Exercise – Add a new Main form for the Patient table

  • 5 minutes

When the new model-driven app includes the required tables, and when the navigation elements are in place, you'll learn how to display data that's related to the patient by using the virtual tables in the solutions. Creating a new Main form versus modifying an existing form ensures that you don't interfere with how other applications operate. Then, you can add this new form to a solution for deployment to other environments.

Prerequisites

To complete the steps in this exercise, you need to meet the following prerequisites:

Create the new form

Your first task in this exercise is to create the new form by following these steps:

  1. Open the Virtual Health Data Tables (VirtualHealthDataTables) solution.

  2. On the left navigation pane, go to the Tables section and select the Contact table.

  3. Expand the Contact options and then select Forms to view the available forms.

    Screenshot of the Contact menu with Forms selected.

  4. Create a new form that's a copy of the Main form for the Contact table that's already in the system. This form might include tabs, sections, subgrids, and custom controls.

  5. In the list of current forms, select the Contact form. Select the ellipsis (...) menu next to the name and then select Edit in new tab.

    Screenshot of the form with the Edit in new tab option selected from the menu.

  6. In the upper-right toolbar, select Save a copy. Enter a new name for the copy, such as Contact - VHDT.

    Screenshot of the save details.

Now, you have a new form that you can customize for virtual health data tables.

Screenshot of the new form.

Clean up the new form

In this exercise, you remove the tabs except for the Summary tab.

  1. If a tab contains a field that's set to Business Required, you can't delete the tab. One option is to move these items to the tab that you want to preserve so that you can delete the tab.

  2. In the Event Information section, move the Last Name field to the Summary tab. Move the field to the Summary tab, and when you see the tab details, move the field to the Contact Information section.

  3. You can hide the field because it's a duplicate field on the form. Select the Last Name field and then select Hide from the Forms designer tools.

  4. After you move the field, select the Details tab and then select Delete from the form designer tools.

  5. Repeat the previous step for the Insights, Events attended, Scheduling, and Files tabs.

  6. In the Summary tab, delete the sections named Map View, Assistant, and Customer Details.

    Screenshot of the Summary tab for deleting sections.

  7. Select Save and publish in the upper-right corner of the Forms designer tools.

Now, you have a simplified new Main form that you can update to include the related virtual tables.