Configuring Forms
How To Configure a Form
To configure a form, drag and drop such fields as text columns and drop-down lists onto the form and lay them out. Up to 500 fields can be placed in a form.
Creating an App from Scratch page also describes details on how to set forms.
How To Open the Form Setting Screen
In order to open the form setting screen, follow one of the following steps in the record view, the record details screen, or the app management screen.
- When opening from the record view
- Click the app 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
on the upper right of the screen, and select Form.
- Click the app setting button
- When opening from the record details screen
- Click the app 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
on the upper right of the screen, and select Open Settings of This Form or Form.
- Click the app setting button
- When opening from the app management screen
- In the "app list", click the setting button
to the right of the app name.
- In the "app list", click the setting button
Setting the Fields on the Form
For each field in the form settings screen, you can set the field name and whether that field entry is required.
To configure a field, hover the mouse cursor over the setting button
on the upper right side of the field, and click Settings.
Selecting Fields in Accordance with Your Purpose
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 |