Configuring Forms

When interacting with an individual record, the information displayed is called a Form. In ShotFlow, there are three distinct Forms that can be configured for each table:

• Create: The Form presented when adding a new record

• Clone: The Form presented when cloning an existing record

• Edit: The Form presented when editing a record

PLEASE NOTE:

• If the field is required, not unique and a default is set, then it’s not required to be an any forms.

• If the field is required and the default is not set, then it IS required in the clone and create form; however it will not be required in the edit form.

To manage these Forms:

1. Select the app you want to configure from the Applications panel. 

2. In the left pane under the Tables header, locate the Table you which to configure the Form(s) for and choose the Edit (pencil) icon. 

3. You will see a list of existing Forms for this table (if any). Note that a limit of three Forms can be created for each table: Create, Clone and Edit. If all of these are already created, then the [+Create] button will not be present in the upper right corner of the screen. In that case, you can only edit the existing Forms that are already present.

4. If the type of Form you want is not already listed, select [+Create] to define a new Form, and select the Type of Form from the choices available.

5. You will now see a panel with the Form name at the top left, and columns for [Available Items] and [Form Items]. To add or remove fields in the Form, select a field in one of the two lists and click and drag to the other column. Only the columns in the right hand [Form Items] list are included in the Form.

6. If the type of Form you want is already listed, select the [Items] column for the type of Form you want to edit, and go to step 5.

7. When all changes have been made, select [Back] to return to the list of Forms.