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• Record App: Table of Contents

  TABLE OF CONTENTS Overview: Record App Creating a Form Set Access Settings [Adding a Record](https://qrcustomersuccSome readers

• Overview: Record App

  The Record App lets you submit records where its data can be used to build a relationship in another record app, or even in a workflow app. Building a record app provides you a drag-and-drop interface form builder, which makes it easier for you to design your form. It also allows you to set different permissions for each user you will grant access to in a record. There are two parts to build and design a Record App. Click each link for more detVery popular

• Record App: Form Builder

  In the Form Builder, you will see the drag-and-drop interface which makes it easier for you to design your form. To get started in creating your 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. Select andPopular

• 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 indiPopular

• Adding Data in a Record

  To add a data in a record, follow the steps below: From the dashboard, expand the Unassigned tab or a Solution located at the left side of your screen. Select the Records tab and it will direct you a record's information page. Expand the dropdown beside recordSome readers

• 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, setSome readers

• Bulk Edit and Deletion of Records

  To edit or delete a single record, you just have to click the icon with three buttons under the Action Lane. Currently, Steer has no Select All feature where you can select all the items to delete. But if you want to delete multiple records, you just have to tick the checkbox of the records you want to delete, and click on Delete Selected Items.Few readers