Configuring Forms

Form is a screen used to enter data in apps. Let's create a Form that tailored to how you want to use our app. You can make changes to the Form later after you have configured the Form and apply it to the production environment.
In a form, you can place up to 150 fields. On the Form Settings screen, you can place fields on the Form and adjust the layout of the fields using drag and drop operation.

Image of Form Settings screen

Opening Form Settings Screen

In order to open the Form settings screen, follow one of the following steps in a View, the record details screen, or the App Management screen.

  • When opening from a View Image of view

    • Click the app setting button Setting button on the upper right of the screen.
    • Click the down arrow button that is placed to the right of the app setting button Setting button on the upper right of the screen, and select Form.
  • When opening from the record details screen Image of a view

    • Click the app setting button Setting button on the upper right of the screen.
    • Click the down arrow button that is placed to the right of the app setting button Setting button on the upper right of the screen, and select Open Settings of This Form or Form.
  • When opening from the App Management screen Image of app management screen In the "Apps" section on the App Management screen, click the settings button Setting button on the right side of the app name

Selecting and Placing the Fields You Need on the Form

After opening the Form Settings screen, select the fields to place on the Form from the field list on the left side of the screen, and drag and drop them to the area on the right side. Image of placing fields on the form

Refer to the following table when you select the fields you want to place on the form. For more details on usage examples and the setting options, refer to the page where we describe each field.

Purpose Field to be Used
Display numbers unique to each record. Record number
Display descriptions or cautions when data is being entered on the form. Label
Add a blank space to the form. Space
Display a date or time value.
Add an option item to the form where only one option can be selected.
Add an option item to the form where multiple options can be selected.
Add an item consisted of "Yes" or "No" to the form where either one is to be chosen. Check box
Enable data to be retrieved from other apps. Lookup
Show the record list of an app on the form. Related Records
Group fields. Groups
Use fields to create a table. Table

Configuring Each Field on the Form

For each field placed on the Form, you can configure settings such as the field name or whether the field entry is required.
To configure settings for each field, place the cursor over the upper right of the field you placed, and click Settings when a setting button Setting button appears. Image showing a setting button for a field

Changing Position and Width of a Field

You can change the position or the height/width of a field by drag and drop operation.

To move the field, place the cursor over it and then drag it to the place you want to move. Use the blue area that indicates the target position as a guide, and drop the field at your desired position.
You can also move multiple fields on the same row together. To do so, place the cursor over the left end of the row, and then drag and drop the row at your desired position. Image of adjusting the position of the field

To adjust the width or height of a field, you must place the cursor on the right corner or the bottom line of it. When the pointer changes to a double arrow, drag and drop it at your desired position.
If you want to align it with the other fields, you first need to drag the right corner or the bottom line to your desired position. Then, when you see the blue border and the auxiliary line (dotted blue line) to highlight the field, release your mouse button. Image of adjusting the width of the field

Saving a Form

When you complete the Form Settings, click Save Form.

The Form Settings will not be applied to the production environment just by clicking Save Form. To apply the Form Settings to the production environment, click Update App.