General Settings
Last updated
Last updated
In the general settings, you can adjust or set
Title - This is the form title, which appears as the header title when the form is displayed.
Description - This is the form description, which appears below the header title when the form is displayed.
Display Name - The display name is derived from the description. This is no longer being used and has been kept for backward compatibility.
Color - This is the background colour that appears on the form card.
Public Form - If this option is enabled, users can access the form without the need to register or log in to the platform. This setting is ideal for public forms, such as surveys and feedback collection, where ease of access is a priority. However, enabling this option means that responses may be submitted anonymously, so it should be used with caution when data security or user identification is required.
Global Form -Global forms are automatically available to all users. When this option is enabled, there is no need for explicit assignment or allocation of the form to individual users. This setting is ideal for scenarios where any registered user should have automatic access to the form. For example, it can be used for forms like service requests, where a registered user needs to submit a request without requiring manual assignment. This ensures seamless access and a streamlined experience for users who need the form, regardless of their specific role or access level.
Online Form -If enabled, this form is only accessible when the user is connected to the internet. In this mode, the form's data can be submitted and processed in real-time, but offline access or offline download of records is not done. This setting is suitable for forms where up-to-date data collection and submission are essential, such as those requiring real-time validation or integration with external systems. However, it means users will need an active internet connection to complete and submit the form. By default, this option is turned off, meaning users can download the form and its corresponding records, to which they have access, onto the Appverse Mobile App. Please refer to Allocations to restrict user access to downloadable records for a form.
App Category - This option allows you to change the folder or menu where this form will be displayed.
Form Level Custom Query - A form may require initial data to function properly. This option allows you to retrieve the starting data through a custom query. For more information on custom queries, please refer to the Custom Query section.
Custom Roles - Custom roles can be created and used for allocation purposes. However, this option is now deprecated and is only available for backward compatibility.
Tip
You can set as many form level custom queries as you need
