How to use multiple forms in the same open card
Using multiple forms in one card means splitting a crowded record across side panels, each showing a different slice of the same data. In Jestor, an open card can hold as many forms as you need, and every one of them respects the conditional rules you set.
Why one long form stops working
A record with forty fields becomes a scroll. The approver looking for the amount passes twelve fields they do not need, and the person filling in cost center details navigates past the approval buttons every time.
Both are using the same record for different purposes, and one layout cannot serve both well.
What splitting solves:
- Approvers scrolling past irrelevant detail to find the decision
- Buttons buried at the bottom of a long form
- Related fields separated because the order suits someone else
- A single layout forced to serve several roles
How to divide a card
| Panel | What it holds | Who uses it |
|---|---|---|
| Main form | General information about the record | Everyone |
| Second panel | Cost center, company, classification | Finance and controlling |
| Third panel | Approval buttons and decision fields | Approvers |
Step by step to configure it
- Open the card and go into its edit view.
- Keep the general information in the main form.
- Add a second form in a side panel, selecting the fields it should show.
- Add a third panel if a distinct group of fields or actions deserves its own space.
- Apply conditional rules per panel, since each one respects them independently.
- Set fields as read only where the person should see but not change them.
Why conditionals per panel matter
The panels are not just visual divisions. Each carries the full logic of a form, so an approval panel can disappear once the decision is made, or its fields can become read only, preserving the record without inviting a second click.
- As many panels as needed: the card adapts to the process
- Same record throughout: panels are views, not separate records
- Full conditional support: rules applied per panel
- Read only states: history preserved after an action
Frequently Asked Questions
Are the panels editing the same record?
Yes. Each panel is a different view of the same record. See jestor.com.
Can a panel disappear after an action?
Yes. Conditional rules can hide it or make its fields read only.
How many forms can one card hold?
As many as the process requires, across the card's side panels.
Video Tutorial: Step by Step
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