To add a new template, go to the tab of the form that you want to set up and click <Default>.
Then, click Create template.
The page for adding a template will open. It has two tabs: Template and Settings.
On the Template tab, you can edit the form title, change buttons or create new ones, add widgets and properties.
Adding a property to the form
In the right panel, go to the Properties tab. It contains app properties that you can drag onto the form.
You can drag and drop properties both on the main area of the form and on the side panel.
To add a button to a form, click +Button.
A window with button settings will open.
Fill in the following fields:
- Display* – you can choose how the button will be displayed on the form: as a button, an icon or a link.
- Name/Tooltip* – the name of the button that will be displayed on the form.
- Icon – the button's icon.
- Action – the action that takes place when a user clicks the button.
Click Save to apply changes.
If you want to edit a button that is already on the form, double-click on it and then make the necessary changes in the provided settings window.
To delete a button from the form, click the recycle bin icon in the top right corner of the settings window.
Adding a widget to a form
A widget is an interface element for such actions as uploading a file, showing instructions, displaying messages, user lists and so on.
To add a new widget, click the Widget link in the main area of the form or on the side panel. You can select one of the available widgets or create your own HTML widget.
Please note that the widgets available for the main area may differ from the ones available for the side panel. You can read more about widgets and their settings in this article.
Here you can set up how the form will be displayed on mobile devices.
Reusing form template
The template that you have configured for the Сreate form can also be used for the Edit form.
Simply click on the "Default" link and select the form in the drop-down list.
Such elements as widgets, buttons, and headers added to the Create form will now also be displayed on the Edit form.
However, keep in mind that if the list of fields featured on the Edit tab is different from the list of fields on the Create tab, then the fields on forms will also be different even though you are using the same template.
If you want the fields to be the same, go to the template settings and delete the "Standard item form" widget, since it is the one that displays the fields from the Create and Edit tabs.
Instead, drag the necessary fields from the Properties tab of the right pane.
With such settings, both the Create and Edit forms will feature the same set of fields.