Create a New Record module

Create custom New Record form for the All menu using the Next Experience All Menu Editing.

Avant de commencer

Role required: admin

Pourquoi et quand exécuter cette tâche

Use the New Record module to create custom forms for adding table entries. Customize which fields appear by adding or removing them as needed.

Procédure

1. Navigate to All.
2. Select the Edit application icon.
   
3. Select + in the menu header.
   
4. Add a new record module by hovering over the module and selecting Add.
5. Select the new record module in the Modules pane.
6. In the form, fill in the fields.

   Tableau 1. New Record Module form

   Field	User input
   Name	Enter a name for the new record form.
   Roles	Select which roles can access the application menu. If no roles are set, all users can see the menu when it's active.
   Override app menu roles	Module roles override application roles when selected, displaying the module even if application menu roles wouldn't normally enable it.
   Table	Select the table that you want to display in the new record module.
   View	Select the type of view that you want the new record to display.
   Hint	Enter a tooltip that describes the module when hovered over.

7. Select Done.
8. Customize the form layout that displays in the form editor by performing the following actions.

   Option	Action
   Add form sections	Add a new section from within the form editor by hovering over the + icon at the top of an existing section, and then selecting +Add section. Select Section, and then drag the section to the desired location above or below any existing sections on the form.
   Configure section layout (columns)	Change the layout of your section. Sections can consist of one column or be split into two columns. Select a section in the form editor. Change the column layout via the section header menu. Select One-column or Two-column.
   Merge section with the section above	Merge two sections. Merging a section refers to combining two sections together with a single section title. A merge is useful when you want to have a single section with two different column layouts. In the form editor, select a section. From the section panel, select Merge with section above.
   Detach section	Detach a section. You can split two previously merged sections apart into separate elements again. In the form editor, select a previously merged section. In the section header, select the Additional actions (|) menu, and then select Detach from section above.
   Remove section from form	In the form editor, select a section. Remove the selected section from the form view via one of the following methods: On the top right of the section header, select the Trash icon. To remove the section from the form view, in the section header, select the Additional actions (|) menu, and then select Delete section.

9. To rearrange the sections within the form, in the section header, select the section and then drag it to the desired location on the form or use the up and down arrow icons.
10. Customize the fields that display on the selected form view by performing one of the following actions.
    Remarque :

    Certain field types are only supported in Core UI.

    Option	Action
    Add an existing field to a form	To select a field, select a field in the list. In the form editor, drag the selected field to the desired location and then move it around as necessary.
    Add a new field to a form	Select + when hovering over an existing field. Select the type of field from the Fields list. The field appears in above or below the existing field.
    Remove field from form	In the form editor, select a field. To remove the selected field from the form view, select the trash icon to the right of the field.

11. Select Open module in the top bar to preview the new record form.