Aptify stores the organization's data as records within the Services. To add or edit a record within a Service, you use a data entry form. Each Service has its own form that displays the data fields that you can configure for that Service.
This section provides a basic overview of how data entry forms work within Aptify and describes the features that are common to all Aptify forms. Forms within Aptify provide the primary interface for manipulating records within a service. Users work with forms to view details of a record, to add a new record, and to edit an existing record.
Some articles in this section display content specific to the Smart Client application, as not all the functionality is currently available in the Aptify Web application.
This topic contains the following form-related sub-topics:
- Opening a New Form
- Opening an Existing Record Form
- Using the Find Dialog
- Using the Form Command Buttons
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Understanding the Common Field Types
- About the Required Field Type
- About the Text Field Type
- About the Check Box Field Type
- About the Drop-down List Field Type
- About the Link Box Field Type
- About the Date Selection Field Type
- About the Time Field Type
- About the Email Field Type
- About the Website Field Type
- About the Location Link Field Type
- About the HTML Field Type
- About the Rich Text Field Type
- About the Multi Select Text and Multi Select SQL Field Types
- Working with Spell Check
- Working with Form Tabs
- Enabling the Duplicate Record Check for a Service
- Merging Records
- Using the Conflict Wizard
- Working with Record Attachments
- Adding Notes to a Record
- Working with Record Templates
- Editing Form Template Appearance
- Cloning of Subtypes Records
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