Details/Update Form

4 minutes to read

With the Details/Update Form DataPart you can display, edit, and delete a single record from a data source table or view.

Steps to create Details/Update Forms

Select fields.

1. In the upper panel, select the Add elements button.
2. Select Forms > Details/Update Form.
3. In the Data source panel, select a table or view that will be the primary data source for your DataPart.
4. From the Available fields panel, select the fields you want to use in your form. To do that, click the field or drag and drop it into the Selected fields section. You can bulk-add all the fields by clicking the Select all button.
5. Select Next.
  Note: For the Next button to be available, at least one field must be selected.
Optional: Configure sections in which you want to display groups of fields:
1. In the Elements panel, click Add > Section and select the new section.
2. On the General tab, enter the section heading and description to display on the form.
3. On the Layout tab, select the number of columns in which you want to display the fields. The columns are of equal width.
4. For each section that you want to display, repeat steps a. through c.
5. Rearrange the order of sections using drag-and-drop.
Configure fields:
1. In the Elements panel, select a field.
2. In the General and Layout tab, fill in additional parameters. The options available depend on the selected form element. Learn more.
3. Rearrange the order of fields in sections and columns using drag-and-drop.
4. Once the configuration is ready, click Save.
Optional: Add an HTML block to your form to personalize it with such elements as headers, hyperlinks, or visuals:
1. In the Elements panel, select Add > HTML block.
2. Configure the block style and content. Learn more about HTML block.

After creating a Details/Update Form, in the right panel, you can modify it further by applying additional settings. Learn more.

Note: You can restrict the visibility of specific records in a form by managing roles. Learn more.

Configuring additional options for Details/Update Forms

After creating an Details/Update Form, in the right panel, you can configure additional options. The following configurations are available:

DataPart configuration

Data filters

DataPart options

DataPart configuration

Select DataPart configuration to edit the data source and its fields. This option may be helpful when you want to add or remove fields from a data source or change a data source to a different table or view.

Data filters

You can filter records displayed in the details/update forms with a search form. Select Data filters to set up criteria for form searching and filtering. Learn more.

DataPart options

You can select the Delete record option to enable your app users to delete a record.

Note: Only app users with appropriate role permissions can delete the records. Learn more.

Configuring destination pages

Set up a destination page to which your users will be directed after form submission. You can choose to clear a form and display a pop-up message or direct users to a particular AppPage or URL. For instance, in the order management app, you can redirect a user to a list of orders after an order is added or updated.

To configure a destination page in your Details/Update Form:

In the right panel, select Destination Page.
From the  On record update or On record delete dropdown, select a relevant option:
- Show confirmation pop-up – Clears form and displays a pop-up message.
- Go to AppPage – Directs the user to a specific AppPage. For this option, select an AppPage from the AppPage dropdown.
- Go to URL – Directs the user to a specific URL. For this option, enter an address in the URL field.
- Show custom confirmation page – Directs the user to a specific page. For this option, you can customize the content of the page in an HTML editor or as custom code. To pass values dynamically, insert parameters with the parameter picker. Learn more about parameters.

Configuring notifications

You can also configure notifications, which are automatic messages sent to the app users upon data update or deletion.

To configure notification emails in your Details/Update Form: 

In the right panel, select Notifications. 
Click Add. 
Select upon which action you want to notify a user: Update and/or Delete.
Fill in the following fields:

- From – sender email address.

Note:  Sender email address must be verified in the account settings. 

- To – email address of the notification recipient. You can enter more than one email address. In the To field, you can use parameters to dynamically pass values from the data source fields.

- Subject – subject line of your email .

Configure the message body. You can do it in an HTML editor or as custom code. To pass values dynamically, insert parameters using the parameter picker. Learn more about parameters.
Click Save.