Configuring Forms

Article Number:040554

A form is a screen used for entering data in an app. Create a form that matches the usage of your app. You can make changes to the form afterward even if it is already configured and applied to your actual environment.
On the form settings screen, you can place fields on the form and adjust the layout of the fields with drag-and-drop operations. Image of Form Settings screen

Opening the Form Settings Screen

You can open the form settings screen from the "View" screen, the "Record Details" screen, or the "App Management" screen.

  • Opening the form settings screen from the "View" screen Image of view

    • Click the app settings button Setting button at the upper right of the screen.
    • Click the down arrow button that is placed to the right of the app settings button Setting button at the upper right of the screen and select Form.
  • Opening the form settings screen from the "Record Details" screen Image of the "Record Details" screen

    • Click the app settings button Setting button at the upper right of the screen.
    • Click the down arrow button that is placed to the right of the app settings button Setting button at the upper right of the screen and select Open Settings of This Form or Form.
  • Opening the form settings screen 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.

Placing Fields of Your Choice on the Form

After opening the form settings screen, select the fields to be placed on the form from the field list on the left side of the screen and drag and drop them to the right side of the screen.
Up to 150 fields can be placed on a form. 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.

Usage 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. Blank 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. Field group
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 with a 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 finish configuring the form settings, click Save Form.

The form settings are not applied to your actual environment just by clicking Save Form. To apply the form settings to your actual environment, click Update App.