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Menu Commands

Menu Commands

Tap Forms gives you the ability to perform a variety of commands on forms, records, and layouts. For example, you can delete a form, duplicate a form, share a form template with others, and import a form template you’ve been given by others. You can create new…

Creating a New Form

Documents, Forms, Fields and Records » Creating a New Form

1. Click the + button at the top-left of the window. A new form will be created with a default field and the Form Inspector panel will display on the right of the window. 2. Select an icon for your form and give your form an appropriate name that represents the…

Export Records

Export Records

Along with importing CSV files, Tap Forms can generate CSV files so you can use your Tap Forms data in other applications. To export your records, click the File menu and select Export Records… The various options on the Export Records screen tell Tap Forms…

Relationships

Relationships

Tap Forms has the ability to link forms together to establish relationships between them. There are currently three types of links: One to Many Many to Many Join To make it easier to identify what is being talked about in this section of the documentation,…

Using the Built-in Forms

Documents, Forms, Fields and Records » Using the Built-in Forms

1. Click on the My Forms popup button and switch from the My Forms item: to the All Forms item: You should now see a list of all the built-in forms that are available to you. You may need to expand the categories to display the list of forms beneath each…

Searching

Documents, Forms, Fields and Records » Searching

Tap Forms can perform two kinds of searches. Search across all text and number fields in a form by using a simple search term. Create one or more Saved Searches which target specific fields for filtering your records. For basic searches, just enter a search term…

Field Types

Documents, Forms, Fields and Records » Field Types

Tap Forms has 23 different field types. Each field type has its own set of properties that can be set in order to customize the way Tap Forms displays and edits your data. The following table describes all the field types available in Tap Forms. Icon Field…

Import Records

Import Records

Tap Forms provides a wide variety of options for importing data from other applications. You can import both CSV text files and Excel XLSX worksheet files. Before you can import a CSV file to Tap Forms you must export it from another app to a text file. The text file…

Documents, Forms, Fields and Records

Documents, Forms, Fields and Records

A Database Document is a file which contains both an SQLite database file along with any photos and file attachments. Within the SQLite database file Tap Forms stores your Categories, Forms, Records, Fields, Pick Lists, Saved Searches, and custom layouts. A Form is…

Pick Lists

Pick Lists

Pick Lists are convenient lists of values that you can use on any Text or Number field in any form. You can even share the same Pick Lists between different forms and fields. You can create single select, multi-select, combo boxes, or popup button Pick Lists. They all…

Views

Views

Tap Forms 5 has 5 different ways of viewing your information. Single-Column List View Multi-Column List View Calendar View [New] Map View [New] Photo Grid View [New] This topic will describe how to use the 3 new views. Calendar View Records with a date field…

Bento Fields in Tap Forms

Bento Template Importer » Bento Fields in Tap Forms

The following table describes how Tap Forms imports Bento forms and fields. Field types not on this list are not supported in Tap Forms. !Note: Tap Forms 5.2 now supports importing Bento’s Simple List field type. Bento Tap Forms Form …

Layout Designer

Layout Designer

The new layout designer makes creating beautiful layouts as easy as dragging and dropping. To create your first layout, click the + button beside Default Layout The Layout Inspector panel will automatically display on the right when you add a new layout. But…

Printing

Printing

Tap Forms has 4 different ways of printing your records: Record Details with the Default Layout Record Details with a Custom Layout Table of records in a list format Labels in a grid format To print your data, click on the File menu and then click on the Print…

Bento Template Importer

Bento Template Importer

Tap Forms for Mac includes a Bento Template Import command to help you migrate from Bento to Tap Forms. Bento has been discontinued by FileMaker and is not fully compatible with OS X 10.10 Yosemite. !Tap Forms will import Bento 3.0 to 4.1 version templates. However,…

iCloud Sync

iCloud Sync

Tap Forms 5.1 now support syncing your database documents via Apple’s iCloud servers. Before you can sync with iCloud, you must: be logged into the same iCloud account on every one of your devices you wish to sync. have iCloud Drive enabled. To setup…

Barcodes

Barcodes

Tap Forms can now generate and print 24 different kinds of barcodes. The following barcode symbologies are supported: Coda bar Code 39 modulo 43 Facing Identification Mark Pharmacode One Track Code 11 Code 93 Interleaved 2 of…

Apache CouchDB Sync

Apache CouchDB Sync

!This is an advanced topic which describes how to install and setup your own CouchDB server. Running your own CouchDB server will allow you to have your own sync solution within your own network without incurring the limitations of Nearby sync. You won’t have to…

Sending to Another Device

Sending to Another Device

Documents to be synchronized to another device must be identical. Therefore, you must migrate the database on one device only and then send that migrated document to your other device(s). Then set up synchronization between the various devices. Documents can be sent…