This guide walks through new users in creating a simple data entry table app using the App Builder. Our basic goals for this data entry table app will be the following:
- The app will use the Departments table as source data.
- Authorized roles will be Contributor and Editor.
- Authorized users will be able to do transactions with the table.
- Allowed actions will be insert, edit, and delete.
- Authorized users can search and export this table.
- Set a relationship using the Employees table as a child table.
- Set the form grid to 2 cells per row.
- Change the color theme for both the table and form to green.
- Enable backend access for authorized users.
Create A New App #
1. From the WordPress admin, go to WP Data Access > App Builder, and click on the Create New App button.
2. Go through the App Wizard, and select Data Administration as the App Type. On the Authorization step, choose Authorized Access and select Contributor and Editor under Roles.
3. Once the app is created, click on Run & Build to open a table view of your app. On this page, we’ll start setting up the following using both the Table Builder and Form Builder.
- Enable row actions in the app.
- Set the form grid to 2 cells per row.
- Rename field names.
- Set up a relationship using the Employees table as a child table.
- Change the color theme for both the table and form to green.
- Enable backend access for authorized users.
1. Enable Row Actions #
All row actions are enabled by default when you first create a data administration app. You can find this setting by clicking on the table builder icon and going to the Table option tab, then scrolling down to Row Actions.
Disabling a row action will hide the icon corresponding to it.
2. Set the form grid to 2 cells per row #
Open the Form Builder toolbar and go to Form > Grid. Set the “Cells per row” to 2.
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3. Rename Field Names #
Field names are the same as the table’s column names, however, you need to rename them from both of the builders.
While the Table Builder/Form Builder toolbar is open, go to the Columns option tab. To rename the column names, click directly on the column name and type to edit. The changes will appear real-time on your table, however, you need to click OK or Apply to save the changes.
4. Set up a Relationship #
Set up the Employees table as a child table by running the Relationship Wizard under Form Builder > Form > Relationships. Set the Display Type to Tabs.
5. Change the color theme #
Changing the color theme from either of the builders will change the color for both the table and form.
6. Enable backend access for authorized users. #
Authorized users can access the app both on the backend and frontend (using shortcodes). To enable backend access for authorized users, go to the App Builder dashboard, hover on your app, and click on Manage App. Go to Access > Backend Access > enable “Add App to WordPress dashboard menu“. Add a title to be shown on the WordPress menu.
Contributors view of the Departments app in the backend
