Introduction to Forms

This article is specific to the updated TrackVia UI released in Fall 2026

A form is the mechanism that TrackVia uses to display the individual records stored in a table. In the new TrackVia UI, you open forms to view records, open related records, share a record, and see its history.

What are forms?

A form is the page or panel that shows a single record. Each field on the form shows one piece of that record's data, such as a status, a date, or a related record. Forms are used to create, edit, and view records.

Every table has a Default Form that shows every field in the table. Admins can also build custom forms that show a different set of fields in their own layout, for example a short form for adding a record and a longer form for reviewing one.

Forms are assigned by role. When you open a record from a view, the record opens in the form your role is assigned for that view. Two people in different roles can open the same record and see different fields.

Currently, Admins must create and change forms in the Current TrackVia UI.

Forms in the new UI: what you can do in this release

In the new TrackVia UI, you can currently use a form to:

• Open a record from a view, a dashboard, or a copied link
• Move to the previous or next record in a view without closing the form
• Open a related parent record from a relationship field
• See child view and open child records
• Share a record by email
• See a record's history

Forms are view only in this release. You can't change field values or create a record from a form yet. Saving is coming in a follow-on release.

Interacting with Forms covers how to open forms and move between records. 

Related Articles

• Interacting with Forms
• Sharing a Record
• Record History
• Introduction to Views
• What's Released and What's Coming