Tips & Tricks: Punch List App
Autofill forms with Actions, Initial Values, and Formulas
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Copy & Customize: Punch List App
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One of the most crucial business processes in construction is contract fulfillment. Construction companies utilize various reporting systems to ensure that each part of the contract is completed. Similarly, a “Punch List” is used to create these kinds of reports to ensure that contract action items are being completed correctly and on time. However, what differentiates the “Punch List” from other systems is it allows users to create punch list records for specific projects with ease.
With this goal in mind, we are going to create a simple form that captures punch list items for specific projects. In order to accomplish this, we will look at creating forms that autofill records from the project table to the punch list table. Let’s get started!
Autofill Form Views
Using a LINKTOFORM() action is a great way to autofill data into a form view for even faster data collection. Another great way to autofill data into a form view is by using initial values and formulas. If you are interested in learning more, our AppSheet Essentials Course covers how to build and integrate these features into your app!
This app actually utilizes both types of autofilling features together! Check it out in the examples below:
How to Create a LINKTOFORM() Action
Description: To create the LINKTOFORM() feature navigate to the ‘Behavior Tab’ → ‘Actions’ → ‘+ New Action’. This new action will transport users from the ‘Projects Table’ to the ‘Punch List Form’. This makes it easy to upload punch list items that need to be completed for each of the projects. Next, we will go back to the data tab and set some initial values and app formulas.
How to add an Initial Value and Formula
Description: To add an initial value and formula, we must select the ‘Data Tab’ and then the [Status] column. Here, you can input an initial value or formula to the column. In this use case we have the selected columns [Due Date], [Status], and [Created By]. Since we have the “form action” created, we have also ensured that the fields above will autofill regardless of if the user chooses to select the LINKTOFORM() action button or not.
Final View
Description: Now users can quickly add punch list records from the project view and the form will autofill the necessary records! (As shown above.)
Copy & Customize: Punch List App
Let’s Review
The ability to quickly autofill forms in AppSheet is a game changer, because it removes the hassle of filling out large quantities of data by hand. This feature for our “Punch List App” allows users to quickly create “punch list” records from their project view. Additionally, the App will ensure a consistent, standardized, and accessible data collection for all app users!
What do you think?
Comment below and let us know your thoughts about this app and how it can be customized to fit your Company’s needs.
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Happy Developing!
Austin from AppSheet Training
P.S. This app was also featured in our Weekly Webinar. Find our live walkthrough of this app here.