10,729
edits
Important: Deprecating old WebView — Publish failed error
Form: Difference between revisions
Jump to navigation
Jump to search
→Creating a form
| Line 125: | Line 125: | ||
To create a new simple form, proceed as follows: | To create a new simple form, proceed as follows: | ||
# Select an entity in the '''Project''' menu and click '''Show UI'''. | # Select an entity in the '''Project''' menu and click '''Show UI'''. | ||
# Click '''New Form''' and name it, then click '''OK'''.<br>(Change the '''Template''' from the default "Standard Form" only if you're setting up the [[bulk update]] command. | # Click '''New Form''' and name it, then click '''OK'''.<br>(Change the '''Template''' from the default "Standard Form" only if you're setting up the [[bulk update]] command. '''Cache Mode''' and '''Background sync behavior''' are explained below.) | ||
# Use the form designer to customize your form: add more fields, add more tabs, add additional objects. | # Use the form designer to customize your form: add more fields, add more tabs, add additional objects. | ||
# Click '''Save & Close''' to save your changes. | # Click '''Save & Close''' to save your changes. | ||
[[File:Creating-a-new-form.png|alt=creating a new form]] | |||
=== Flexible forms versus tabs === | === Flexible forms versus tabs === | ||
| Line 137: | Line 139: | ||
; Cards layout (originally called flexible form or new form UI) | ; Cards layout (originally called flexible form or new form UI) | ||
: This is a newer way | : This is a newer way of displaying forms. All tabs (or cards) are displayed simultaneously. Cards can be placed in multiple columns. Cards can collapsed to show only their header. On smaller screens, users might need to scroll down to see all the content. | ||
See [[Flexible form]] for more information about enabling and using the cards layout. | See [[Flexible form]] for more information about enabling and using the cards layout. | ||
| Line 156: | Line 158: | ||
{{Note|As a general rule, disabling caching is a good solution when you have many visibility rules and your form doesn’t contain many iframes or other types of tabs requiring complex initialization. Another use case is when you don’t expect users to browse through many records in quick succession, e.g., looking for the right order by checking order details by going through the orders list.}} | {{Note|As a general rule, disabling caching is a good solution when you have many visibility rules and your form doesn’t contain many iframes or other types of tabs requiring complex initialization. Another use case is when you don’t expect users to browse through many records in quick succession, e.g., looking for the right order by checking order details by going through the orders list.}} | ||
=== Background sync behavior === | |||
If you use [[background synchronization]], this parameter allows you to configure whether the sync should block user actions. Standard behavior is not to block user actions. In rare circumstances, usually involving complex server logic, you may opt for a stricter policy. See [[Automatic_synchronization#Background_sync_and_data_consistency|Background sync and data consistency]] for details. | |||
== Edit styles == | == Edit styles == | ||