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This is the form described in this article. | This is the form described in this article. | ||
== Managing forms == | == Managing forms == | ||
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# 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. | ||
=== Flexible forms versus tabs === | |||
Forms in the mobile app can be displayed in two ways: | |||
; Tabbed view or classic view | |||
: This is the older, original way of displaying forms. Users can see one tab at a time, and they can switch to a different tab by tapping a button in the menu. It is more suitable for smaller screens. | |||
; Flexible form or new UI | |||
: This is a newer way to displaying forms. All tabs are displayed simultaneously. Tabs can be placed in multiple columns. Tabs can collapsed to show only their header. On smaller screens, users might need to scroll down to see all content. | |||
See [[Flexible form]] for more information about enabling and using flexible forms. | |||
=== Form layout === | |||
If you're using flexible forms, you can click the '''Form Layout''' button to configure how the form tabs should be organized on the screen. The layout options are described [[Flexible_form#Configuring_layout|here]]. | |||
=== Caching forms === | === Caching forms === | ||
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{{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.}} | ||
== Edit styles == | == Edit styles == | ||
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See '''[[Style editor#Forms|Style editor]]''' for more information. | See '''[[Style editor#Forms|Style editor]]''' for more information. | ||
== | == Add form tabs == | ||
{{WIP}} | {{WIP}} | ||
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== Form rules == | == Form rules == | ||
You can use rules, no-code [[business logic]] to finetune the behavior of your forms. Find the full list of available rules and triggers on the [[Rules_editor#Actions_that_trigger_rule_execution|rules overview page]]. Some of the most important rules are listed below: | |||
* [[Select Form]]: you can define multiple forms and use Select Form rule to determine which form should be used for a particular record. For example, the form for creating a new record can be quite brief. Once you save your record, the full form is displayed. | |||
* [[On Change]]: executed when any field on the form is modified. | |||
* [[On Save]]: executed when the form is saved. | |||
See [[Rules editor]] and the [[Glossary#Form rules|glossary entry for form rules]] for more information. Or you can review examples of [[Form_commands#Form_rule_examples|form rules related to commands]]. | |||
{{Anchor|CustomIconName}} | {{Anchor|CustomIconName}} | ||
== Form tab icons == | == Form tab icons == | ||
Each tab on your form can have an icon. This icon is displayed in Woodford and also in the app. To display an icon, select a form tab and on the '''Properties''' pane, set '''Header''' to Icon & Title. | Each tab on your form can have an icon. This icon is displayed in Woodford and also in the app. To display an icon, select a form tab and on the '''Properties''' pane, set '''Header''' to Icon & Title. | ||