The Canvas app's flexible design allows for the creation of dynamic interfaces, enabling users to effortlessly input expense details through customized forms. The app can feature interactive elements such as date pickers, drop-down menus for categories, and numerical input fields for precise amounts.
Expense entries are seamlessly integrated into a visually appealing list view, using galleries that offer an organized and easily navigable display. Users can efficiently browse, search, and filter through their expenses, gaining a comprehensive overview of their financial transactions.
Home page is the first thing, whoever will be logged in will be able to see.All options will be visible to Admin.
The three options will be visible to user.?
Creating an expense form in a canvas app can streamline the process of expense tracking and make it more accessible for users.?This screen will be visible to both Admin and User. Here the Expense can be created, and all the fields are mandatory. Here the modern controls are used.
- User-Friendly Interface: Design an intuitive and user-friendly interface that simplifies the data entry process. Use clear labels, organized layouts, and logical navigation to guide users through the form seamlessly.
- Customizable Input Controls: Utilize a variety of input controls such as text boxes, date pickers, drop-down menus, and checkboxes. Tailor these controls to capture different types of expense information, making the form versatile and adaptable to various scenarios.
- Dynamic Form Validation: Implement real-time data validation to ensure accurate and consistent entries. Set up validation rules for fields such as date ranges, numerical inputs, and mandatory information, providing instant feedback to users and reducing errors.
- Integration with Data Sources: Connect the expense form to a data source, such as Microsoft SharePoint or Dataverse, to store and manage expense data. This integration facilitates data retrieval, updates, and ensures a centralized storage system.
- Multimedia Attachments: Allow users to attach receipts or supporting documents directly to the expense form. Incorporating multimedia attachments enhances transparency, compliance, and provides a comprehensive record of each expense.
- Automatic Calculations: Enable automatic calculations for total expenses or specific fields. This feature simplifies the data entry process, reduces manual errors, and ensures accurate calculations without requiring users to perform complex math.
- Conditional Visibility: Use conditional visibility to show or hide certain fields based on user input or specific conditions. This feature helps keep the form clean and relevant, displaying only the information necessary for each expense entry.
- Submission Triggers: Implement a submit button that triggers the process of saving the entered data. Utilize functions like 'Patch' to update the data source with new expense information, ensuring that the form seamlessly integrates with the backend system.
- Notifications and Alerts: Integrate notification features to inform users about the status of their expense submission. Provide feedback on successful submissions or display error messages in case of issues, enhancing the user experience and reducing uncertainty.
- Article Originally Published on Bitsquad Software
