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  • Create a dashboard called Template Dashboard
  • On the dashboard, create a new form
    • Double click on the background to bring up the configuration form for the form, call it Template Form
  • Open the Basic Components palette
  • Drag on an Area to your form
  • Update the name of the area to Basic Form Edit Buttons Template
  • Drag the area out so that it is large enough to accommodate all four buttons
  • Create template copies of the buttons on the contacts app:
    • Note: you could, instead, re-create the buttons from scratch; but since you can use the buttons in the contacts app with only minor modifications, this is a useful time saver
    • Open the layout for the contacts edit form:
      • Under the application Contacts, in the repository browser open the list of Layouts
      • Find the layout for the contacts edit form - we called this Contact Details
      • Expand this layout - you will see all the components you have configured on the contacts edit form
    • For each of the four buttons, right click and select Copy as a template
  • Find the layout copies of the buttons:
    • In the repository browser under Contacts, open the list of Layout Templates
    • You will see the list of buttons
  • Remove rules specific to handling contacts:
    • Open configuration for the template copy of Add Contact - remove the custom action, since this applies validation specific for contacts
      • Update the name of the button to Add (this step was missed in the video)
    • Open configuration for the template copy of Update Contact - as above, remove the custom action
      • Update the name of the button to Update (this step was missed in the video)
    • Note: the Clear Contact Fields button has no custom action
      • Update the name of the button to Clear Fields (this step was missed in the video)
    • Note: the Delete Contact has a custom action, but this just sets the confirmation message to something that is widely applicable, so we can leave this in place
      • Update the name of the button to Delete (this step was missed in the video)

Complete creating of area template including buttons

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Create a Close button. Although dashboards already have a close button, it might be easier for some users to see a button labelled Close next to the other buttons in the form.

Create On your Template Dashboard, create a close button - this needs to do nothing other than close the current dashboard. You can do this by adding a custom action with Close Parent Dashboard ticked. Then add this button to your You can create this action on any of your existing streams - or even create a new stream (called, say, Template Actions) that acts as container for actions that are used across multiple apps, and do not relate to a specific data set. 

Update the name of the area Basic Form Edit Buttons Template template, and re-add the template to , that contains the buttons, and save this as a new template.

Replace the buttons on your country list app with the new set of five buttons by dragging on the new template.


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Next chapter: TODO