Creating a Hierarchy

Often the field you're adding will become a subform, which appears as a drilldown of the record, where you can store additional structures in a hierarchy.

To turn a field into a subform, click the expansion icon (the sideway arrow) next to the field after it is created.

For example, enter a title in the Quick Entry called Knowledge Base and select Form:

Then click the expansion icon next to KnowledgeBase to start entering that form's child fields. This is how we create a hierarchy.

If in that list we enter a few fields, such as Name and Text..., we can then add another field called Comments>> and then click the expansion icon next to that to create another level for Comments. Note that we put >> at the end of the name Comments as a quick way to say it will be a form type containing a list. We can also just select Form from the dropdown box next to the Quick Entry name field.

Once you publish the application, go to the Knowledge Base record in the application, you'll see a record tab titled Comments to reflect what you defined.

So now it should be clear how to create a hierarchy in WorkflowFirst, by creating application tabs and sub-forms within those tabs, and how the hierarchy is automatically converted into a fully functional application when you publish.

For example, on the far right side of record tab, Comments, you'll see the Create New button ( + ). When you click ( + ), a window with Comments will pop-up and you can enter information in the field titled Body.

After adding more than 20 Comments, page links will appear below the right hand corner of the Comments list.


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