Forms allow you to add and edit records on the frontend of your app.
Adding a new form is similar to adding any other component to a page. Select the page you'd like to add the form to, click add component, and select the form component. Once you add the form, you can style it as you wish.
You can add a form to add a record to any page, but you can only add a form to edit a record to child pages, such as a details page and components.
With forms, you can also add a form to add a connected record connected to the current page's record. For instance, if you have a details page of a Company that has a connection to the company's employees, you can add a form to add a new employee to that Company page.
When you add a new form, you're prompted to choose the data table and then one of the following options:
A) Quick Add - this adds the form with all the fields in a form and closes the page. You can always customize this later.
B) Customize - this option lets you first customize all the options.
To edit a form, find the form you want to edit and click on the Form icon:
Once you're inside a form you wish to edit or customize, you can customize the look and feel of the form by changing the column structure using the "+" and "-" icons as well as adding new rows and columns.
Suppose you want to further customize the following long form:
Let's customize the form by first shrinking the columns and adding a second column so the fields are in two columns:
- Click the - button to shrink the column
- Click the + button to add a new column inside this row
- Drag whichever fields you want into that column
Now our form will look like this:
Now we'll customize it a bit more by changing around the label positions of the fields. Click on the pencil icon next to a field to open the advanced options and then click the Label tab.
We'll now add an icon to some fields as well as customize the color and alignment of the field.
Once you add a form, keep in mind all the ways you can further customize the form, including:
- Display rules - set field visibility rules
- Submit Rules - what happens when a form is submitted
- Validation Rules- require specific field values
- Record Rules - modify field values
- Automated Emails - send automated emails
- Automated Text Messages - send automated text messages