Index
Speaking of Forms Registration widget...
The Registration widget allows quickly managing form records. In addition to adding new records and viewing them on the home page, you can also edit form records by selecting the record to be edited. The Registration widget also allows deleting form records that you no longer need in queries.
You can export the data of forms added in the widget into CSV or Excel files for data queries or control purposes.
Insert the Forms Registration widget
Step-by-step instructions to add the widget
01. Click the gear icon next to the user name.
In the Liquid theme, click the gear icon on the right-hand side of the screen.
02. Click Edit page.
03. Select the slot to include the widget.
04. After the selecting the widget slot, open Forms and locate the Forms Registration widget.
05. Click Add and the widget will appear in the previously chosen slot.
Complete the Forms Registration widget
Step-by-step instructions to complete the widget:
01. Enter a title for the widget in the title field.
02. Select the form to be included in the widget in the field “Select...”
You can only use the Registration widget with forms created with Forms Beta as of the updates Waterdrop 1.6.4 and Liquid 1.6.5.
03.Set the number of lines shown in the widget in Results per page. It ranges from10 to 30 lines.
04. Form fields are shown as a list, including the Column name, Field ID and Field type. You can also sort fields as needed using the arrows located next to each field.
05. Select the fields required to show records.
Attention
To use form fields with the same name in the Registration widget, check the field ID to differentiate the fields, if you do not need to show information from both fields.
Example: The form has two fields with the name “DATA”, but the widget must show information only from the first field. In this case, check the field ID under Advanced Options in Forms to select the record to be shown in the widget, according to the form ID.
06. Select the buttons to be shown in the widget menu“More Options...” Available widget buttons: Add, Edit, Delete, and View.
All buttons are shown in the Show column by default.
To change, drag and drop the buttons to be shown in the Show column and the buttons that will not be shown in the Hide column.
You can define buttons in the widget as needed and at any moment, simply by editing the page to change settings.
07. Click Save.
A message confirming the widget settings will appear. Click Close.
Pay attention
Widget search is only shown when Forms has one of the following field types among its first 5 fields: Text, Numeric, Date, and Evaluation. Under these conditions, it is possible to filter records in the aforementioned fields. In addition to adding new records and viewing them on the home page, you can also edit form records by selecting the record to be edited. The Registration widget also allows deleting form records that you no longer need in queries.
However, widget search will not filter fields of types: Single choice, Multiple choice, List, Drop-down list, User search, Search, Paragraph and Rich text.
But don't worry!
The widget configuration to be included in the platform’s pages will remain the same. You can configure it with the most used fields with no problem. The only condition being that, in case of Single choice, Multiple choice, List, Drop-down list, Search user, Search, Paragraph and Rich text fields, you cannot filter the records of such fields in the widget search, since they are non-filterable fields.
Publish page with Forms Registration Widget
After adding and configuring the widget, you must publish the edited page.
01. Click the gear icon next to the user name.
In the Liquid theme, click the gear icon and select Publish page.
02. Enter a description of changes made to the page and select Publish page.
Add form record in Forms Registration widget
Users can enter new form records in the widget. Follow the steps below:
01. Click on Add.
02. The selected form in the widget will be open to enter a new form record.
03. Enter the required records.
04. Click Save.
Edit form record in Forms Registration widget
Step-by-step instructions to edit form records:
01. Select the record line to edit by clicking the record.
02. Click More options and then Edit.
03. The selected form in the widget will be opened with the form records to be edited.
04. Edit the required records.
05. Click Save.
Delete form record in Forms Registration widget
Step-by-step instructions to delete form records that are no longer required.
01. Select the record to be deleted by clicking the chosen record line.
02. Click More options and then Delete.
A confirmation message will appear. Click Yes.
Export form records from Forms Registration widget
After entering the required records, export records to control the data.
01. Trigger Export.
02. Choose between CSV or Excel format to export the data.
A message appears informing that the file is being generated and will be available in the user’s folder.
Attention
The user can define the number of items exported when exporting records. Only 5 records are currently exported in Forms, regardless of the number of records in the form. It is only possible to extract all records when exporting through the widget, by defining this setting manually. To do so, users must check the checkbox of all records to be exported, checking the number of records per page, to ensure all of them are viewed and checked.
See here how to export records directly from record view in Forms.
03. Open the My documents folder.
04. Click the file name to open.
05. The file will be automatically downloaded to the user’s desktop and displayed based on the option and the user’s desktop configuration.
Attention!
This documentation is valid as of the 1.6.5 - Liquid update. Previous updates may contain different information than what you see on your platform.
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