Creating New Forms

In this video, we’re going to look at how we can create Forms in Tap Forms 5. We create a form or a list in the database document in Tap Forms 5. Let’s see how this works on the Mac. Let’s go to my Mac.

So I’m in Tap Forms 5 here. The first thing we need to do is we need to open up a database document. But before I do that, let’s rename this Work personal. So I select it. If you recall how we do that, we just go down to the i here, and then we go over to Edit, and we type in here Personal. I click on save. And it renamed it.

So now, let’s open this up. When I open this up, it does not have any forms in there. So the first thing we need to do is we need to create a form. Now, remember a form is a list. So if you have a grocery list, that grocery list is a form. It comprises different records, different items in that grocery list. Let’s create a grocery list form. So now I just click on the new form here. It creates that new form, and you’re going to see it over here on the left.

Now, the first thing we need to do is we need to rename this. I don’t want to call it New Form, and I’d like to change the icon for it. To edit a form, what we do is we go over to the right, and you’re going to see all of our different editing options. We’re going to stick with Form here. Now, to get into this mode where we edit our form, what you’ll need to do is make sure that this is blue, the Form is blue. When I turn this off or click on this to turn it off, I am no longer editing my forms. This is where I would go work with my different records. So what I want to do is I want to edit it. I want to rename it. I want to set the parameters up for that form. So I click on this again, it opens back up, and we’re back at our form.

So now I want to rename this. Let’s make a simple grocery list. So I go and double click in here, and I type in here grocery list. I click on the icon here to change the icon. We have several different icons we can choose from. Let’s just go with these plates and forks here; select it. And now we can see we have my new name as well as the new icon. That’s all there is to create a form.

I want to create another form. I can click on the plus here in the upper left-hand corner. It creates a new form. I go over to the right. If I do not see this little sidebar and make sure that I have Forms selected up here in the toolbar, I go over to my new form, select all, and type in my new form. So let’s call this tools, and I click on the icon. I select the icon. We’re going to go with the hammer here, and now we can see, we have my new form, and it also has the icon.

We do have a number of different options here for our forms, but it’s much easier to explain what these options are once we have some data in there. So we’ll come back to these options here. Once we create some fields and add some records, it will be much easier to explain what these do once we do that. But for the most part, we have now created a new form, a new list. You’re going to see; I have my grocery list and my tools list. Now what we need to do is just need to add fields to these so we can tell Tap Forms 5 what we want to keep track of.

So that’s how we create Forms or lists and Tap Forms 5 on the Mac. If you create a new database document, you’re going to see New Form. Once you create that new database document, if you’re in a database document, you click on the plus in the upper left-hand corner. It’s going to create that form. Now, what you want to do is go over to the right; this is where you’re going to see all of the tools to edit that form. To rename it, you just click on the name there type in your new name. To add an icon, you click on the icon, and you can select from a variety of different icons.

So that’s how you create Forms in Tap Forms 5