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Key Concept: Screens

Types of Screens

Screens allow you to assemble your app in an extremely flexible and simple way. Almost every screen your app users see can be designed and configured by you. This allows for full control over the user experience.

There are several Screen types to choose from. Each type provides a template for a specific user experience. The screen types currently available are:

1 Data Entry Form

This allows you to build data capture screens using a drag-and-drop designer to create the pages for your Form. On each page, you can add various data capture field types. Examples of field types are text, number, GPS, photo, signature, checklist, and more.

2 List of Data 

Provides a list display of rows from a specified Data Source. This is useful when you want to provide your users with quick lists. Lists can be 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. See this article for more information.

3 Details 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, you can display a static set of information such as a menu.

4 Board of Icons screen

This screen type allows you to create your own custom icon layouts. Ideally used for drill-down screens that provide the icons for a specific module or function of your app, it can also be configured as a replacement start screen of your app. See this article for more information

5 Map a Data Source 

This screen type provides you with the ability to display data as map pins on a full-screen map.

Screens List 

When you go to Design Tools -> Forms/Screens on the side navigation menu, you will enter the Screens list page.

By default you will see all Screens that are currently active, whether Published or Test mode; Archived Screens are not displayed unless you tick the Show Archived box on top right.

Filter by screen TYPES using the drop-down provided, or key a screen name into the Search 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 Data Entry Form.
  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, a List of Data screens must be bound to a Data Source to display rows.

Then hit "CREATE+" button, taking you to the screen's designer to begin building your form.

Form Templates 

If you are new to the platform you may prefer to start with an example form and adjust it to your preference. View Form Templates in our Examples Catalog (on the left side menu navigate to > Design Tools > Form Templates) for some How-To's forms, and industry-specific applications that can be installed.

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