How to add a form to a page

[habib22]

I have a page where users click on it gives them some information. 

 The red arrow is where I want the (+) to add to the form is this possible and if so could someone help me, please? Thank you 

what to do however if I wanted a user to click that page and after reading they wanted to report something how does a user fill in a quick form from that page for us to get an SMS message notification? 

[WillowMobileSys · Accepted solution]

You are showing a Detail view.  You can add what is known as an "Overlay button" to that view and customize it to navigate to whatever view you wish.  See below.

[WillowMobileSys · Accepted solution]

Sorry,  I do sometimes wrongly assume that posters have a certain pre-established knowledge.

What I was showing in my post was the definition of an Action.  You would go to the Actions section and tap 'New Action" to get the view I was showing.

Once you have filled out the Action definition there isn't anything more you need to do.  It will automatically show on the Detail View of any rows in the table you configured the action for.

[habib22 · Accepted solution]

HI @WillowMobileSys - Thank you so much, apologies in advance I have followed your instruction and added the behaviour, however, I still do not get the form I need the user to fill in. And once they fill in that form I need an SMS to be sent to a number. 

 

[habib22 · Accepted solution]

Hi @WillowMobileSys  Thank you for this not sure what I am doing wring.

1. when I click on the menu and I choose the form I want the user to read it first and then hit the + to add in a new record, however this doesn't happen?

2. I have a form but the number field is not available anymore? 

Not sure what I am doing wring? 😞 

[WillowMobileSys · Accepted solution]

You are showing a Detail view.  You can add what is known as an "Overlay button" to that view and customize it to navigate to whatever view you wish.  See below.

[habib22]

Hi Will, Where do I find the overlay button I am on the UX page and added a new view, however, I do not see the options you have shared with me> If you could help me a little more I would really appreciate it. Thank you in advance 

[WillowMobileSys · Accepted solution]

Sorry,  I do sometimes wrongly assume that posters have a certain pre-established knowledge.

What I was showing in my post was the definition of an Action.  You would go to the Actions section and tap 'New Action" to get the view I was showing.

Once you have filled out the Action definition there isn't anything more you need to do.  It will automatically show on the Detail View of any rows in the table you configured the action for.

[habib22 · Accepted solution]

HI @WillowMobileSys - Thank you so much, apologies in advance I have followed your instruction and added the behaviour, however, I still do not get the form I need the user to fill in. And once they fill in that form I need an SMS to be sent to a number. 

 

[WillowMobileSys]

In my example I had specified the action type as "go to another view in this app".  That is the kind of action you WILL need to use.  

In your example you indicate this is a Lost and Found activity.  So the additional things you will need to create are:

• A table for the Lost and Found rows - if you don't already have it.
• A Form view for the Lost and Found table.
• Expression to navigate to the Form view using the LINKTOFORM() function.  This function allows you to pre-populate columns  in the new form.

[habib22 · Accepted solution]

Hi @WillowMobileSys  Thank you for this not sure what I am doing wring.

1. when I click on the menu and I choose the form I want the user to read it first and then hit the + to add in a new record, however this doesn't happen?

2. I have a form but the number field is not available anymore? 

Not sure what I am doing wring? 😞 

[WillowMobileSys · Accepted solution]

You cannot add buttons to a Form.  In your initial post you had indicated you wanted the button to appear on a Detail view which is perfect for an Overlay button.  I thought the idea was you would be looking at a row in the Detail view and then are able to tap a button to add a new row - in this case to the Lost and Found button.

The Number field looks like it has been configured with an App Formula.  With an App Formula the column cannot be changed by a user.

If you wish to set a value but ALSO allow users to change it, then you want to move the expression in App Formula into the Initial Value property.