Your forms can be used inside a business app. You can easily add an input form block inside your business app by dragging and dropping the following:
You will see the following inside your diagram:
You can set your block's name and its icon by configuring the following:
You need to select your form by using one of the following options:
You will be prompted with a dialogue where you can choose your form, e.g.:
Once you select your form, you can continue with the configuration. Your data input form can perform one of the following:
If you want to use your input form to add new data (e.g. the end-user needs to enter a new customer order while executing your business app), select the following option:
For this option, you can pre-set your data. That means if you have any previous steps in your business app which contain data, and you would like to take this data and insert it inside the form, you can click the following option and configure that:
You can select any field inside your form and set the data by clicking on the 'configure' button next to the field, e.g.:
You will see an editor where you can either hard code your value, or set it from a previous step. You can only set it from a step that contains suitable data. Your editor will contain such steps, e.g.:
Just drag-and-drop a previous step into the editor, e.g.:
You'll be asked to select the data field that you wish to get the data from, e.g.:
Once you've selected your data source, it will appear in the editor:
If you tick the 'Disable this field' option, this field will be disabled during the business app execution and the end-user will not be able to fill it in. Once you're done with editing, click the 'Apply & Close' option.
If selected, the system will prompt the end user to upload a Microsoft Excel file.
The system will automatically read the Microsoft Excel file and insert each row into the database table.
The rows in your Microsoft Excel file should match the structure of your database table, but you should skip the primary key field and not include it. The system will automatically insert a NULL in the primary key field, allowing the database to generate the appropriate auto-incremented value.
The system will not validate the Microsoft Excel file; for example, if a table field requires a number and the Excel file contains a non-numeric character, the system will not detect this issue.
The end user is responsible for ensuring the accuracy of the data being uploaded from the Microsoft Excel file.
You can create a custom message, format it, and include dynamic data as needed (for example, to address the end user by name).
If you need to transform your Excel data before insertion, use the options below.
You can also delete records added in this step after the app is completed.
If you would like the end-user to edit existing form data while executing a business app, select the following option:
This option can be used in case your end-user needs to modify a customer order, for instance, while executing a business app. You need to specify which record would you like to edit, which is configured in the following section:
You can set your record manually by clicking that option:
You'll be asked to select your record, e.g.:
You can also select the record from a previous step. Your previous step needs to contain the same data source as this step, and if so, it will appear in the configuration section and you'll be able to select it:
Once you have selected your record manually or from a previous step, you can set the record values. For this option, you can pre-set your data. That means if you have any previous steps in your business app which contain data, and you would like to take this data and insert it inside the form, you can click the following option and configure that:
You can select any field inside your form and set the data by clicking on the 'configure' button next to the field, e.g.:
You will see an editor where you can either hard code your value, or set it from a previous step. You can only set it from a step that contains suitable data. Your editor will contain such steps, e.g.:
Just drag-and-drop a previous step into the editor, e.g.:
You'll be asked to select the data field that you wish to get the data from, e.g.:
Once you've selected your data source, it will appear in the editor:
If you tick the 'Disable this field' option, this field will be disabled during the business app execution and the end-user will not be able to fill it in. Once you're done with editing, click the 'Apply & Close' option.
If you simply need to display some data during the execution of a business app, select the following option:
This option is useful in case you need to present your end-user with some data that helps them to review something before making a decision. For instance, a business app that allows offering a discount to an existing customer, where the end-user needs to verify that the customer that was selected for a discount is correct, before sending it via the email. You need to specify which record would you like to display, which is configured in the following section:
You can set your record manually by clicking that option:
You'll be asked to select your record, e.g.:
You can also select the record from a previous step. Your previous step needs to contain the same data source as this step, and if so, it will appear in the configuration section and you'll be able to select it:
Inside the no-code app editor, almost any resource can be sent to a Kanban board, or Saved Resources board.
The platform will atomatically send a resource to the Kanban board or Saved Resources board when this option is enabled.
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