Data Modals

When a user is partially though a form and needs to select record that does not exists already or is erroneous, an edit to a writable data object will ensure users can continue their work efficiently. To enable the user Add/Edit buttons are displayed that when clicked reveal an User interface, known as a data modal, whereby users can make changes to the data source independent to their in progress form. Changes to the data are committed immediately.

To configure the in form data writes two core steps need to occur

• Create a Data Modal Project to represent the Writable Data Object, this can be used across multiple forms.
• Configure your forms such that they know to allow the user to open the above modal.

Creating a Data Modal Project

A data modal project is essentially a form with questions appropriate to a record within a data connection. Modals appear blank when creating new records or pre-populated when editing an existing record.

With your writable data object Configured configured in Manage Open Design and Create a New Project, give it an appropriate name and select Data Modal as the project type. Drop downs for which writable data object this modal should target will appear.

Design will open, features appropriate to the Data Modal Projects will appear. Note the placeholder fly-out will be populated with the writable data object's fields.

Drag and Drop a questions appropriate to the data object, more information about data types and appropriate quesitons can be found here.

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Screen Size

Data Modals appear in a small screen in the foreground of the form, do not over clutter the questions left to right.

At this point the modal is ready for use, however is not called upon by any forms, this next step is described in the section below.

Adding Data Modals to Forms

With a data modal prepared, open an appropriate form and select the data question for which the modal is to be attached to reveal its properties. Clearly the data question will need to target the same data object as the modal, essentially resulting in an onscreen list of the existing records and utilizing the modal to add and maintain existing. Find the modal drop down and select an existing data modal. The list will be filtered to modals of this data object.
After selecting the Modal you will be prompted for an (optional) title and what tasks you want to allow users to perform. Make selections and save your project.

Run the form in Produce, add and edit records, confirm that the records appear modified as desired.

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