Last Updated: February 02, 2021

In the Records Designer, you will see the drag-and-drop interface which makes it easier for you to design your form. To get started in creating your Record form, follow the steps below:

Step 1: You can begin by adding columns when you click on the (+) plus sign button at the left side of the first column. The (+) plus sign button at the bottom of a section lets you add a row.
Step 2: Select and drag the element of your choice from the toolbox inside the columns.

Step 3: Click each column to configure its following properties such as Field ID, Place Holder, and Input Type. Note that each form element has different configuration properties. You can also enable the Required function which makes a field necessary to fill-out.

After configuring and finalizing the columns, you will also need to set and customize the columns for the form's mobile view (Title and Subtitle) when you click Proceed, or the blue Gear icon at the upper right corner of the screen under the proceed button. After customizing the columns for your record app's mobile version, you can now proceed to the next step in designing your Records App.

Overview: Record App
Next Article: Record App: Setting Form Permissions

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