App Designer

Use the App Designer to design the forms and apps needed to support your company's business processes. Organize your forms into sections, add various types of fields, establish rules to automate your workflow, link related forms to each other, and more.

Clicking App Designer from the Administration menu loads the App Summary page. If you have existing forms that have already been created, they will be organized by category and displayed in the Summary. To create a form, go to the App Summary .

Page Description
Data Sources

Use data source files to upload data to put values in form fields. You can:

  • Create new data sources
  • See the data source files you've uploaded
Form Components

Use form components to group fields together so they can be added to forms as a unit.

  • Create and edit form components
  • See the form components you've created
App Summary

Use forms to create items

  • Create and edit forms
  • See the forms you've created