Form Studio is the visual form editor in MergePoint. You use it to design the interface that task assignees interact with during a Human Approval step — the fields they fill out, the layout they see, and the action buttons they click to submit, approve, or reject.
Form Studio opens from the Human Approval node inspector. Click Edit Form (or New Form) to open the editor for the form attached to that node.
The left sidebar in Form Studio lists all available field types. Drag them onto the canvas to add them to the form:
Click a component on the canvas to open its properties in the right panel.
Component labels, default values, and visibility conditions can be bound to data from prior workflow steps. Click the binding button (the + icon) on any bindable field to open the data picker, then select a step output. The bound value appears as a chip inside the field.
Each component has a Visibility setting. Write a formula that returns true or false — the component shows only when the formula evaluates to true. Use this to hide fields that aren't relevant for a given run.
The form footer contains the buttons the assignee clicks to complete the task. Two layout modes are available:
Each button can have:
Forms operate in one of two modes:
The mode is set when the form is created and determines how it renders at runtime.
Use the preview controls at the top of Form Studio to see how the form looks at different viewport sizes — mobile, tablet, and desktop — before publishing.