>
        Enter a name for the field. When the form is created from a data source, the 

        <b>Label</b>

         inherits the name of the connected column.
      </td>
    </tr>

    <tr>
      <b>Value source</b>

      <td>
        Select a source for the list of values. Either enter a 

        <b>Manual list</b>

         or select a column from an existing 

        <b>Data source</b>

        .
      </td>
    </tr>

    <tr>
      <b>Allow multiple selection</b>

      <td>
        Turn off the toggle to limit the user to selecting a single value. On by default.
      </td>
    </tr>

    <tr>
      <b>Manual list</b>

      <td>
        <b>Value type</b>
      </td>

      <td>
        Select the data type for the values in the list. For 

        <b>Number</b>

         and 

        <b>Date</b>

        , you can also select a 

        <b>Format</b>

        .
      </td>
    </tr>

    <tr>
      <td>
        <b>Values</b>
      </td>

      <td>
        Enter values to include in the list. Optionally, enter a display value to show in the list instead of the raw data value.
      </td>
    </tr>

    <tr>
      <td>
        <b>Set display values</b>
      </td>

      <td>
        Turn on the toggle to add the option to set display values for the list. Off by default.
      </td>
    </tr>

    <tr>
      <td>
        <b>Default value</b>
      </td>

      <td>
        Enter a default value for the field from either a 

        <b>Static</b>

         value or a 

        <b>Custom formula</b>

        .
      </td>
    </tr>

    <tr>
      <b>Data source</b>

      <td>
        <b>Source column</b>
      </td>

      <td>
        Select a column from the data source to use as the list of values.
      </td>
    </tr>

    <tr>
      <td>
        <b>Set display column</b>
      </td>

      <td>
        Select a mapping column to use as the display values for the list. For example, you might select a column with product names as the display values and a column with product IDs as the source values.
      </td>
    </tr>

    <tr>
      <td>
        <b>Default value</b>
      </td>

      <td>
        Enter a default value for the field from either a 

        <b>Static</b>

         value or a 

        <b>Custom formula</b>

        .
      </td>
    </tr>

    <tr>
      <b>Read-only</b>

      <td>
        Turn on the toggle to disable editing while leaving the field visible. If the field has a default value, it can be submitted via an action. Off by default.
      </td>
    </tr>

    <tr>
      <b>Required input</b>

      <td>
        Turn on the toggle to make the field required. Required fields must be populated before the user can submit. Required fields are marked with an asterisk next to the 

        <b>Label</b>

        . Off by default.
      </td>
    </tr>

    <tr>
      <b>Hint text</b>

      <td>
        Select 

        <b>Custom</b>

         to enter hint text or 

        <b>None</b>

         to hide it. Hint text provides succinct guidance to users filling out the field.
      </td>
    </tr>

    <tr>
      <b>Field ID</b>

      <td>
        Enter a unique identifier for the field.
      </td>
    </tr>
  </tbody>
</table>

### Configure form actions

By default, forms have two action sequences, one with an **On click - Primary** trigger and one with an **On click - Secondary** trigger. For forms created from a data source, the **On click - Primary** action sequence is preconfigured to insert a row into the data source, and the **On click - Secondary** action sequence is preconfigured to clear the form fields. Forms can also be configured with an additional action sequence with an **On click - Tertiary** trigger.

To add an action to the action sequence with an **On click - Primary** trigger:

1. Select the form element.
2. In the editor panel, select **Actions**.
3. In the action sequence with an **On click - Primary** trigger, click <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/add.svg" alt="" /> **Add action**.
4. Configure an action to define the behavior when the primary button is clicked.

For several action types, including **Insert row**, **Update row(s)**, **Set control value**, and **Set single row container**, you can use a form field as the source for a value. For example, you can configure an **Insert row** action to add a row to an input table, submitting the form fields to corresponding columns in an input table.

To configure the action sequence with an **On click - Secondary** trigger:

1. Select the form element.
2. In the editor panel, select **Actions**.
3. In the action sequence with an **On click - Secondary** trigger, click <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/add.svg" alt="" /> **Add action**.
4. Configure an action to define the behavior when the secondary button is clicked.

To configure an action sequence with an **On click - Tertiary** trigger:

1. Select the form element.
2. In the editor panel, select **Actions**.
3. Select <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/add.svg" alt="" /> **Add action sequence**.
4. Configure the action sequence with an **On click - Tertiary** trigger.
5. Select <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/add.svg" alt="" /> **Add action**.
6. Configure an action to define the behavior when the tertiary button is clicked.

### Style a form

In the editor panel, select **Format** to set the style options in each section.

In the **Form style** section, set the following options:

| Style                | Details                                                                                                                                                |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Spacing**          | Specify the amount of space to include between fields in the form. If padding is turned on, the spacing setting also determines the amount of padding. |
| **Padding**          | Adds padding to the form. Turn the toggle off to remove padding between fields and the edges of the form. On by default.                               |
| **Background color** | Select a background color for the form.                                                                                                                |
| **Border**           | Specify a border for the form. Defaults to None, and can be set to 1, 2, or 3 pixels. You can also choose a color for the border.                      |
| **Corner**           | Choose a corner shape for the form. Choose between square, round, and pill. Defaults to round.                                                         |
| **Field gap**        | Adds padding between elements in the form. Turn the toggle off to remove padding between fields. On by default.                                        |

In the **Header** section, set the following options:

| Style                      | Details                                                                                                                                                                            |
| :------------------------- | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Show title**             | Shows the title. On by default. Turn the toggle off to hide the title.                                                                                                             |
| **Title formatting**       | Enter a title and use the formatting options to set text weight, color, size, and alignment. Press `=` on the keyboard to include a dynamic value defined by a formula expression. |
| **Show description**       | Shows the description. On by default. Turn the toggle off to hide the description.                                                                                                 |
| **Description formatting** | Enter a description and use the formatting options to set text weight, color, and size. Press `=` on the keyboard to include a dynamic value defined by a formula expression.      |

In the **Form field style** section, set the following options:

| Style                | Details                                                                                             |
| :------------------- | :-------------------------------------------------------------------------------------------------- |
| **Label position**   | Select the label position for form fields as either **Top** or **Left**. Set to **Top** by default. |
| **Label formatting** | Set a text weight and color.                                                                        |

In the **Footer** section, set the following options:

| Style                     | Details                                                                                                                |
| :------------------------ | :--------------------------------------------------------------------------------------------------------------------- |
| **Show primary button**   | Turn off the toggle to hide the primary button.                                                                        |
| **Primary label**         | Enter a label for the primary button. `Submit` by default.                                                             |
| **Show secondary button** | Turn off the toggle to hide the secondary button.                                                                      |
| **Secondary label**       | Enter a label for the secondary button. `Reset form` by default.                                                       |
| **Show tertiary button**  | Turn on the toggle to show the tertiary button.                                                                        |
| **Tertiary label**        | Enter a label for the tertiary button. `Tertiary` by default.                                                          |
| **Alignment**             | Select an alignment for the buttons. Choose between **Left align**, **Center align**, **Right align**, or **Stretch**. |