Previous: How to Create Pages, Forms and Sub Forms.



You can easily create pages, forms, and sub forms in transform Studio. However, if you wish to add more functionality to your pages, you need to configure the advanced settings. 


In this article, you will learn about the options available under the advanced settings of creating pages and forms.  


Step 1 - Click on 'Advanced'

To access the Advanced button, please refer to this article. 


Next, click on Advanced to view the following options and customize them accordingly.

  • Preload - Checking this option will ensure that the page is preloaded before it is opened. This option is most valuable for pages app users are most likely to use. Keep in mind that the more pages you preload, the more the time the app will take to start.

  • Active - Selected by default, this option displays a page/form, and allows access to it in the app. You can unselect it while designing the page, or if you do not wish to use the page, but would rather not delete it yet.

  • Show Loader - Selecting this option will show a Load Progress bar while the page is loading. This is useful for large pages that need more time to be properly loaded. It also assures users that the page is loading and the app is not malfunctioning.

  • Confirm on Page Close - Selecting this option will prompt app users before they close a page. This feature is especially useful for long forms or those which require sensitive data.

  • Allow Clone - This option enables app users to make clones of submitted pages located in the Sync queue.

  • Show Save Draft Icon - By selecting this option, form designers enable app users to save pages or forms as drafts. 



Step 2 - Select a Page Template

Once you make your selections above, you need to choose a template for your page. Transform Studio offers seven types of templates for you to choose from: 

  • Navigation Container – This type of container acts as a navigation stack that sorts sub-pages as well as other pages they navigate to. It adds a top navigation bar to each page displayed in the app, enabling users to go back by pressing the back key on their devices, or the back button in the navigation bar.

  • Tabbed Container – This container arranges sub-pages in a tabbed format, i.e. each page appears as a tab at the top. Users can simply tap the tab’s button to access that page’s content.

  • Carousel Container – This type of container displays sub-pages as a carousel slider. Users can swipe left or right to navigate through these pages. As the carousel container only supports the ability to scroll from one page to another using swipe gestures, it does not add specific UI elements to the screen.

  • Login Page – A login page is the first page users interact with. It allows the customization of the app’s content according to user roles while increasing the security of the data stored in the app. After successfully logging in, users will be sent to the home screen where they can access the forms they are authorized to use. 

  • Navigation Content – These pages are to be added to a Navigation Container.

  • Tabbed Content – Pages of this type will be added to a Tabbed Container.

  • Carousel Content – These pages will be included in a Carousel Container.



Step 3 - Customize the Background of the Page/Form

To further customize your form or page, you can select a background color or background image for it. To add a background image, however, make sure to add the image to your app's assets. Alternatively, you can use an image from the Media Gallery. 




Step 4 - Set Permissions for Your Page or Form

From the Permissions section, determine who can view and/or interact with the pages. Click on this thorough guide for more information. 


To define who can view the pages, follow these steps: 

  • First, select 'Only the following users have permission to view this page'. 

  • Under 'Users for whom this condition gets true', type a condition in the form of an expression to define who can view this page. 

  • If you do not wish to use an expression and have the User Management Connector configured, you can simply add user roles in the text box under 'Users who belong to any of these roles'. 

  • Click 'Save' if you don't wish to define who can use the forms on this page. Otherwise, continue to the next step. 

 

You can also define who can interact with your pages and edit the forms in them with the following steps.

  • Click on the checkbox next to 'Only the following users have the permission to interact with this page. 

  • In the textbox below 'Users for whom this condition gets true', type an expression.  

  • Alternatively, add user roles in the text box under 'Users who belong to any of these roles'. 


Step 5 - Click Save

Conclude the creation of your new page by clicking on Save. 



Need more help? Contact us at support@makee.io


Next: How to Design Mobile Forms.