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Form templates and custom schemas

Use a text field

Define a one-line text input in the schema. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM administrators, project teams, developers, authorised client contacts and public prospectsPermission: EditModule v1.1.1
Jump to steps
Where to goAdmin Area → Client Discovery Portal → Form Templates
Before you start
  • Verify the module is active and use the exact navigation shown above.
  • Use an account with the stated module and core CRM permissions.
  • Use known test records when changing statuses, visibility, saved filters or global navigation.

What you’ll accomplish

Define a one-line text input in the schema. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Follow these steps

  1. Go to Admin Area → Client Discovery Portal → Form Templates.
  2. Find the record, endpoint, field or action used to use a text field.
  3. Complete the displayed values exactly as described in this guide.
  4. Select the available save, submit, send, upload, create, update or confirm action.
  5. Return to the related register, portal, activity log or API response and verify the expected result.

Fields and options to review

Workspace or endpointAdmin Area → Client Discovery Portal → Form Templates
PurposeDefine a one-line text input in the schema.

Rules the system enforces

  • The action is available only where the supplied module exposes it and the signed-in user or API client meets the stated access conditions.
  • Internal helpers are documented under the visible workflow or endpoint they support rather than presented as invented menu pages.

How to confirm it worked

  • The use a text field workflow completes without a validation, permission, ownership or availability error.
  • The related record, portal view, activity entry, notification log or API response shows the expected state.
  • Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.

Security, privacy and operational checks

  • Use controlled test records and non-production credentials before wider rollout.
  • Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.
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