Setting up the Record Interface
To set up how the form details are viewed through the interface, edit the Record Interface page you created earlier, click on the plain editor tab above the page editor and the formatting toolbars, right click on the ‘Record Interface Component’ blue bar and select properties.
Click the browse button at the top of the new window, navigate to the Records folder (from the top level) and select the database you created for this form then click OK. Click OK again to exit the form properties and save the page.
View this page in your browser and click the “We recommend you setup how you would like to view this area now” link.
On the storage area tab you can leave the default settings as they are, or if you wish to modify how the form data is grouped or sorted you can do this in the ‘Sort by’ section of this tab. It may be easier to set these after the other settings have been put in place.
Click the ‘web view’ tab. This sets up how the data is viewed on the web via this interface. It is generally a good idea to display the basic or most useful information on this page and make one (or more) of these a link to the full set of data. In the data source drop down box select the field name for the information you wish to display in the first column, give it a label in the next box and choose it’s data type in the drop down box below this one (select automatic unless displaying a date, yes/no answer or an image). To make this piece of data a link through to the full set of submitted data click the ‘is a link’ checkbox.
Repeat until you have set up all the columns you require (up to a max of 10). Click OK to save this information and to see how the data is displayed on your page. If you wish to make changes to how this currently appears click the ‘Edit this view’ button which will take you back to the tabbed edit section. Click on ‘web view’ again and make the necessary modifications.
To set up how the data will look when it is downloaded click on the ‘Edit this view’ button then the ‘downloadable view’ tab. This is set up in the same way as the web view with the exception of setting any data as a link. It is a good idea to create a column for each and every piece of information that is submitted via the form so that all the information is present when it is downloaded. Click OK to save your changes and go back to the main screen.
You can set different statuses for records of data held, e.g. new, closed, cancelled. To create the statuses click the ‘Edit this view’ button then the ‘Advanced’ tab. In the ‘Status options’ box enter each status you would like to use, each on a new line.
Click ‘OK’ to save the changes. You will now be able to set records to their appropriate status or sort by status by using the drop box boxes on the main ‘Records’ page.
