> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.itential.com/itential-cloud/studio/json-forms/create-manage/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.itential.com/_mcp/server.

# Create and manage JSON Forms

> Create, manage, and organize JSON Forms in Itential Platform Studio.

JSON Forms is a two-component application in Itential Platform Studio that enables form management: a collection view and a form builder. Forms can be used throughout Itential Platform. At a high level, the JSON Forms builder provides the functionality to generate a JSON Schema representation of a form via a drag-and-drop interface.

## Access JSON Forms

Navigate to **Studio > JSON Forms**. JSON Forms is listed in the left navbar as its own subcategory in Studio.

### Collection view

To open the **Collection** view of JSON Forms, click the **Find A Workflow** link under **Quick Start** on the main welcome page of Studio.

The **Collection** page displays in a card-based layout with tabs across the top. To access a specific JSON Form, workflow, or other automation, select the corresponding tab to see the card view of all available items.

![](/_fern-img/be4e622e03bee1610cd3a0246ed2e2764a8b25acb5d6ac24487be6ff3b46d08c.webp)

The following actions can be taken from the **Collection** page:

| Action     | Description                                            |
| ---------- | ------------------------------------------------------ |
| Refresh    | Refreshes the page.                                    |
| Import     | Imports a workflow.                                    |
| Select All | Selects all workflows on the active tab and page.      |
| Delete     | Permanently removes a selected workflow.               |
| Export     | Exports a selected workflow.                           |
| Sort       | Sort by name, date created, last modified, or by tags. |
| Search     | Search for a workflow by name or other criteria.       |

## Create a new JSON Form

#### Open Studio

Navigate to the main Studio application page.

#### Open the Create dialog

Click the **+ Create a Workflow** link to open the **Create** dialog.

#### Select JSON Form

Select **JSON Form** from the dropdown list.

#### Name and create

Enter a JSON Form name (required) and brief description (optional). Click **Create** to save. The JSON Form is added to the Collection page.

## Delete a JSON Form

You can delete an existing JSON Form using the card menu or by selecting a specific JSON Form and clicking **Delete**.

### Using the card menu

Click the stacked dots icon inside the JSON Form card to display the menu options, then click **Delete**.

### Select and delete multiple JSON Forms

#### Select forms

Select the **checkbox** to mark the JSON Form as selected.

#### Delete selected forms

Click the **trashcan** icon to delete all selected forms.

#### Deselect if needed

Click the **deselect button** icon to unselect all selected forms.

## Export forms to JSON files (2023.2 and earlier)

You can export a JSON file representation of a form using **Forms** in the left sidenav menu or from the **Collections** view.

### Using the Forms menu

#### Open a form

Go to the main page of Studio. In the left navbar, click the dropdown arrow to open the **Forms** menu. Click any form in the list to navigate to the **Form Builder** for that form.

#### Open the card menu

Click the stacked dots icon in the top toolbar of the **Form** to display more options. From the menu, you can view the current form's JSON schema, edit the form's details, clone the form, revert changes, export to a JSON file, or delete the form.

#### Export

Click **Export form** to open the export modal.

#### Save the file

Select **Save File** to download a JSON file representation of the form. Remember the location where the file is saved.

### Using the Collection view

#### Open the Collection view

Open the **Collection** view.

#### Select forms

Select the checkbox to select multiple forms for bulk export.

#### Export

Click the stacked dots icon to display the Export menu options, then click the **Export** icon to export all selected forms to JSON files.

## Import JSON files

#### Open the Import dialog

Click the **Import** icon from the top toolbar on the Studio homepage. Alternatively, go to the Collection view of JSON Forms and select the **Import** icon. One or more JSON files (forms) can be imported at a time.

## Clone a JSON Form

#### Open the card menu

Click the stacked dots menu icon inside the card.

#### Clone

Select the **Clone** menu option to create a copy of the JSON Form. The **Clone Form** dialog displays.

#### Name and save

Enter a different name in the **Save Form as** text field, then click **Clone** to save.

## Preview a JSON Form

#### Open the card menu

Click the stacked dots menu icon.

#### Preview

Select **Preview** to show a preview of the JSON Form. Click **Preview Form** to display it.

#### View JSON schema

Click **Show Form Data** to display the JSON schema. Click **Close** to return to the preview modal.

## Sort JSON Forms

#### Set sort order

Click the sort icon (on the left) to modify the sort order (ascending or descending).

#### Set sort property

Use the dropdown menu icon (on the right) to change the property the sort is performed on: name, date created, last modified, or tags.

## View and update JSON Form details

Click the stacked dots menu in the top toolbar and select **Edit details** to open JSON Form details.

View information about who created the form and when, and who last updated the form and when. You can change the  **Name** and **Description**.

> Create, manage, and organize JSON Forms in Itential Platform Studio.