Creating a Reference Request Form Using Five
In this quick guide, we’ll outline the steps to create a Reference Request Form using the Five development environment.
Step 1: Create a New Application
1.1 Go to the Applications section in Five.
1.2 Click on the yellow Plus icon to add a new application.
1.3 Name your application Reference Request Form and save it.
Step 2: Set Up Your Database
2.1 Access the Table Wizard from the Data menu.
2.2 Create a table named References with fields for Name, Email, Phone Number, and Reference Request Details.
2.3 Ensure that your database is correctly set up by using the Database Modeler to visualize the structure.
Step 3: Create the Reference Request Form
3.1 Navigate to Visual > Form Wizard.
3.2 Select the References table as your main data source.
3.3 Configure the form to display fields like Name, Email, Phone Number, and Reference Request Details.
3.4 Save the form and ensure it is user-friendly for easy submissions.
Step 4: Implement Form Validations
4.1 Go to Setup > Display Types to create custom validation for email formats and required fields.
4.2 Apply these validations to the relevant fields in your Reference Request Form.
Step 5: Integrate with Slack (Optional)
5.1 If desired, integrate your form submission with Slack to notify a channel whenever a new reference request is made.
5.2 Use Logic > Code Editor to write a function that sends HTTP requests to your Slack webhook.
Step 6: Deploy and Test Your Application
6.1 Click on Deploy to Development to make your application live.
6.2 Test the Reference Request Form by submitting a request and confirming successful data capture.
Congratulations, you’ve successfully created a Reference Request Form using Five!
