Forms Designer

Screens are the building blocks which go together to build an app for your mobile users.

The most obvious type of screen is the form screen.  This is where your users will enter the data they collect.  But there are other screen types too, such as documents and lists.

Almost every screen your app users see in the app can be designed and configured, allowing full control over the user experience.

There are a number of Screen types to choose from, each type providing the template for a specific user experience.  See the dedicated documentation on each screen type for full details of these.

The types available currently are:

Form screen.

This allows you to build data capture screens by using a drag and drop designer to create the pages for your Form. On each page you can choose from a variety of field types such as text, number, GPS, photo, signature, checklist etc.

Listing screen.

Provides a list display of rows from a specified Data Source.  Useful for case where you want to provide your users with quick lists of products, contacts, tickets and pretty much anything else you can think of.Data Sources can be connected to external systems, so you can feature rows from other systems in your app.

Detail screen.

One of the most flexible options, this Screen type allows you to display the specifics of a selected row from a Listing screen or alternatively display a static set of information such as a menu.

Icon Board screen.

This screen type allows you to create your own custom icon layouts for use as a replacement start screen of your app, or as drill down screens that provide the icons for a specific module or function of your app.

Screens List

When you go to App Builder -> Screens, you will enter the Screens list page.

This shows all Screens that are currently active.

Filter by screen type using the drop down provided or by name when using the Search box.

By default any Archived Screens will not show, but you can display these by checking the Show Archived box.

To create a new Screen, use the “add new” option available in the options bar.

Creating a new Screen

Creating a Screen is easy:

  1. Choose your Screen type.
    If this is your first time using the system, we suggest you start with a Form screen.
  2. Enter a name for the Screen.
    This is the default name that will be shown to app users.
  3. Choose an icon to display to app users.
    This helps with quickly identifying your Screen to your users in the field.
  4. Bind to a Data Source (can be optional)
    Binding to a Data Source will automatically generate fields for you based on the columns found, giving you a quick way to get started with a new Screen.  Some Screens require that you bind to a Data Source – for example Listing screens must be bound to a Data Source in order to display rows.
Data Source. Introduction to Forms. Creating/Editing A Form. Does it work on all our existing phones and tablets?. Create a “Details” Screen. Import CSV/Excel Questions. Create a “List of Data” Screen. Login to the Mobile App. What is a Screen?. How to Login to the Platform. Your Finger is a Pencil.