Design a Form

Forms are what you create to collect and group data. After creating a Database, you can add your first Form.

Make sure to read and understand ActivityInfo’s data model.

Follow these steps to create a Form:

1. Navigate to your Database.
   If you do not yet have a Database, see Add a Database.
2. Click "Add Form" to open the Form Design page.

3. Name to your Form.
4. Click "Add a field" to view the palette of available Field types.

4. Fill in the properties of the Field by providing the following information:

• Label: the name for the Field
• Description: optionally provide a description for this Field
• Code: optionally provide a code
• Input mask: optional
• Default values: optional

5. In the Settings check the boxes you want to apply for the Form field:

• Key
• Unique
• Required
• Hide from entry
• Hide in table
• Set relevance rules
• Set validation rules
• Reviewer only
• Read-only
• Translation

7. Repeat steps 3-5 until you have all the Fields you need.

8. Click on "Done" to add the Form.

9. It is highly recommended to select one of the Fields as the Record label to help identify each (sub)record.
   To set a Record label, see Specifying a Record label.

10. Continue fine-tuning your Form by following the steps in Editing a Form.