Record Creator card form

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • The Record Creator Card form presents elaborate description on the fields that you use to create a record rather than view.

    You must have the Desktop Assistant administrator [sn_dex_desktop.admin] role to access the form.

    Table 1. Records Creator Cards form fields and description
    Field Description
    Name Unique name for the card title.
    Header Unique name for individual pages in the card.

    When you select a card, it takes you to the details page. The name in the Header field appears as the header or title of that detailed page.

    Description Short description of the card.
    Visible Fields Fields from the selected table that should appear on the card details page.

    Use the Unlock Visible Fields icon (Unlock field icon) and under the Available section, select the fields to be visible and then select the right arrow icon (Right arrow icon) to move it to the Selected section. You can also use the up arrow icon (Up arrow icon) or the down arrow icon (Down arrow icon) to customize the column position.

    When you have added all the required fields, select the lock visible fields icon (Use this icon to lock the option to make any changes to the visibility settings.) to ensure these fields are always visible on the form, regardless of any changes made to the form.

    Application Scope of the application.
    Icon Image that appears on the card.

    Use the Click to add link and select Choose File to select an image from your system.

    Table Table from which you want to pull the data to display.
    Mandatory Fields Fields from the selected table that are mandatory in the card details page.

    Use the Unlock Visible Fields icon (Unlock field icon) and under the Available section, select the mandatory fields and then select the right arrow icon (Right arrow icon) to move it to the Selectedsection. You can also use the up arrow icon (Up arrow icon) or the down arrow icon (Down arrow icon) to customize the column position.

    When you have added all the required fields, select the lock visible fields icon (Use this icon to lock the option to make any changes to the visibility settings.) to ensure these fields are always visible on the form, regardless of any changes made to the form.

    To return to the record creator card page, see Create a Record Creator card.