Data Entry Forms are used to manually add records to a table as well as to manually edit existing records on a table. Data Entry Forms can be easily created in the application, as web forms, mobile forms or PDF forms.

Note: Data entry forms will be associated with Reports when the forms are being created. With this, you will be able to see the form in order to add or edit records when viewing a report.


Since forms are linked to reports when forms are being created, reports will have to be created prior to creating data entry forms. 


To Add a Mobile Form:

Make sure a report has been creating prior to adding a form. See Add Reports Section on how to create reports.

1. On the sidebar menu, click on the drop-down arrow next to the desired table, and click Manage Forms. This will display the Table’s Forms Page.


2. On the Table’s Forms Page, click Add Form at the upper-right corner.

3. On the pop-up window, select Mobile form.

4. Enter a Form Name, and a Description if needed.

5. In the Mobile Settings section, you will be able to associate the mobile form with specific roles. Associating forms with roles will allow to manage what users can see based on their role. For example, you can have different forms for each role.

6. Under the Fields section:

1. Drag and Drop to add fields to a row of the form. You can add multiple fields to the same row. These will be the fields for which you wish to be able to add/edit data manually.

2. Insert/remove rows with the plus/minus buttons, if you wish to have multiple rows displayed on the form.

3. Select Add Tab to add multiple tabs to your form. The tabs can be useful to divide the form in sections if it contains too many fields. If you add multiple tabs, update the tab's title and select the desired Hide checkboxes if you wish to hide the Tab's title from the form.

6. If you are adding a Relationship Field to the form (i.e., the field from a related parent table), then you will be able to select the Parent Table's Field to display on the form (as opposed to the Parent Table Key Field).

Click on the drop-down of the Relationship Field to select the Parent Field to display on the form.

7. Once the Fields are added, you can click on each field to display additional report settings for that field. With the additional settings, you can specify the following:

Required Checkbox
If the Required checkbox is selected, data input will be required for the field.
Hidden Checkbox
If the Hidden checkbox is selected, the field will be hidden from the report.
Read-only Checkbox
If the Read-only checkbox is selected, the field will be read-only and will not be editable by any user.
Required Filter
The Required Filter can be used to specify conditions for when to make a field required. 
Hidden Filter
The Hidden Filter can be used to specify conditions for when to hide a field. 

8. Click Save Form when done.