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Arranging forms: moving rows, keeping pairs together

The order a form is filled in is the order the person at the desk works in, and that differs between a front desk and an HR office. Admins can reorder the rows of the main forms — rows, not fields, so the layout stays symmetrical and the paper still matches.

By the end of this pageYou will be able to reorder a form's rows for your business or a role, understand what stays fixed and why, and know which forms support it.
On this pageWhat cannot be done hereWhy rows
Arranging the client formWalkthrough
Client form · arrange rowsArrangeFull nameMobileEmailNationalityID typeID numberCivil statusEmergency contactUnitMove-in dateClient form · arrange rowsDone⋮⋮Full nameMobile⋮⋮EmailNationality⋮⋮ID typeID number⋮⋮Civil statusEmergency contact⋮⋮UnitMove-in date🔒Client form · arrange rowsDone⋮⋮Full nameMobile⋮⋮ID typeID number⋮⋮EmailNationality⋮⋮Civil statusEmergency contact⋮⋮UnitMove-in date🔒Client form · arrange rowsArrangeFull nameMobileID typeID numberEmailNationalityCivil statusEmergency contactUnitMove-in dateSaved for the business · every client form now opens this way
  1. Open the form — client, unit, employment, or invoice lines — as an admin, and press Arrange at the top right.
  2. Drag rows. Each row has a handle. A row with two fields moves as one; the fields never swap sides or split. Single-field rows move the same way.
  3. Locked rows stay put: rows that print on a document in a fixed position (the lease's parties block, the payslip header) or that the platform needs first (the unit on a client form). The lock icon says why on hover.
  4. Done saves for the whole business. To save for one role instead — the HR office fills the employment form in a different order from a manager — choose Save for: Admin.
  5. Reset returns the shipped order. Changes are logged with who and when.

What cannot be done here

Removing a field — never, from any screen; a field you do not use can be hidden only by a setting that exists for that purpose, and most fields have no such setting because the document behind them needs them. Changing a label. Putting three fields on a row. Moving a field between rows. Per-person form layouts. Each of these would make the form something support cannot reason about from the name alone.

Why rows

Two fields on a row split it equally; every single-line control is the same height; a form reads as a grid. Letting rows move preserves all of that. Letting fields move would break it on the first drag, and you would spend the next hour repairing alignment instead of running a building.

Paper first. If your intake is still a paper form at the desk, arrange the screen to match the paper's order — then, after a month, arrange the paper to match what reception actually asks first.

Related

Describes the platform as it is today. Something out of date? Tell us. · help 0.12.3