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Simple Form Boot Camp

This quick tutorial will create a simple form as an introduction to the basic pages of the Jetveo Platform and App Builder. It is a bare-bones app that will take about five minutes.

ISSUE:
I would like a simple form to take and maintain the basic contact information of potential customers.

SOLUTION:
Create a simple form.

NOTE: This is the same Boot Camp that automatically appears upon the initial log in. These instructions will require a preliminary step. On the Jetveo Platform, click (+) Create App. Set Application Name to: Simple Form. Click Create Application. Click OK.

Click Edit Application to go to the App Builder.

Define the Data​

1. Create an Entity to Store Data​

  • At the top of the side panel, click (+) Create. Click Entity. This will start a two-step wizard.
  • Name your Entity: Contact
  • Set the Display Icon to: Address Card (i.e., type the word into the search bar or scroll through the drop-down menu)
  • Verify that the Create Display Attribute check circle is marked and that it is named Name. This will create an attribute and set it as a display expression for entity records.

  • Click Next

  • On the second step of the wizard, verify that the Create Pages box has the following preselected: Create Page, Detail Page, and List Page. These pages will be generated and used in the User Interface section (below).

  • Click Finish

2. Add Attributes to the Entity​

  • On the Contact entity (which will also be shown in the Data > Entities section of the sidebar menu) click Add multiple (you can also add attributes one at a time by clicking the Add attribute)

  • Copy and paste the following list:
    • Click the top Attribute name box and type Ctrl + V to paste the list
Company
Street Address
City
State/Region
Postal Code
Country
Email Address
Phone number
Notes
Account Manager

Locate Notes; change the type to Rich-text Markdown
Locate Account Manager; change the type to User
All of the other items should remain String

  • Click Add Attributes

  • Type Ctrl + S to save the page. Note that each page is saved when you move to a new tab.

Define the User Interface​

3. Define the Contacts Create Page​

The Contacts Create page is the form that the user will fill out.

  • In the sidebar, click UI. In the UI side panel, locate the Entity Pages subsection
  • Double-click Contact Create
  • In the center of the page, click Add View. Select Create Empty View for Contact.
  • In the layout editor, expand the Data Fields menu. Click each of the Data Fields to place them on the page. The default layout has two columns. Drag and drop the elements as desired.
  • Click OK

Set the layout so that it can be shared.

  • In the Layout section, click the More
  • Select Make Shared
  • Type Ctrl + S to save the page

4. Define the Contacts Detail Page​

The Contacts Detail page will serve as the repository for the entered data.

  • In the Entity Pages subsection, double-click Contact Detail
  • In the center of the page: Click Add View Select Add Shared View for Entity Contact.
  • There is only one Shared View, so it will automatically be designated as the layout.
  • Click OK
  • Type Ctrl + S to save the page

5. Define the Contacts List Page​

  • In the UI side panel, double-click Contact List
  • In the Columns tab, the Contacts entity detail column is added by default to create a link to the detail page
  • Click (+) Add Column
  • Select the additional columns that will appear: Company, Email Address, Phone Number
  • Click Close
  • Type Ctrl + S to save the page

6. Application Menu​

The User Interface now needs links to create and access the customer information.

  • In the UI side panel, locate the Application Menu button at the top
  • Click Application Menu
  • Click (+) Add Menu Item
  • Set Menu Item Action to: List page
  • Set List page to: Contact List
  • Click OK

—

  • Click (+) Add Menu Item again
  • Set Menu Item Action to: Entity create page
  • Set Entity Page to: Contact create
  • Change the Menu Item Icon to: + Create
  • Click OK

Deploy and Run the App​

7. Release your Application​

  • On the sidebar, click Release (Note: Make sure that every page is completely saved.)
  • On the Release dialog, type: Initial Release. Click Release

  • Click Continue to return to the App Builder Editor page
  • In the sidebar, click Close

8. Access the App​

  • On the App Overview, click Settings.
  • Click the Dev Instance tab. Note the credentials that you will need to access the app (i.e., Test User Email, Test User Password).
  • Click Update App
  • Click Start (if necessary)
  • Click Open Instance. The app will open in a different browser tab.

This is just a simple app. Additional definitions can be added, including making certain attributes required, adding a search feature, and adding additional functions.

For more details and tutorials, see the following: