Share Record Form

These type of Web Forms are used as a layout for sharing a record with individuals outside of your Fusioo workspace.

You can choose which fields should be shown, the layout used, and add buttons so that anyone can update the shared record.

To create a Share Record Form, you can click on the App Settings and then click on Web Forms.

App Settings Web form

 

You can then click on Share Record Form to create your Web Form.

New Web form

Fields and Settings

The Form settings and layout of these Web Forms is the same as when using regular Web Forms.

Like in the regular Web Forms, you can specify which Fields to display, change the layout, and add Field Sections.

As opposed to regular Web Forms, Relationship Fields can be used when sharing an existing record.

Adding Buttons

When sharing a record, you can add buttons to make it possible for anyone to update the record or notify you via an email.

To add a button to your form, click on Add Button at the bottom of the form.

Add button

 

You can have several buttons, and each one must connect to a workflow in your app. Only workflows with a manual trigger can be used.

Button settings

 

The button can be placed anywhere in the form. You can also change the color of the button. In the form, the button will look like this:

Add form button

Field Rules

Field Rules let you show or hide elements based on the values of certain fields in your record. This is similar to how it works in regular Web Forms.

Additionally, in the Share Record Form, you can also show or hide buttons based on the value of any field in the record.

Note: Existing App Field Rules will not be impacted by your Web Form Field Rules. Although they work similarly, they also work separately.

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