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Before You Begin!
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Creating Forms 10 min
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Knowledge Check 1 min
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Form Best Practices 10 min
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Knowledge Check 1 min
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Child Views 10 min
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Knowledge Check 1 min
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Preferred Parent Views 10 min
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Knowledge Check 1 min
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Interacting with Forms 4 min
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Knowledge Check 1 min
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Show / Hide Rules 10 min
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Knowledge Check 1 min
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Key Takeaways 3 min
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Course Feedback 1 min
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Next Steps
Course 9 - Forms
Learn how to create concise, valuable, and interactive forms for adding, editing, and viewing data.
Forms are the most interactive way to explore the data contained within an application. They can be used to add new records into tables or to edit/view existing records. Even though TrackVia will create "standard" forms automatically, administrators have the ability to create much more customized and elegant forms for your users. This course will take a deep dive into creating valuable forms your users will love.
Learning Objectives
- Creating new custom forms
- Editing existing forms
- Adding fields to forms
- Customizing fields on forms
- Customizing field sections
- Best practices for creating forms
- Child views
- Interacting with forms
- Preferred parent views
- Show / Hide rules
Recommended Prerequisites
Related Knowledge Base Articles
How to create a form
Configuring preferred parent views
Including child views on forms
How to make a field required on a form
How to use show/hide rules
How to assign default values