Fill modes

When you open the builder to create or edit a submission, you fill it in through one of three modes. You switch between them from the toggle in the builder header. Quick and Form are single-record modes. Grid is for entering many rows at once. This page explains what each mode is for and when to reach for it.

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At a glance

No mode is “better.” They suit different workflows. Quick is the fastest way to enter a single record. Form is best when you want to watch a deep computed chain build as you type. Grid is what you want when you have twenty rows and a spreadsheet open in the other tab.

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Quick mode

Quick is the default when you open the builder. It is a compact, single-record form: each field stacked, with dropdowns rendered as option pills you tap or click. It is the fastest path for entering one campaign and works well on a narrow or touch screen. Computed fields still show their derived values as you fill in their sources. Reach for Quick when you are entering a single record and want minimal chrome between you and the fields.

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Form mode

Form is also single-record, but laid out as a vertical form with the computed fields collected into their own sticky Computed panel. As you fill in the user-entered fields on one side, the panel shows the live values of every computed field (in the Campaign URL Builder example: utm_campaign, tagged_url, short_url, and the qr_code image) updating as you type. That panel is the reason to choose Form. When a computed chain runs several levels deep, watching it recompute in real time makes it obvious where the chain broke if something looks wrong. Fields that cannot compute yet (because a source is still blank) stay empty rather than showing noise.

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Grid mode

Grid is a spreadsheet. Columns are the taxonomy’s fields, rows are the records in the submission. It supports the things you expect from a grid:

• Paste from a spreadsheet. Copy a block of cells from Excel or Sheets and paste into the grid. Columns map by position and extra rows are appended automatically. See Bulk entry in grid mode for the full paste workflow.
• Add, duplicate, and delete rows. Use the grid controls and the row gutter. Deleting a row removes it from the submission; the submission itself is untouched.
• Drag to reorder rows.
• Fill handle and multi-row selection, for editing many cells at once.

Computed fields appear in Grid as read-only columns and update live as their source cells change, the same as in the other modes. You can show or hide the computed columns from the grid controls.

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Switching modes

You switch modes from the toggle in the builder header. The rule that governs availability is simple:

• A submission with one row can use any of the three modes.
• A submission with two or more rows can only use Grid. Quick and Form cannot show more than one record, so the toggle disables them and the builder stays in Grid.

So when you add a second row (you add rows from the grid controls), the builder moves you to Grid automatically. Whenever a submission is back down to a single row, you are free to switch to Quick or Form again.

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Related

• The submission pipeline: what runs on every save, in every mode.
• Bulk entry in grid mode: the full paste-from-spreadsheet workflow.
• Submissions reference: the submission lifecycle.
• Tutorial: Campaign URL Builder: uses these modes during the worked example.