If you have the permission to add new records to an iSheet (by being a part of a security group granted edit rights), the Add button will be displayed at the top of the page.
If permissions have not been enabled on an iSheet, non-admin users can only view and export iSheets and iSheet records.
HighQ offers multiple features for the creation and publication of forms. Choose the feature best suited to your needs:
- Add records directly to an iSheet (this article) - Share forms to registered users with permission to add records to an internal iSheet.
- iSheet form sharing - Share forms to external users, using the standard system iSheet form design.
- HighQ Forms - Create custom, branded forms to share on a website, Microsoft Teams, and your websites.
Click Add:
To display the Add record screen:
The columns and fields change depending on the setup of the iSheet.
You can input values in every field, subject to certain limitations. For example, if permissions have been enabled for certain fields, you may not be able to edit those fields or even see those fields. If there are conditional fields, they will not be displayed until the condition has been satisfied.
Controlling the contents Add Record with Views
As of version 5.6, you can use a View to restrict which fields are seen by recipients of the form and users with add and edit permissions.
To enable this option, open Admin, then iSheets (under Module settings). Click the name of the iSheet and enable Set Add/Edit forms to only display columns from the selected View:
If enabled, Add record, Edit record and shared forms only display and request data for columns defined in the selected View.
View restrictions also apply to iSheet items added in Custom site navigation, and iSheet links created in a blog or wiki.
This also activates the Check mandatory columns option.
Column permissions also apply and hide columns based on user permissions, even if they are included in the View.
