This article explains how to assign forms for use in the mobile app to specific user roles. It also explains how to associate forms with specific reports for mobile. These actions are available on the Forms page in your table settings.
Assign a form as the default form for mobile
App admins can assign forms to specific user roles. Then, when users with that role open the app on their mobile device and add, view, or edit a record from the specified table, they open the form assigned to their role. To set this up:
- Find the Set how different roles use these forms section on your table's Forms page.
- Use the View/Edit/Add Form (Mobile) column to specify a mobile-friendly form for each role.
Alternatively, if you want users to see the same forms you've assigned to desktop view, edit, and add actions, select <Use Full Site forms>
Associate forms with reports for mobile
App admins can also associate a form with a specific report for mobile use. Users open the form you specify when they view or edit a record from within that report on mobile.
To do this,
- Find the Override role settings by report section on a table's Forms page.
- Under the Mobile column, choose a mobile-friendly form to associate that report with.