Creating a Basic Edit Page

Through the logifoms Publishing Wizard you can add the ability to allow users to edit the data they are viewing. You can restrict what fields can be edited, and displayed, and create rules to define who can edit data and what data they can edit. The addition of Edit Pages to logiforms Publishing system make it possible to create sophisticated work flow applications.

Typically, your published page will be username and password protected before you allow users to edit data. When your data is password protected, you can use the authenticated users information to decide which records they can edit and which fields they can edit. For the sake of simplicity, this KB Article does not use a username and password, and anyone is able to edit the data.

This Example illustrates the core concepts involved in setting up a Basic Edit Page.

Getting Started with Edit Pages
In this example, we have an existing published profile with Real Estate Listings. This is very simple example used to illustrate how Edit Pages work. The output looks like this:

• From the Publishing Wizard, select the Page where we want to add the Edit Page Link.
• In the Page Details Window, click the link "Create Edit Form for this Page
  
  
  
  
• Next, you will be asked to select either Full Form Mode or Custom Form Mode. Full Form mode uses your original form in its entirety as the edit form. You can hide and/or disable fields. Custom Form Mode requires that you build a new form by selecting one-by-one the fields you want on your form. If you wanted to only have 1 or 2 fields from the original form on the edit page, you would select the Custom Form Mode. In this example, we want to allow the user to edit all of the fields. Select 'Full Form Mode' and click Next
  
  
  
  
• Next, you will be presented with a screen (as shown below) where you can select any fields that you would like to hide (or show as disabled) on your form. In our example, we want to hide the PropertyID field, so we have selected it and set the 'Hide or Disable' option to Hide Selected Fields.
  
  
  
  
• On the following screen, you are asked to select if Everyone can Edit Data or if I want to define Rules on who can edit Data. In this article, we are allowing everyone to edit data. For more information on setting Edit Rules, please see our KB article "Edit Page Permissions". Select Everyone Can Edit Data and click next to advance.
  
  
  
  
• Next, on the Page Settings screen you are asked to give the page a name, title and define some basic page Settings. Click Next to Advance
• Next, you can enter a header and footer for the edit page. Complete the Header & Footer fields and click next to Advance. In this example, we are leaving these fields blank
• You have now completed the setup of a Basic Edit Page
  
  
  
  

• Click the Edit Layout link on the parent page to edit the layout.
  
  
  
  
• In the layout Editor of the parent page, add a line of text that says "Click here to Edit", highlight the line and click the Dynamic Links toolbar icon.
  
  
  
  
• The Dynamic Link window will open. It lists all the pages in your profile that you can link to. Select the Edit Page we just created and click OK.
  
  
  
  
• Click continue to save the layout, which now contains a link to the edit page.

You have just completed the setup of a basic edit page. Our published page now includes the edit link we just creates as shown here:



And clicking the edit link loads the edit form as shown in this screenshot: Conclusion
This article demonstrates how to set up a basic Edit Page for your data. Now that you have an overview of how Edit Pages are setup and how they work, you should learn more about creating Custom Edit Forms and Using Edit Page Permissions.