Forms are accessible from any worksheet or expanded card where they have been made available. Newly-created list items are added to the grid specified by the page builder.
For more information about what you can do with forms, see Forms.
- You have been granted permission to edit data by a model builder. Editable cells contain purple text.
To add a list item:
- Tap the ellipsis
in the top-right of the toolbar on a worksheet or expanded card.
A menu opens at the bottom of the screen.
- Tap Create items.
A menu displays the available forms.
- Select the form you want to use.
This opens the fields for the form. The page builder will have specified which fields can be populated.
- Optional: If permitted by the page builder, select the context to house the line item.
For example, if you add a new employee, you might be able to select the region or department as their context.
- Complete any fields and tap Submit.