Single Databases are a basic yet flexible option when it comes to deciding on the base structure of your database. You can easily separate groups of fields into pages, minimising the chance for long forms, whilst providing simple navigation and ease of use for your users. If your record doesn't need to go through a Staged creation process, a Single Database is probably your best option.
Creating a Single Database
When creating a Database, select Single as the Submission Type (highlighted below). After clicking Save & Create Form at the bottom of the page, you'll now be able to add Pages and Fields utilising the Custom Form Template.
Adding Pages to your Single Database
Once you begin creating the form, you have the option of adding additional Pages, customising each Pages' title as required. Each Page can have its own Page Title, fields and sections.
If you wish to update the order of your Pages, head to the top right of your Form Template page and look for the page icons with a number next to them (as indicated below)
To re-order, simply select and drag a page icon to the desired location, dropping it at that spot (as demonstrated below). This will automatically update the order of your pages and you'll see a success message appear at the bottom of your screen.
Note that if one of the pages you moved has the title field in it, the form will have automatically updated the title field to the first supported field on the new first page. If you wish to change this to another field on the first page, you can do so in the Form Settings tab.
Adding Sections to your Single Database
In the Form Elements panel on the left side of your Form Template, click the Section element. Enter a Section Title (if desired) and click Save & Close to create your section. Once you have a section in your form, you can begin adding other elements to it, like a text or email field.
A Section can also be Duplicable (meaning you can add multiple sections containing the same content); set to exclude specific Groups from being able to edit or have conditions that prompt it to appear based on responses from fields in another section.
Viewing Pages when Adding, Editing or Viewing a Record
When a user is Adding, Editing or Viewing a record, they will be able to see and browse through all the stages via tabs on the left side of their screen (pictured below).
If they accidentally skip a mandatory field, they will receive an error prompt on the tab itself to make them aware of the location of their missing field. The NExt button will take the user to the Next page of their Form, in the example above that would be the Task Details page.
To Save a record, all you need to do is click Save & Exit, ensuring all fields, especially mandatory fields, have been filled out correctly.
Please note that some of the terms used above, for example Database and Record may appear differently in your platform as these are customisable.
To read more about Getting Started with your Databases, click here.
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