Hello!
Based on AppSheet's design, it's not possible to directly embed a "Form" view into a "Dashboard" view. Dashboard views are primarily designed to display multiple existing views (like tables, decks, galleries, or detail views) simultaneously, rather than for direct data entry forms.
However, there are common ways to achieve the functionality of adding or editing records from a dashboard:
- Use an Action to Open a Form View:
You can create an action (e.g., a "New Record" button) on your dashboard that, when clicked, navigates the user to a dedicated form view for data entry.
* How to: Create an action with the behavior LINKTOFORM("YourFormViewName") for adding new records, or LINKTOWROW([KeyColumn], "YourFormViewName" for editing a specific record. You can then place this action on your dashboard (e.g., as a prominent action or an overlay action).
- Enable the "Add" Button on a Table View within the Dashboard:
If your dashboard includes a "Table" or "Deck" view of a specific table, you can enable the "Add" (plus sign) button for that particular view. This allows users to add new records directly from that embedded table view.
* How to: Go to the settings of the specific Table/Deck view that is part of your dashboard. Under "Behavior" or "Display", look for an option to "Show 'Add' button" or similar, and ensure it's enabled.
- Create a "Form-like" Detail View with Quick Edit:
For editing existing records, you can design a "Detail" view with "Quick Edit" columns. While not a true "Form" view, it can allow users to quickly modify fields directly from the detail view embedded in the dashboard.
* How to: Configure a Detail view for your table, and for the columns you want to be editable, set them as "Quick Edit" in their column settings.
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