Title: Low-Code Forms and Workflow Rules in ZMOS, No Developer URL: https://zudoworks.com/zmos/low-code/ Description: Custom fields on every form, drag-and-drop layouts, lookup filters, validation and workflow rules on status changes and stock postings. No developer. Updated: 2026-11-03 ZMOSForms, rules, four modes # Low-code forms and workflow rules, without a developer Every ZMOS screen has a switch at the top: Normal, Edit, Design and Workflow. Normal runs the shop. Edit adds fields and rules to the section you are on. Design rearranges layouts and colours. Workflow writes the rule that fires when a status changes or stock is posted. The owner does this, not a developer. [Try ZMOS free](https://app.zudoworks.com/signup) [Book a 20-minute demo](https://zudoworks.com/contact/) - 18 field types, including lookups and subforms - Custom fields on the built-in forms too - Field access per role: editable, read-only or hidden - Rules on status changes, stock postings and low stock ![The ZMOS form builder with a palette of field types on the left and the canvas for the new form in the middle](https://zudoworks.com/Asset/img/zmos/form-builder.webp) The form builder: drag a field type onto the canvas, click it to set it up. Sample data. ## Forms and fields 1. **18 field types** Text, paragraph, rich text, whole number, decimal, currency, percent, date, date and time, checkbox, dropdown, multi-select, e-mail, link, phone, tags, lookup and subform rows. 2. **Lookups that relate records** A lookup points at items, customers, vendors, warehouses or another of your forms, single or multiple. Lookup filters limit what a picker offers, so a storekeeper only sees the warehouses they work in. 3. **Custom fields on built-in forms** Items, customers, vendors, sales and purchase orders, work orders, warehouses and work centres take your own fields, placed between the built-in ones. Reports and Zudo AI read them like any other field. 4. **Validation rules** Block a save when a value is out of range, a combination is wrong or a reference is missing, with the message you wrote. 5. **Field access per role** Each field is editable, read-only or hidden per role. Hidden fields are stripped from responses and cannot be written, filtered or charted, so a wage column stays with the people who may see it. 6. **Forms stay editable** Add fields, subforms or options after a form holds records; existing records keep their data and new fields start empty. Deleting a form is refused while another form's lookup still points at it. ## Workflow rules A rule is a trigger, an optional condition and a list of steps. Rules run on your forms and on every built-in section. 1. **Triggers** Record created, updated, saved or deleted; status changed; movement posted, cancelled or reversed; stock balance changed; stock fell below the reorder point; and a button on a record or a report. 2. **Conditions** Written on the section's fields, custom fields included, with a safe set of operators. The rule also sees the record before the change, the person who made it and the record's link. 3. **Steps** Send an e-mail with templates, create a record, update this record or another, call a URL, set a variable, branch and loop. Functions are reusable step lists with parameters that rules can call. 4. **Safe by design** A rule that fails is logged in its run log and never stops the save that triggered it. URLs are checked against a server-side request forgery guard. Zudo AI can draft a rule when asked; a person approves it. ## The four modes on every screen The switch sits in the top bar of every section. 1. **Normal** Run the shop: post, issue, close, print. 2. **Edit** Fields, pickers and rules of this section become editable. Add a custom field to Items here. 3. **Design** Drag sections and dashboard boxes, change layouts and colours, rearrange the sidebar. 4. **Workflow** Write the rule for this section: new workflow for Stock movements, for example. ## In numbers field types : 18 child fields in a subform, up to 200 rows : 30 record buttons per form : 8 built-in section can carry rules and custom fields : Every field access levels per role : 3 Watch it work ## See this part of ZMOS on video Recorded in the product itself, narrated in English, start to finish. [![Video thumbnail: Chapter 5. Your own forms, workflows and Blueprints](https://zudoworks.com/Asset/img/zmos/form-builder.webp)Chapter 5. Your own forms, workflows and Blueprints](https://www.youtube.com/watch?v=X_AptIFS1Jo&t=1231s) 20:315. Your own forms, workflows and Blueprints Building your own form, a workflow rule and a Blueprint without a developer. The clip starts at this chapter of the full two-hour build; every step is on sample data and the current version. [All 38 chapters and the 20-minute tour](https://zudoworks.com/zmos/videos/) ## Questions buyers ask Short answers. The [pricing page](https://zudoworks.com/zmos/pricing/) covers plans and the trial. ### Related - [Zudo AI designs forms and rules as proposals](https://zudoworks.com/zudo-ai/) - [Roles and field access](https://zudoworks.com/zmos/roles-audit-api/) - [Custom software when low-code is not enough](https://zudoworks.com/custom-software-development/) - [What ZMOS does](https://zudoworks.com/zmos/) - [The complete ZMOS user guide](https://zudoworks.com/guide/) Can I customise ZMOS without a developer? Yes. Custom fields, lookup filters, validation rules, layouts and workflow rules are built in the browser by the owner or a supervisor with the right permission. Code is never required; a developer is only needed for integrations you want written for you. Can I add fields to the built-in forms such as Items? Yes. Items, customers, vendors, sales and purchase orders, work orders, warehouses and work centres take custom fields, placed after a chosen built-in field, and reports, rules and Zudo AI read them. What can a workflow rule do? Send an e-mail, create or update a record, call a URL, set variables and branch, on triggers such as a status change, a stock posting, a balance falling below the reorder point or a button on a record. Who can design forms? People whose role holds the form design permission; by default the owner. Supervisors can read and write records; storekeepers read and write where their role allows. Owners set this in Settings, Roles. Does Zudo AI help with forms and rules? Yes. It can draft a new form with its fields, add a dropdown to a built-in form, move a sidebar entry or write a workflow rule, each as a proposal with a preview that a person approves.