1. Home
  2. Forms
  3. Form Editor
  4. Form Editor: 5 – Settings Tab

Form Editor: 5 – Settings Tab

The Settings tab is where the App Designer can define the Name and Description for the form, along with specify who can create records using this form.

Settings Tab Properties
Property Description
General Settings
Form Name The name of the app. Make it descriptive but not too long.
Form Description A more detailed description of what the app is for. This text will appear in the App Dashboard.
Record ID

A record ID is a unique string that identifies that record among all records created with this form. It can simply be an incrementing number (e.g. 1, 2, 3, 4, etc) or more complex with text before and after the number, and a set number of digits for the number part (e.g. SKU0001EU, SKU0002EU, etc).

Prefix Optional. The text that displays before the number part of the record ID.
Min Length Optional. A fixed minimum number of digits to display. The Record ID will have the number part padded with ‘0’s to make up the minimum length.
Suffix Optional. The text that displays after the number part of the record ID.
What fields are unique

The unique fields feature allows you to define one or more fields whose values must together make a unique key to identify this record. E.G. if you had only the FirstName field in What fields are unique you would not be able to have two records with a FirstName of “John”, or anything else. If you the FirstName and LastName fields in What fields are unique you would be able to have two records with a FirstName of “John”, but not two “John” “Smith”s.

Clicking on Add Unique Field will display a field selection drop-down where you can select a field to be part of the unique field combination. You can add as many fields as you desire. To remove a field selection, and reduce the number of fields making a record unique, click on the X to the right of the desired field selection.
Form Width
Form Width Sets the display width of the form. Sometimes when a form is displayed full screen width the fields look too spread out, this setting lets you restrict the maximum display width of the form so that it might look better. Choose Medium, Wide or Full.
Who can Create New Records
Who can Create New Records Select the role or roles that are allowed to create new records with this form.

Next Steps

Below are links to articles that cover the other tabs of the Form Designer:
Design – Form Editor Overview
Workflow
Security
Updated on August 6, 2019

Was this article helpful?

Related Articles