How Do You Organize a Single Record's Information Into Separate Side Panels Inside the Card?

In Jestor, the open card lets you add more than one form in different side panels, each customized for a specific purpose within the same record.

Why split information across several panels

Putting all of a process's information into one long form makes the card confusing and hard to navigate. Splitting by purpose — general information, approval data, action buttons — better organizes the experience for whoever opens that card.

What's possible with multiple forms on the card

Creating as many additional forms as needed in side panels
Applying independent conditionals to each form
Making one form editable and another view-only, as needed
Reorganizing fields, colors, and blocks in each panel separately

How to set up multiple forms on the open card

Open the record's superform editor
In the form toolbar, choose the option to add a new superform
Set up the fields, colors, and conditionals for that new panel
Repeat for as many side panels as your process needs

Process automation with better-organized information

This split into panels makes process automation easier for records that involve different stages of the same process, like keeping approval buttons always visible in one panel, while general data stays in another.

Table Summary

Side panel	Suggested purpose
Main form	General record information
Additional form 1	Specific data, like cost center
Additional form 2	Action buttons, like approval

Video Tutorial: Step by Step

Video: Multiple Forms on the Same Open Card — video tutorial showing this feature in practice, right inside the Jestor interface.

Frequently Asked Questions

Is there a limit to how many forms can be added to the card? There's no publicly stated fixed ceiling; the card holds as many forms as your process needs.

Do conditionals work independently on each panel? Yes, each additional form follows its own conditional rules.

Does this feature replace the card's main form? No, it complements the main form with additional side panels on jestor.com.

Get to Know Jestor

With Jestor, you can automate workflows, connect different areas, and build internal systems your way — all without code and with AI support. Check out Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.

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