Prerequisites
- Create a model with the data you need. See our knowledge base article, Create a new model.
- Open an existing page or create a new one. See our knowledge base article, Add a new page and header.
Procedures
Add a Detail block to your page
- On your page, select ADD CONTENT, and in the Content dialog box, select the Detail block.
- Scroll down, and in the Title box, give your Detail block a meaningful name.
- From the Model list, select the model whose data you want to appear in the Detail block.
- Select SAVE.
Choose your data
- In the Properties list, select X on any properties you don't want to include.
- Allow related models to be updated in the same form - you may have occasions where you need to update related models at the same time as updating your main model. For example, if you have a form to change someone's manager and update the manager, you may need to update new direct reports and/or add multiple attachments to the form. This is where multi-rows come in. To enable you to create a multi-row, your main model must have a child model connected to it.
- Select CONTINUE.
Design your Detail block
- The system designs your form's field order based on the order you entered the properties in the previous step.
- Select the individual fields for additional configuration options. These include:
- Drag and drop - select and drag the gray bar above the form field to your desired spot and release when you are happy.
- Delete - Select the trash icon in the gray bar to delete the form field.
- Edit - Select the pencil icon to open the Edit field dialog box.
You can remove any fields you've hidden from view by clearing the Show hidden fields option at the top of the page.
- Optionally, add an interaction to your block. Scroll down the page to see the Form Interaction section. See our knowledge base article, Add a new form interaction.
- When you are happy with your form, select CONTINUE and proceed to customize the additional configuration. See our knowledge base article, General content settings.