Create a New Record module
Create custom New Record form for the All menu using the Next Experience All Menu Editing.
Before you begin
Role required: admin
About this task
Use the New Record module to create custom forms for adding table entries. Customize which fields appear by adding or removing them as needed.
Procedure
Navigate to All.
Select the Edit application icon.
Arrow pointing the edit application icon in the all menu.
- Select + in the menu header.
Arrow pointing the add module icon in the header.
Add a new record module by hovering over the module and selecting Add.
Select the new record module in the Modules pane.
In the form, fill in the fields.
Field User input Name Enter a name for the new record form. Roles Select which roles can access the application menu. If no roles are set, all users can see the menu when it's active. Override app menu roles Module roles override application roles when selected, displaying the module even if application menu roles wouldn't normally enable it. Table Select the table that you want to display in the new record module. View Select the type of view that you want the new record to display. Hint Enter a tooltip that describes the module when hovered over. Select Done.
Customize the form layout that displays in the form editor by performing the following actions.
| Option | Action |
|---|---|
| Add form sections |
|
| Configure section layout (columns) | Change the layout of your section. Sections can consist of one column or be split into two columns. 1. Select a section in the form editor. 2. Change the column layout via the section header menu. Select One-column or Two-column. |
| Merge section with the section above | Merge two sections. Merging a section refers to combining two sections together with a single section title. A merge is useful when you want to have a single section with two different column layouts.1. In the form editor, select a section. 2. From the section panel, select Merge with section above. |
| Detach section | Detach a section. You can split two previously merged sections apart into separate elements again. 1. In the form editor, select a previously merged section. 2. In the section header, select the Additional actions (\|) menu, and then select Detach from section above. |
| Remove section from form |
|
To rearrange the sections within the form, in the section header, select the section and then drag it to the desired location on the form or use the up and down arrow icons.
Customize the fields that display on the selected form view by performing one of the following actions.
Note: Certain field types are only supported in Core UI.
| Option | Action |
|---|---|
| Add an existing field to a form | 1. To select a field, select a field in the list. 2. In the form editor, drag the selected field to the desired location and then move it around as necessary. |
| Add a new field to a form |
|
| Remove field from form | 1. In the form editor, select a field. 2. To remove the selected field from the form view, select the trash icon to the right of the field. |
- Select Open module in the top bar to preview the new record form.
Arrow pointing the open module icon in the header.
Parent Topic:Next Experience All Menu Editing