How to create an external form in Time to Nuke? Using an external form in Timetonic allows external users to edit records, offering the possibility to update or collect information by sharing it directly with stakeholders. All this while ensuring secure access and data control.
For inspiration, here are three types of uses for external forms: a form for requesting feedback after a service provided on a client file, a form to register attendance at an event on a guest file, or a form to collect information and documents among collaborators on a project file.
Let's see how to proceed. Start by applying a specific view where you will apply field restrictions that you do not want to display in this form. Once your view is created, go to the restriction fields, select columns you do not want to display in the form or that you want to display as read-only. Save and keep only the columns necessary for the modifications and records you want to share.
Next, create the external form column. You can turn the link into a custom button and apply a background color that will be displayed in file mode. Here you will apply the restriction view, the one we just designed to display only the fields we want to modify. Apply a title to your form, a description below the form title, and a final message that will appear after the form is submitted.
Personalize your form's design in two ways: either upload files directly for the cover and logo, or select an item available in the column field to customize forms individually to a specific line. Instead of applying a final message, Timetonic allows you to apply a custom redirection URL. Check the redirection option box to have a different redirection for each line.
Check the box for a single-use form if you want your form to be for one-time use; the URL will reset after each form submission. Protect yourself from bots by selecting the Invisible Captcha option and add authentication by selecting this option. The user will have to enter their Timetonic username and password to access the form, allowing you to know who created this line in the update field.
You can customize the save button and the label once the button is validated to confirm with the user. Choose the grouping mode in the design of your form: group or step by step. Let's start with the group step. You can change the order of your groups, which won't affect the defined order in your form.
Validate and add a new line to access a form link. Here is our external form displayed with an option per group in the form of expandable vertical accordions with customization elements configured in the settings. The color applied to the groups corresponds to the color set in your workspace. After filling out my form, I will now submit it.
I see my customization message displayed, and I can find the collected information in this form line. Now let's look at the configuration of the external form with the step-by-step grouping mode. You can personalize the Next or Back buttons. The step-by-step grouping mode displays your groups distinctly, allowing you to move to the next step and go back by selecting the group for possible modifications from one to the other.
The group mode option is also available for creating a blank form. You will have noticed the accessibility of customization settings and options in Timetonic's external form, making it a powerful tool that facilitates interactions while ensuring data privacy and integrity. This makes it an essential solution for smooth and secure management. Music.
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