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docs(navigation): document Form Configuration - #15776

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Maffooch merged 2 commits into
bugfixfrom
docs/form-configuration
Aug 24, 2026
Merged

docs(navigation): document Form Configuration#15776
Maffooch merged 2 commits into
bugfixfrom
docs/form-configuration

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@blakeaowens

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Description

Form Configuration had a single bullet on the Sidebar Menu page, and that bullet was added in passing by an unrelated documentation change, so there was nowhere explaining how to use the feature.

Adds a Configuring Forms page under Navigation, beside Customizing Tables, covering:

  • Where the setting lives, and that it applies to everyone rather than being a personal preference. Changes are picked up on the next page navigation.
  • Choosing which form to configure.
  • The three states a field can be in: not configurable, always required, or configurable.
  • The controls on a configurable field: Placement between the main body and the Optional Fields section, Required, and Disabled.
  • Reordering fields by dragging, including that reordering controls sequence only and does not move a field between the main body and Optional Fields, and that an otherwise non-configurable field can still be reordered.
  • The Expand Optional Fields by Default setting.
  • What Save and Reset to Defaults do, and that each form is stored separately so resetting one does not affect the others.

Also links the Form Configuration bullet on the Sidebar Menu page through to the new page.

Note for whoever merges

This changes the Form Configuration bullet on the Sidebar Menu page. The page layouts documentation PR changes the Layout Defaults bullet directly beneath it. They are independent and either can go first, but the second one merged will want a one line rebase on that file.

Test Commands

  • /test all - run all tests

Test Configuration

oss-branch:
oss-username:

Form Configuration had one bullet on the Sidebar Menu page, added in passing by
an unrelated change, so there was nowhere describing how to actually use it.

Adds a page covering choosing a form, the three states a field can be in, the
placement, required, and disabled controls, reordering fields, the Optional
Fields default, and what saving and resetting do.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
@blakeaowens
blakeaowens requested a review from Maffooch as a code owner August 24, 2026 10:20
@blakeaowens blakeaowens added this to the 3.2.400 milestone Aug 24, 2026
@github-actions github-actions Bot added the docs label Aug 24, 2026
@blakeaowens blakeaowens modified the milestones: 3.2.400, 3.2.300 Aug 24, 2026
@blakeaowens
blakeaowens requested a review from devGregA August 24, 2026 10:25
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This pull request has conflicts, please resolve those before we can evaluate the pull request.

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This pull request has conflicts, please resolve those before we can evaluate the pull request.

…tion

# Conflicts:
#	docs/content/navigation/PRO__sidebar.md
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Conflicts have been resolved. A maintainer will review the pull request shortly.

@Maffooch
Maffooch added this pull request to the merge queue Aug 24, 2026
@Maffooch
Maffooch removed this pull request from the merge queue due to the queue being cleared Aug 24, 2026
@Maffooch
Maffooch merged commit e9e2f52 into bugfix Aug 24, 2026
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@Maffooch
Maffooch deleted the docs/form-configuration branch August 24, 2026 14:41
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3 participants