Create form

Stacker allows you to customize the create form for each table in your app, you can control how your users submit new records. You can also include various static widgets: fields, banners, text, and callouts.

Access Create Layout

1. Go toManage fields and Data
2. Click Layout

3. In the row with Create click Edit

4. Select Customize your create layout

5. Select widgets and field to add to your layout

Edit Create Layout

• Toggle on/off fields that you want your users to have access to when they create a new record

• Reorder the fields by clicking and dragging them

• Change the name by clicking the title of the form while inEdit Layout.
• Open up the settings for a specific field by hovering your mouse over it in the menu and clicking the pencil icon.

  • This will allow you to edit/hide the label

  • Add a description or make it a required field (users cannot submit the form unless a value is provided for that field)

  • Set a default value to prefill fields

  • Add placeholder texts

  • Allow quick copy which will put a little icon next to the field allowing a user to hover over text and copy this to a clipboard

While viewing a pop up for the create form click Expand to access the layout editor.

Creating a multi step Create form

Stacker also allows you to create the appearance of a multi-step form and collect different information from users depending on who they are, or their answers to previous questions using Conditional Visibility filters.

Use two field widgets to get started. Place a field you want to use to distinguish the next step by, for example, on a real estate form, we want to have different options for different answers for the field called "For Sale/To Lease"

If the drop down choice is "For sale" we want to show the widget that requires "Sale Information".

If the drop down choice is "To Lease" we want to show the widget that requires "Lease Information"

Set your Conditional Visibility filter to decide when the widget will show

1. Click to highlight the first widget

2. In Edit layout click Set conditional visibility

3. Select the field. In this example, it will be the "For Sale/To Lease" field

4. Select operator "is" and the option "For Sale"

5. Repeat this for the second widget

Now when users select either "For Sale" or "To Lease" in the first field container, they will only be shown the relevant field container.