Step 4. Create a Custom Record

In this step, we will guide you through creating a custom record, from setting up the fields to configuring the layout. Follow the steps below:

Creating a Record

1. Go to "Settings" > "System Settings".

2. Click on "Records".

3. Select "New Record".

4. Fill in all required fields.
5. Set the "Record Type" to "Record".
6. Click "Submit and Configure" to save your changes and set up another configuration.

7. You have successfully created a record, and it will redirect to the Record's configuration.

Creating Fields

1. Select the Fields option from the sidebar.
2. Click on the "+ New Field" button.

3. Specify the following required fields:
   • Field Name: This refers to the field's name, used to identify the data it represents.
   • Data Type: The data that can be stored in the field. Learn more about the various data types we offer in the Directory of Fields.
   • Internal ID: An auto-generated unique identifier assigned to the field. You can also modify it manually if needed.

4. We also provide some optional settings, such as:
   • Mandatory: A required field that indicates that a field or input must be filled out or selected before proceeding.
   • Placeholder: A text displayed in a field or input area that guides users on what should be entered into the field.
   • Tooltip: Additional information or details provided about a specific item.

5. If necessary, set a predefined value to populate the field if no other value is specified automatically.
6. Click on the "Save" button to save the changes.

7. You have successfully created a field. Repeat steps 2–6 to create another field.

Setting Up an Entry Layout

1. Select the Entry Layouts option from the sidebar.
2. Click the "+ Add Layout"

3. Set up the settings:
   1. In the Settings section, provide a name for the layout and select the record to link it with the existing record.
   2. Specify how you want the content to be displayed via Modal and Popup widths. You can learn more about the Modal here.
   3. Click the "Create" button to proceed to the next step.

4. Add Component: To begin designing your layout, access the Create tab and utilise the drag-and-drop functionality to add the components onto the canvas.

5. Configure Component: To rename labels or configure additional settings, click on the component > switch to the Inspect tab.

6. Delete Component: To delete a component, hover over it and right-click on it. Then, select the Delete option.

7. Preview Layout: You can preview the layout on different display options by clicking the icon at the top.

8. Click the "Save Changes" button to save the layout.

Setting Up a Table Layout

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Warning

The default view is visible to all users. To make sure it works for everyone, create a default setting that works for all users. If you need a personalized experience, copy the default view or create a new view as needed.

1. Select the Layouts option from the sidebar.
2. Click the "New layout" > "Table layout".

3. Set up the Settings:
   1. Provide a name for the layout you are creating.
   2. Select the "Show auto-incrementing IDs" checkbox to display an auto-incrementing ID column.

4. Specify the columns you want to display in the table by choosing the corresponding Field that links the data to each column.

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Info:

You can assign new Labels to the columns.

5. Alternatively, you can click "Add all fields" to add all available fields to the table.

6. [Optional] Set a field for Default Sorting. Specify whether it should be sorted in ascending or descending order.
7. [Optional] Utilise Quick Filters to pre-define specific filter criteria for easy data filtration.
8. Click on the "Save" button to save the changes.

9. The final result will look as shown below.

Add Your First Entry

1. Click the Add button.

2. Fill in the available fields. Ensure you fill in all the required fields.
3. Click the Submit button to save the entry.

4. Congratulations on your first entry! 🎉

📌 Need Help?