Steer by QuickReach Helpdesk
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Learn how to create record apps are apps where you can store, retrieve, and update dynamic information such as inventory, employee lists, etc.
Record App: Table of Contents
TABLE OF CONTENTS Overview: Record App Creating a Record Form Setting Access Settings [Adding a Record](https://qrcust
Overview: Record App
An overview of the Record App: its purpose and how it functions in a Solution.
Record App: Records Designer
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: 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.
Record App: Setting Form Permissions
After designing your form, what comes next is to add users who can access the record app. To start assigning form permissions, follow the steps below: Begin by clicking the USERS icon to add users. Select the users you want to give access to. You can give access to all your users in Steer, or in groups you have created with different members. You can also choose different indi
Adding Data in a Record
Learn the various ways of adding data in a Record App.
Adding Relationships Among Records
Even if records belong to different solutions or were not assigned in a solution, Steer made it possible for you to add relationships among them. To do this, we need to have at least two records. For this example, let us first create a Regional Designation record and add two columns (Region, Regional Center) in the form builder. Afterwards, set
Bulk Edit and Deletion of Records
Learn how to edit and delete multiple data entries in a Record.