Creating Update Forms

Update Web Forms and Mobile Forms enable an end-user to access a specific record of a table or view in a Form with selected fields made editable. The user can change the values of any of the editable fields and update the record.

 

The image below displays an Update Web Form where the first field is not editable but all other fields can be edited.

 

 

 

Use Update Forms only when each user has only one record in the table (such as membership table). Use Record Level Secure Search and Report DataPages in all other situations.

 

Creating an Update Form

 

An Update Form is typically created to update information associated with Web User Authentication and requires a unique ID to identify each user. Alternatively, you can also create an Update Form outside of authentication by enabling Advanced Options and passing unique ID as a parameter.

 

1. Create a New DataPage

From the File menu select New DataPage or in the DataPages view click on the toolbar. This brings up the DataPage Wizard.

 

2. DataPage Properties

Click on the Web Form or Mobile Form icon on the left to select the DataPage type.

Select your table or view as data source and enter a name for your DataPage.

Select a Style (for Web Forms) and a Localization to apply.

Select Advanced Options (utilizing parameters for Web Forms only)

Click Next.

3. Capture or Update

Select Update Existing Record (to edit existing data currently in the database).

To allow automatic focus of cursor on the first field of the Web Form DataPage, check the Automatically focus cursor on first field option.

Click Next.

4. Authentication Criteria

Update Forms need to find the right record for the user.

If you are receiving parameters:

 

 

If you are using Record Level Security:

 

 

 

Click Next.

 

Continue the wizard as outlined in Creating a Web Form DataPage or Creating a Mobile Form DataPage, whichever you are creating.

 

Advanced Options

When configuring Web Form fields, use the Insert button beside the Label text box to insert any of the table field values into the label. Field values can be formatted as described under Advanced Optionshere.

 

 


What's next?

 

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