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Full-Screen Modal for Creating New Data Entries

Organize complex data entry forms with a full-screen modal that includes a tab switcher.

The Full-Screen Modal for Creating New Data Entries allows users to create new entries, such as contacts, sales orders, or other records, within a user-friendly, full-screen interface. The tab switcher version includes multiple customizable tabs, making it easier to organize extensive form content across sections. Each tab can hold distinct data fields and elements, allowing for a flexible, organized approach to data entry.

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Installing the Full-Screen Modal for Creating New Data Entries

  1. Navigate to the Desired Project
    From the Builder Overview, locate and select the project where you want to add the modal.

  2. Access the Individual App Canvas
    Within the selected project, hover over the desired app and click Access App Flow to open the app where you want to add the modal.

  3. Open Add Elements
    Click the "+" button on the left side of the app canvas to open the Add Elements menu.

  4. Search for Full-Screen Modal for Creating New Data Entries
    Use the search bar to locate Full-Screen Modal for Creating New Data Entries or Full-Screen Modal for Creating New Data Entries (with tab switcher).

  5. Drag and Drop to Install
    Drag the modal onto the app canvas to install it within your project.

Setting Up the Full-Screen Modal

  1. Connect to a Data Document

    • After installation, hover over the modal and click Edit.
    • In the Settings tab, select the Data Document that will store and manage the data entries. This ensures the modal has the necessary permissions and connection to save new entries directly into the specified data document.
  2. Configure in Element Studio

    • Hover over the modal and click Access Element Studio.
    • Within Element Studio, add and arrange form elements such as input fields, dropdowns, or date pickers. Organize these elements as needed to capture the required data for each entry.

Difference Between Standard and Tab Switcher Versions

  • Single-Tab Modal:
    The standard Full-Screen Modal for Creating New Data Entries displays all form elements in a single view. This is ideal for simpler forms that do not require sectioning.

  • Tab Switcher Modal:
    The Full-Screen Modal with Tab Switcher includes multiple customizable tabs. Each tab can hold specific data fields and elements, allowing you to divide content logically (e.g., “General Information,” “Contact Details,” “Additional Notes”). This setup is suitable for more complex forms that benefit from a multi-section layout.

The Full-Screen Modal for Creating New Data Entries provides a flexible solution for data entry, with an option to use multiple tabs for organizing complex forms. By connecting the modal to a data document and configuring the necessary elements, users can efficiently manage detailed data input within a structured, full-screen interface.

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