How to Add a Form to the App Dashboard
Before you can configure these settings, you must have the appropriate Administrative access to view and edit the Dashboard Settings.
- Click on your Profile Picture at the Top Right of your screen.
- Click on Settings.
- Under the Dashboard Configuration, click Add New Form
- Choose the Name of the button.
- Choose the Template you want this button to create.
- Click Save Settings.
How to Delete an Existing Form Button
If you need to remove a button you've previously created:
- Locate the button you want to remove.
- Click the Delete button under the Actions column.
- Click Save Settings to confirm the removal.
How It Displays in the App
The new button will not automatically appear to app users. Here is how they will access and use it:
Required Syncing: To see the new button, app users must manually sync the app or log out and log back in. This pulls your latest dashboard configurations to their device.
Placement: Once synced, the new button will appear on the main App Dashboard under the Quick Actions.
Labeling: It will display the exact Name you chose during the configuration.
Action: When a user taps the button, it will instantly open a blank version of the Template you assigned, ready for them to fill out.
