These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Form Builder Platform
- Data model
The tables behind Form Builder Platform
Form Builder Platform ships with 14 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 14
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Configuration
Organizations and People establish ownership; field definitions and source mappings establish reusable policy and mapping.
Forms and submissions
Form definitions carry revisions and schema rules; form submissions link each line to its parent.
Review
Review decisions, evidence documents and follow up actions keep decisions, supporting material and assigned work with the form.
Execution
Operation runs, operation steps, execution attempts and state history explain actions and state changes.
Every table, by feature
- Form definitions4
- Field policies4
- Submissions5
- Review and evidence4
- Follow-up work4
- Execution history5
- Shared and settings1
- Form definitions
Versioned published form schemas with conditional logic and validation rules.
Linked to Organizations, People, Field definitions - Field definitions
Versioned field and policy definitions used to compile form schemas.
Linked to Organizations - Review decisions
Independent review decisions recorded against an exact source revision.
Linked to Form definitions, People - State history
Immutable state transitions recorded for each form definition revision.
Linked to Form definitions, People
- Field definitions
Versioned field and policy definitions used to compile form schemas.
Linked to Organizations - Form definitions
Versioned published form schemas with conditional logic and validation rules.
Linked to Organizations, People, Field definitions - Source mappings
Reviewed field-level mappings between source systems and form schema fields.
Linked to Field definitions - Organizations
Authorized organizations that own form definitions and field policies.
- Form submissions
Submitted form data validated against the exact published schema version.
Linked to Form definitions - Form definitions
Versioned published form schemas with conditional logic and validation rules.
Linked to Organizations, People, Field definitions - Review decisions
Independent review decisions recorded against an exact source revision.
Linked to Form definitions, People - Operation runs
Immutable operation run record per source and approved action revision.
Linked to Form definitions - Operation steps
Numbered step trace within an operation run with persisted input/output identities.
Linked to Operation runs
- Review decisions
Independent review decisions recorded against an exact source revision.
Linked to Form definitions, People - Evidence documents
Source evidence supporting submitted and reviewed form data.
Linked to Form definitions, People - Form definitions
Versioned published form schemas with conditional logic and validation rules.
Linked to Organizations, People, Field definitions - People
Form owners, operators, reviewers and verifiers.
Linked to Organizations
- Follow up actions
Open and completed follow-up work raised from reviewed forms.
Linked to Form definitions, People - Form definitions
Versioned published form schemas with conditional logic and validation rules.
Linked to Organizations, People, Field definitions - People
Form owners, operators, reviewers and verifiers.
Linked to Organizations - Evidence documents
Source evidence supporting submitted and reviewed form data.
Linked to Form definitions, People
- Operation runs
Immutable operation run record per source and approved action revision.
Linked to Form definitions - Operation steps
Numbered step trace within an operation run with persisted input/output identities.
Linked to Operation runs - Execution attempts
Every execution attempt against a form definition revision and operation key.
Linked to Form definitions - State history
Immutable state transitions recorded for each form definition revision.
Linked to Form definitions, People - Form definitions
Versioned published form schemas with conditional logic and validation rules.
Linked to Organizations, People, Field definitions
Keys and references
A submission’s Parent points to form definitions. Review decisions.Source and evidence documents.Source point to the same form record. Operation steps.Run points to operation runs, and the run’s Source points back to the form. Source mappings.Definition points to field definitions. Keep the form number and revision together when reviewing a case; the number alone does not identify the reviewed schema.
Migration order
- Load Organizations and People, then check active records.
- Load field definitions and source mappings for each organization.
- Load form definitions with their owner, organization and field definition.
- Load form submissions, evidence documents and review decisions against the correct source.
- Load follow up actions and historical operation and state records with their references intact.
Set up Form Builder Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.