Run 7 → Create Resources

Introduction Part 1

Welcome SwitchBase Admins!

Time to hit your personal Test Track SandBox, where you can explore venue design.

As a Test Track Admin, you'll have every SwitchBase privilege needed to define Resources, deliniate Groups, invite Users, create and share Forms, Chats, and Dashboards. This is a place to experiment, build out scenarios, and test use cases before transporting your ideas to your professional Organization.

→ in SwitchBase Web

1. Read About → Groups, Users & Resources

Start by reading this key Help Center article → Groups, Users & Resources (6 min)

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Introduction Part 2

Create your Resources

You’re now ready to build out your Test Track Resources.

We’ll use Templates to instantly create your Issue, Event, and Lost & Found Forms and Dashboards, including an Event Controller with Event Markers.

Then, we’ll head to Lesson 8 for a test Run!

2. Read About → Creating Forms

Start by reading:

• Our Create Forms with Templates article (3 min)
• If you get some extra time, read our basic Form Skills article (7 min)

3.Try It → Add Resources to your Test Track

1. Accept and open your Test Track organization → Hint ✋

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2. Click Forms from the Admin menu → and select Create Form

   

3. Create 3 new Forms, their Dashboards and an Event Controller as follows:

   • Form 1. Use a Template to create an Issue Form & Dashboard → Steps ▶

   • Form 2. Use a Template to create an Event Form and its Event Controller Widget to be added to your Dashboards → Steps ▶

   • Form 3. Use a Template to create a Lost & Found Form and the Missing & Found Dashboards → Steps ▶

   

4. Click Forms again to see your four new Forms!

5. Notice three new Dashboards too! → Click each Dashboard from the Navigation panel to get a feel of the Widgets that were generated by the Templates

6. Click Org Resources from the Admin menu. → How many total resources are displayed? (We'll bet it's 7 or more. Your Test Track is starting to take shape.)

   

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