How to Add A Custom Form to the Homescreen or as a Submenu Category
How to add a Custom Form to your Mobile App:
1) Create a custom form by clicking the "Manage Forms" button (located under "Quick Access on the left).
Click HERE for the steps to create Custom Forms. There is an order of operations that is easiest for adding custom forms. First, create the forms and then attach them as needed throughout your mobile app.
Note: Consider the "Manage Forms" location your "File Cabinet". You can create, edit and store custom forms here and no users will see these forms until they are attached to a specific category or button within your app.
Note: Consider the "Manage Forms" location your "File Cabinet". You can create, edit and store custom forms here and no users will see these forms until they are attached to a specific category or button within your app.
How to add a Custom Form to a Homescreen or Submenu Category in the Admin Console:
1) Click Add Item - Righthand button options
2) Title of Category
3) Click into Icon section to search or scroll for the associated icon
4) Choose Type - Custom Form:
Note: Choose a precreated form to associate to a field on the homescreen. Forms can be created within the "Manage Forms" section prior to being available for selection for the homescreen or click "Create New Form" A new tab will open in order for you to create a new form.
5) Choose from the drop down box the appropriate form.
5) Click Submit
Note: The new icon will appear at the bottom of the homescreen. Icons can be sorted by clicking "Enable Sorting".
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