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Form

Create Form​

To create a form, click in the top right-hand corner on the button that says Build.

This is the developer's area, where you can develop the entire data structure, run database queries, analyse the data model diagram and much more.

The construction of the forms can be found in the menu that says Management and then in the option Forms.

Type `Task' in the Display Name of the form, note that the Name field has been automatically filled in with lower case letters, the Name field is the name that will be given to the database table, which will be created together with the creation of the form, and the Display Name is what will appear to the end user in the View area.

Each form always has an associated database table where the information is stored.

With the Form Names filled in, click on Save.

Now on the left-hand side you have a new menu option with the name of the form created: Task.

After clicking on Task in the menu, you enter the field management of the Task form.

Create Field​

Fill in Name in the Display Name to create the new field that will store the name of the tasks.

This will be the field to store the name of the departments.

And note again that the Name field has been automatically filled in with lower case letters, this will be the name of the column created in the database to store the data for this field.

Activate the Primary Key option, which will prevent departments from having a repeated name.

Also activate the Not Null option, which will make filling in this field compulsory when creating or editing departments.

Under type, choose text which will indicate that our field is of type text.

Finally, click on the Save option to save the whole process.

View​

After successfully completing the previous steps, let's visualise the final result.

To do this, click on the Visualise button in the top right-hand corner.

Notice that you now have a new option in the side menu: Task.

By clicking on the Task menu you will be able to create, edit, search for and delete tasks. In other words, you'll be able to manipulate the data.

This is the result of the end user being able to manipulate the system's data.

Upload Data​

Now you can insert the records of the Tasks.

Click on the [ + New content ] button in the top right-hand corner, fill in the Name field and click on the [ Save ] button.

You can insert example tasks, such as:

  • Support
  • Commercial
  • Meeting
  • Invoicing
  • Billing