I would like to create a custom form to generate appointments, then automatically send e-mail reminders and display it on the calendar. (I can’t use calendly for now)
To do so I created a table to be incremented with data from a custom form. I created this form with different “form elements”. From those elements I intend to fill a calendar and send reminder e-mails.
The problem is that I feel like custom form does not like “form elements”.
Also when all the fields are filled I can’t like close the page and start a new to create a new appointment.
I have tried to use the form screen but it does not allow “form elements”.
The end user of this app is not comfortable with technology. Using the form elements help me be more intuitive by picking names in a list for instance.
You can select Participants, places, write comments, date and time of the appointment.
This form will fill my " Planning Cedant " table with all information and then send an email to participants.
Now when all the fields are filled I can’t like close it and start a new a form. Information remain.I have tried to create a button but it does not work or provide me with the right action to do so.
It’s unfortunate that your screen shots don’t show the left and right hand panels in the builder. Those panels provide additional context that helps us to interpret what is going on.
But anyway, if I’m understanding correctly, it looks like you are trying to use a Table Collection as a form? If that’s true, that certainly explains why you are struggling to get things working as you would like. That’s not the intended purpose of a collection, and so it’s like trying to insert a square block in a round hole - it won’t work.
A custom form is something completely different. Have a read through the below thread:
Can I assume that all entry components on that screen are writing to user specific columns? (If not, you will have problems)
Can I further assume that your Button Block has an action that Adds a Row? (If not, it should)
Other than that, where are you having problems?
You mentioned earlier that custom forms “does not like form elements”, yet I can see several form components on that screen: Choice, Date picker, Text Entry. So what is the actual problem?
I read the Thread and it points out what I intend to do.
You mentioned earlier that custom forms “does not like form elements”, yet I can see several form components on that screen: Choice, Date picker, Text Entry. So what is the actual problem?
I said that before reading the Thread. I thought that Form only accepted basic elements because they were displayed by default.
NOW ! I understand but I don’t know how to do it better
Here are a few more tips to help you make it work better:
I can see that you are building your form at the top level of a visible tab. That is not a good idea, mostly because you cannot trigger actions when a user navigates to a tab. And with a custom form you usually want to open it with an action so that you can initialise the form.
Here is what I would recommend:
Create a new table. This table will have only one row, and will be used to drive your form. Lets call the table “Form Helper”. Add a RowID column to that table. This will give you a single row. Next add a series of User Specific columns, one for each of your form inputs.
Build your form on top of that table.
Next, in your User Profiles table, create a Single Value column. Lets call this svFormHelper. Configure it to take the “First->WholeRow” from your Form Helper table.
Now, any time you want to trigger your form (from anywhere in your App), all you need is a button with a custom action that has two steps:
– Set Column Values → User Profile Row → svFormHelper → Clear values (in your user specific columns)
– Show Details Screen → User Profile Row → svFormHelper
How do I use that ?
– Show Details Screen → User Profile Row → svFormHelper
How do I create a button on a another layout and redirect the user to this form ? Like clicking on the " fixer un rdv " button below and getting access to it :
