Create a Form

Last updated 4/04/2024

The following instructions show you how to add a form if you are not using Five's Form Wizard.

Add a Form

1. Navigate to the Forms view by selecting Visual in the menu and Forms in the sub-menu.

Figure 1 - Forms menu item

2. Click the Add Item button, give your form a title, and select a data source.

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The data source will supply the fields to your form. A data source can be a table, a connection or a query.

Figure 2 - Add a form

3. Click the Pages tab.

Figure 3 - Pages tab

4. Click the Add Pages button.

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There are several different form page types that you can add to a form, for this example, we are going to choose a Form type and add fields to the page that come from the data source.

Figure 4 - Add Pages button

5. Give your page a caption and click the Fields tab.

Figure 5 - Fields tab

6. Click the Add Fields button.

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The Fields page is where you select your fields from your data source for your form. They will be added to the page that you just added.

Figure 6 - Add Fields button

7. Select a field in the Field field and give your field a display type.

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You must have at least one field included in the list!

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The display type is how you want to represent the data on a form, this can be different from the data type stored in the database.

Figure 7 - Add a field

8. Click the Save button in the form app bar and continue to add all the fields your form needs by clicking the Add Fields button each time.

9. On completion click the Save buttons in the form app bars.