Skip to main content
All CollectionsNew to Formaloo
How to create an app
How to create an app

Create interactive apps and portals. Add charts, Kanban boards, & manage user access - all in one place.

Updated over a week ago

Open the new dashboard, and click on '+New Formaloo.

There, you have options to create your apps:

Choose 'Form' or 'Survey', whether you want to create a form or a survey.

If you choose to create a survey, FormLoo will automatically generate a default survey with a results page and charts. You can customize this survey later.

Once the form or survey is created, you can click on 'Edit base' to open the default template.

Here, you can edit the questions, add new ones, or customize the design according to your preferences.

You can easily delete, and rename the pages' name or their icons. And duplicate, or delete them ;

add page

How to add a form to your app

To add a form, create a page and add your form inside the page. You can easily search and find your form from the search bar:

add form

📝 Additional insights:

How to add charts

You have different options to show the result page. Click on the + sign inside the page and select chart. Now you can search and find your form and select it.

add chart

Add kanban view

In the Kanban view, you can see different sort and filter options. You can filter by date, fields, tags, etc.

These filter options are also available in other views. (table, chart, and gallery)

kanban view

📝 Additional insights:

How to publish your app

To publish your app, click on the settings at the top of your dashboard and you can see the public URL on the opened menu on the right side.

You can enable the user portal mode in this menu.

publish app

📝 Additional insights:

How to add and edit users' data

When you enable portal mode, the user portal button will be added at the top of your dashboard. Click on it and select your users' table or add it manually. Here you can see filter options as well.

users data

How to manage access on menu and pages

You can easily manage access to different pages on your app.

Select the "Access" option and you can see different access levels on your page:

  • Public

  • Non Logged in users

  • Logged in users

  • Specific user access levels

  • All team members

  • Specific team access levels

manage access

When you select "Logged in users", the page is visible only when the user is logged in to your app.

access management

🗄️ Old dashboard:

To create an app with multiple views in the old dashboard, click your formaloo in the dashboard. It opens a page showing your formaloo results and charts.

Add new data views

You can add more pages that contain views of your data. To do so, click Edit App from the left menu. Here, you can add new menus to your app and then add new pages to each menu.

Select + Add page to add a new page to your menu. Here, you can select to add a link, a sub-menu, or a view block.

Did this answer your question?