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Creating Custom Components

Step-by-step guide to building custom form components.

Overview​

Custom components let you create reusable form fields with dynamic data sources.

Step 1: Choose Component Type​

Select the component type:

  • Dropdown - Single selection dropdown
  • Multi-Select - Multiple selections
  • Radio Group - Radio buttons
  • Checkbox Group - Checkboxes
  • Composite - Complex multi-field component

Step 2: Configure Data Source​

Choose where data comes from:

  • Static - Hardcoded options
  • REST API - External API endpoint
  • Database - Direct database query
  • Integration - Connected service

Step 3: Set Up Schema​

Define the component structure:

  • Field properties
  • Validation rules
  • Display options
  • Default values

Step 4: Test Component​

Before using:

  1. Preview component
  2. Test data loading
  3. Verify display
  4. Check error handling

Step 5: Save and Use​

Once ready:

  1. Save component
  2. Add to forms
  3. Configure per-form settings
  4. Monitor usage

Best Practices​

  • Use clear, descriptive names
  • Document data source requirements
  • Handle errors gracefully
  • Cache data when appropriate
  • Test with real data

Next Steps​