2. Maker Course - Create Intake Interface and Fields
Video Walkthrough
Follow Along:
Create a New Interface
In the module builder toolbar, select the Interfaces button. The Interfaces panel displays.
Select Create a new interface. The Create New Interface window displays.
Give the interface a Name and Description, then select Create. The new interface is created. Close the interface for now.
Create Fields
In the module builder toolbar, select the Fields button. The Fields panel displays.
Locate the Manual fields section and select + Add Field to add a new manual field. The Fields Settings screen displays.
Name the field "Plushy Type" and set the Field type to Dropdown.
Enter the following as manual options:
"Basic Maestro"
"Beach Maestro"
"Winter Maestro"
"Party Maestro"
When finished, select Save.
Create another manual field, named "Submitting User," and set the Field type to Text.
In Display Settings, set the Text format to People, then select Save.
Create another manual field, named "Required by Date," and set the Field type to Date. When finished, select Save.
Create another manual field, named "Is Gift?," and set the Field type to Dropdown.
Enter "Yes" and "No" as manual options, then select Save.
Finally, create a last manual field, named "Gift Message," and set Field type to Long Text.
You've created a new interface you'll use as part of your intake experience and created and configured the manual fields for that interface. Next, you'll build out the interface itself.