Creating a Quick Set Up Form

This post will be showing you how to create a quick set up form, this is useful in cases where you might have a large app with a lot of fields that don't need to be filled in on record creation, it means that the user doesn't get overloaded with having to fill in all the fields in the app. It also means you can get records in quicker. Along with that, it's good for controlling visibility on fields that aren't needed and you don't want them to see and good for one time entry fields, for example fields that are triggering a copy and link can be set in the quick set up form and then read only on the main form layout so that there is no chance of user error on changing the field and adding more records.

Below is the example of the quick set up form I made, this has the main detail fields that are needed for the first stage of adding the project, easy to fill in all on one page

Then once the record is saved you are taken to the next screen with all the project fields and templates that need to be filled in. The old form is hidden and the new one is shown through workflow and form configuration.

Here is the form configuration for the main status report that needs to be shown after record create, as you can see I have highlighted where I have ticked the box that hides the form when a user has selected to create a new record. once it is created the form is then unhidden

Here is the workflow I used for hiding the quick set up form, this is triggered on record create so once the record is saved it becomes hidden, there is no need to have the workflow to show the hidden form as its show after record create as stated before

Official comment

Permanently deleted user

16 October 2019 17:53

Hello, in the Workflow Actions section, instead of "Hiding Forms" that you don't wish to see, can you instead just "Show Form" for the specific one you do wish too see? If I have a lot of form and I actually just want to Show one form...could I just say Show Form 1? Would the other forms automatically be Hidden?

Max Bateson

11 December 2019 14:54

Unfortunately not, all forms are visible by default once the record is created, this means that the forms you don't want to be seen need to be hidden after the record is created or a certain action is taken. A possible option could be to have a 'show form and hide all others' in the future that could allow this

Creating a Quick Set Up Form

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