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I am importing data for the first time. How do I do that?
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How To Guides
Add Functionality to Your Live App
How To Create Discount Codes
Create an Add To Favorites Feature
How to Access Private Records Without a Login
Accept Payments in a Live App
Manage Your Records
Use an Edit Form to Create Records If They Don't Exist
Track Which User Last Updated a Record
Copy a Record Using Record Rules
Track When Records are Created and Updated
Create a Version History for Records
Use Zapier to Insert Connected Records
Work with Connected Records
How to Show Multiple Fields in Your Connection Drop-Down
Showing Parent-Child Records in the Live App
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How to Create Dynamic Dropdowns in Forms
Add Read-Only Fields to a Form
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How to Automatically Capture a User’s Location on a Form
How to Use URL Variables to Pre-Populate a Form
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How to Click on an Image to Go to Another Page
How to Add Groupings to a Grid
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Force Users to Reset Their Passwords
Save a User's Payment Method
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Add Read-Only Access For Users
Show Records Connected To The Logged-in User's Company Or Other Group
Show Records Connected to the Logged-in User
Create an Admin User Role to View All Records
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Add a Pipeline to Your App
Create a Registration Form with Limited Availability
Add Stages to Your App
Store Multiple Images or Files for Individual Records
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Create a Button or Link that Updates a Field to a Custom Value
Notify a User That an Item is Ready for Review
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Using Mailchimp
Approve New Records Before Displaying Them
Workflow Tools
Add Notification & Reminder Emails to Your App
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Logic, Equations & Formulas
Start an Auto Increment Field from Any Number
Display a Message When a Deadline is Approaching
Generate Simple Numeric Barcodes Automatically
How to Set a Random ID
Calculate Age in Years from a Birthday
How To Number Line Items
Show Upcoming Birthdays
How to Extract the Start and End Dates from a Date/Time Field
How to Display Multiple Date Formats Using a Single Date Field
Reports, Queries, and Summaries
App Walkthroughs
Build an Inventory Manager App
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Performance
Table of Contents
Menus
Updated
by Lesley
A menu is used to display links to other pages in your app or other websites.
How Menus Work
Menus contain links the user can click to navigate to other pages in the app, or to other websites entirely.
Menus are often used to help organize views into multiple pages. For example, a page containing both a grid listing multiple records and a form to add a new record could be too crowded. You could instead link to that form view from a menu view making it easy to navigate for your users.
What do menus look like in a Live App?
This menu is below a details view and will open up modal popups for the user to edit or add records.
Manage Menus
To learn how to add, edit, and delete views from your app, see About Views.
Build Menu Settings
To access the settings of a menu view, hover your mouse over the view and click on the pencil icon that appears at the top left of the view.
Menu Settings
In the menu settings, you can edit aspects of the menu such as the title, description, format, and design of the menu view.
Link to a new page
This will add a link to a new page in your app that you create. You'll be guided through the setup to add your new page.
Link to an existing page
This will add a link to an existing page in your app. You can select another parent page or a page that originates from a Menu view on a parent page.
Link to a URL
This will add a link to an external website.
Title
This settings option allows you to give your menu view a title that will appear above the view.
Description
This setting option will appear along with the title above the menu view. Descriptions are a great way to give your users more context on the links in your menu view.
Tabbed Menu
Menus can be formatted to display in buttons or tabs. The default is buttons, where each button is separated. If the Tabs option is enabled, your menu button will appear even on child pages and the tabs will appear to persist on the page as they are clicked through.
Auto Link
The Auto Link option is available when the menu is set to the tabbed option. This lets you automatically navigate users to the first link in the menu view.
The active menu is indicated by a down arrow. The menu will also stay visible as you navigate to any child pages.
Editing menu buttons
Existing menu buttons can be edited by interacting with the individual buttons on the page preview. There you can update the link properties, change the link order and delete links.
Link Properties
Each menu link can be edited by hovering over the menu link in the page preview and clicking the pen icon to open the editor.
Page
This section of the Link Properties displays a link to the page your link redirects to when clicked.
Link Text
Here you can update the text that will appear in the button on the menu view.
Icon
Icons can be added when adding or editing a button in the menu view. From the "Link Properties" section when editing a link, you can select the “add icon” text to choose an icon.
When selecting an icon, you can also edit the alignment.
- Left: the icon will appear on the left side of the button text.
- Right: the icon will appear on the right side of the button text.
New Window
Enabling this will open all button links in new windows in your browser.
Link Order
The order of the menu buttons can be changed by clicking and dragging a button and dropping it in a new order on the menu view in the page preview.
Delete Links
Menu buttons can be deleted by hovering over a button on in the page preview and clicking the "trash can" icon.
Menu Design Settings
Within the Live App Design settings in the Builder, you can customize global design settings for Menu formats:
You can learn more in our support article here: Menu Design Settings
Notes and Troubleshooting
Menu not displaying on mobile devices
If the Header colors and Page Menu and Submit colors are the same, then it will appear that menus are not displaying on your mobile device. You can double-check and update the colors of your app in the Live App Design section of the Builder.