Publish a form

In order to be able to add records to a form, first you need to publish it. 

To be able to publish your form, you must first identify which will be the Display Field. Each form that you create must have at least 1 display field. Display fields will be the information that will be used to identify the record, so if you link one form to another, the display fields will be the information that appear in your field, the display field is, to all intents and purposes, the “label” you will use for identifying the record.

There can be a combination of different fields used to generate the display field. If for example we’re talking about beneficiaries, you could choose to have both the “First name” and “Last name” fields used. In the example below, you can see that once a field is a “Display field” it is marked with a flag. 

Once you have selected the display field and completed the design of your form, you can go ahead and publish it. 

Note that all fields that are of "List" type will need to be configured before you can publish your form. This means that you need to go to the pencil icon and select from the list which option you wish for your list. Check out the Configure Fields section for more details.