You have now seen and used the different types of layouts and screens to design user-friendly forms and screens. Studio offers some advanced options to further enable you to quickly build forms and screens linked to your sheets with multiple operations using wizards. Studio provides the following types of Advance Options:
1. Use Template
Now let us have a look at each of these and how to use them.
You have designed Apps earlier with Forms linked to the different sheets. There are input controls that you would add based on the kind of columns that you have in the sheet and then bind the controls to the columns to submit data.
Now Studio offers the Form feature that allows you to quickly create forms with controls bound to the columns that you need to Submit your data.
Under Screens > +Add > Advance options > Form, you have a wizard that involves simply selecting the sheet and selecting the columns for the operations, and you are done.
To create a form, in the Add new Form screen window, Select Sheet from the list of sheets and Select Columns for Operation(s). You can either Select All or simply select those you need for the currently planned operation. Click Create and a form is ready shortly.
Now you can change the properties of the respective form as well as the controls to further customize it based on your use case. However, you are saved some time from the task of selecting controls and adding them. The Wizard uses the different input controls based on the Data type of your columns.
Not just the form but the linked workflow is also ready and created with the Update Sheet Task.
This Advance option to add a form completes your entire process and makes it simple for you to build the application in a short span of time. You simply need to add the Rules and validations and other customizations if any and you are done.
Now that you have seen how to build forms for update tasks, Studio provides an equally easy method to create forms for presenting data. Typically you would use a control like the table grid and add the column from the sheet to present this information.
The Presentation feature allows you to quickly design a form to present data from a sheet in a tabular format. With this feature you can design a form where you simply select the sheet and then select the columns to present and you are done.
After you select Advance options > Presentation, in the Add New presentation screen you can select the Sheet on which the form is based. Select the sheet and under Select Columns for Operation(s) select the columns you want to add to the table grid and click Create.
A form is generated with the table grid control. You can view the columns listed under Bind Data > Sheets. You can make changes as required to the properties as well as the bound data as we normally would do when designing our own forms.
Now you can change the properties of the respective form as well as the controls to further customize it based on your use case. However, you are saved some time from the task of selecting columns and adding them.
In case you want to add actions to any new action you can add them using the Actions tab and define the steps on the click of the actions.
You have designed Apps earlier with Forms linked to the different sheets. There are input controls that you would add based on the kind of columns that you have in the sheet and then bind the controls to the columns to insert, update or fetch data.
Now with the Screen > + Add > Advance options > CRUD, Studio provides you an easy method to design forms to view as well as to carry out different operations insert, update and delete rows from the sheet. With CRUD feature you are provided an easy method that adds multiple forms linked to each other with functionalities to view, insert and update records.
To create a form, in the Screen Wizard window, Select Sheet from the list of sheets and Select Operations. Now if you see, the operations available are to view, insert, update and delete records from your selected sheet. When you specify the operations you need, the wizard will create a screen accordingly for each operation.
Next you need to select the Columns for Operation(s). Depending upon the selected operations earlier, these forms are enabled. So for the View operation there will be a screen created having a table grid control which displays the data for the columns selected under the Grid view column. When you click on any of the rows from the table grid, it opens a Detailed view screen. So the columns for which the data is shown are the columns selected under Detailed view column.
For Insert operation there will be a screen with the columns selected under the Insert column.
For Update and Delete operations there will be a screen with the columns selected under the Update column.
Click Create. You can see that there are 4 forms created.
Now the forms are created for all the actions / operations that you have selected. The first screen is for View operations. It contains the table grid control linked to your selected sheet and displaying all the columns you have checked above under the Grid-view column.
Note that there is a + (Add) button as a right icon for the View screen. So if you click + (Add), it opens the Insert screen. Here you can find only those columns that you had selected earlier under Select Columns for Operations using the checkbox under the Insert column.
Here you can enter all the details for the respective sheet and click Insert Record. The record is added to your sheet. Once done you would be taken back to the Grid view.
Now if you click on any of the rows it opens the Detail-view screen. The detail view screen has the update and delete buttons.
The selected row can now be either deleted or updated. If you click the Update button, it opens the Update screen.
Make the necessary changes and click Update. The record is updated in the Sheet and you are taken back to the Table grid view. The Table Grid View contains only those columns that were checked under the Grid view column in the Wizard earlier.
Now if you click the Delete button in the detail view, you will receive a confirmation to delete the record. Click Yes and the record would be deleted from the Sheet.
You would receive the confirmation on deletion and would then be taken back to the detail view screen.
Thus if you note here the CRUD feature has enabled you to achieve the different operations view, add, update, and delete related to the sheet. All these with the simple selection of the operations. The workflows were also added for the respective operations. Thus it completed designing part of your applications very quickly so that you can have your application up and running in a very short span of time. You are free to make any customization as you want as per your branding and other specific requirements but need not spend time on adding controls and workflows for the basic tasks.
You have seen how to use the different Wizards to create different forms using the sheet data or present data in a certain manner. Studio also provides various easy to use ready templates to create different types of common screens, pop-up screens, and even menus which allows you to design common forms quickly.
Under Advance options, you can see the Use Template option.
Now if you click Use Template, you will get the different types of ready template designs for Screens, Pop Ups, Menu and Trays.
For example, if you want to add a Welcome screen, you can search or scroll to search from the existing template. In this example, we have a Welcome screen template in the Channel.
- Select the template and click Use.
The screen gets added to your App. You can then customize further as per your application and branding. Similarly, you can add other screens like Product card, Userlist, Success Popup, Dashboard, and so on.
These screens that you add simplify your design activity while at the same time allowing you to make any customization using properties, actions and data options. You can add workflows and action flows and quickly get your apps ready.
Thus all these Advance option features make app development simple and fast to allow you to respond to your requirements quickly.