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.
Opening Form Studio
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.
Adding Components
The left sidebar in Form Studio lists all available field types. Drag them onto the canvas to add them to the form:
- Text Input — single-line or multi-line text
- Select — dropdown or chip-style selection from a list of options
- Toggle — boolean on/off switch
- File Upload — lets the assignee upload one or more files
- Date Picker — date and time selection
- Data Table — a grid for reviewing or editing multiple records
- Document Viewer — display a PDF or image alongside the form
- Section — a labelled group to organise related fields
- Rich Text — formatted text block for instructions or context
Click a component on the canvas to open its properties in the right panel.
Data Binding
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.
Visibility and Conditional Logic
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.
Footer and Action Buttons
The form footer contains the buttons the assignee clicks to complete the task. Two layout modes are available:
- Confirmation — a single action button (e.g. "Submit"). Use for tasks where only one outcome is needed.
- Decision — Approve and Reject buttons. Use for approval workflows where the assignee chooses one of two paths.
Each button can have:
- A custom label and style (Primary, Soft, Outline, or Ghost)
- A custom colour and icon
- A Confirm on execute dialog — a prompt shown before the action is committed, with a configurable title, description, and button labels
- On success and On failure actions — steps that run after the button is clicked (e.g. opening an overlay or triggering another workflow)
Form Types
Forms operate in one of two modes:
- Standard form — presented as a standalone submission form
- Task layout — embedded inside a task record view, with a split-pane layout showing form fields alongside record data
The mode is set when the form is created and determines how it renders at runtime.
Preview
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.