Precursor:

The app must have a login and the user must be logged in. See this article to create a login

Features

An edit profile form offers the following features:

  1. Users can save profile information, images, and more

  2. Users can make edits to their own profile

  3. User information can be stored in a data source

Get Started

To set up a profile editing form you’ll need to follow one of two different options:

  1. Edit your profile from a directory (list from data source)

  2. Edit your profile without a directory (list from data source)

Step 1 – Edit your profile from a directory (list from data source)

If you have a list from data source with a list of people (like a directory) and you want to allow users to edit their profile within the list:

  1. On Edit mode, click on the LFD component on the screen. ‘Configure your list’ options will appear on the right.

  2. You need to enable the option that allows users to edit their own profile from the dropdown under the “Configure your list” menu on the right.

  3. Click “Save and Close” at the bottom of the screen.

  4. Now go to Preview Mode.

  5. You will see a button above the directory listings that says “Me”.

  6. Click on the ‘Me’ button to open your own profile.

  7. Click on the “Edit” button at the bottom of your profile. When you have finished editing, click “Save changes”.

  8. You will need to have set up a form. For more information about setting up a form, read this article. When you click on the “Edit” button, you should be taken to a form that looks like this:

  9. If you use a list from data source (LFD) and the option to allow users to edit their own profile has been enabled, then you will need to link the “Edit” button to the screen on your app that contains the form. For information about how to link a form to a data source, refer to this article.

Note: Make sure that the names in the form fields are the same as the headings of the columns in the data source.

Step 2 – Edit your profile without a directory (list from data source)

If your app doesn’t include a list of all of the users/ a directory, but you want to allow users to edit their own profile information which might not be public, you can use this option to set up profile editing.

  1. Add a screen and select the Return to Office template.

  2. In Edit mode, select the “My status” screen from the options on the left. Click on the form component on the screen.

  3. Go to the “Settings” tab.

  4. If you have a List From Data Source (LFD) you do not need to complete this step. If you do not have an LFD, under Submission, when the form is loaded, select the option to “Load the data from user’s profile”.

  5. Click on the blue “Save & Close” button at the bottom of the screen.