Forms

Forms let users add, view and edit individual records. They can be customized (by system administrators) to tailor the information to users' needs.

Forms can range from being incredibly complex, with many fields, to very simple, with relatively few fields. While forms can be launched from a grid or the Menu under the View Selector, they are always launched in a new application tab.

Form Types

There are two types of forms:

• Module Forms - Module forms open when a user clicks the Add or Open buttons within a Lucity module.
  • The Add button opens a blank form and enables a user to create a new record.
  • The Open button opens an existing record for the user to view or edit information.
• Submittal Forms - These forms open when a user selects them from the Menu in the View Selector.
  • These always open to a blank form that enables a user to create a new record without navigating to the module first.
  • Submittal forms appear identical to module forms except for the extra ability to mark the form as a favorite. This causes the form to also appear in the View Selector under the Favorites section. Submittal forms are most often used for creating different types of work requests.