Creating a New Database Form Template

Modified on Fri, 10 Oct at 12:42 PM

For each Database, a Custom Form also needs to be created. Whatever is entered onto this form will populate the record that the user fills out when adding their entry to the database. 

Within the in pages/stages, sections and fields, with each field having different functions. The list of Fields options is as follows:

  • Text
  • Number
  • Email
  • Currency
  • Website
  • Select (includes single and multi-select options, radio buttons & checkboxes)
  • Date
  • Grid (includes rankings, radio buttons & checkboxes)
  • Upload
  • Calculation (enables automatic calculation of other fields)
  • Phone
  • Note
  • Lookup (enabling relationships between Databases)
  • Sequence field


When in a database select "Manage Custom Form" to add your field options.

2017-04-20_12_06_46-IntelligenceBank_Helpdesk___Database.png

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