Use a form to add list items on mobile.

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.

Prerequisites:

  • You have been granted permission to edit data by a model builder. Editable cells contain purple text.

To add a list item:

  1. 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.
  2. Tap Create items.
    A menu displays the available forms. 
  3. 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.
  4. 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.
  5. Complete any fields and tap Submit.