Form Designer

Opening the Form Designer

Use the form designer to configure the form layout, properties, and elements.

1. Open the template form list.
2. Double-click a form row.
3. The form designer will be displayed.
4. Configure the form.

   

   Form Designer

Form Designer Elements

1. Element panel — a palette of elements to drag onto the form: attributes and visual elements. See Element Panel Operations. Use this panel to:
   • Drag and drop elements on the form layout.
   • Search for elements.
   • Filter element list by element type.
   • Create and edit attributes, buttons, and forms.
2. Form layout sets the form's visual appearance.
3. Properties panel — view and configure the properties of the selected element.
4. Buttons:
   • Save — save the form.
   • Clear — remove all elements from the form layout.
   • Clone — create a form duplicate.
   • Configure template — go to the template Properties page.
   • Relations — view a list of application objects that use the form.

Form Properties

1. Display name — the form name that will be displayed in its header when viewing template records.
2. System name — a unique form name, for use scripts, expressions, and scenarios.
3. Is default — check this box to display this form by default when viewing template records.
4. Type:
   • Public — select this type for the form to be viewed using the form selection dropdown next to the form title.
   • Internal — select this type for the form to be displayed only if it is embedded in another form or is set as a record form (eg. for process start, record creation, dialogues).

Form Elements

You can place the following elements on the form.

• Region — contains all other form elements. You can drag other elements only onto the area. The form must have at least one region. There can be several areas on a form.
• Tabs — arrange form elements on several tabs.
• Columns — arrange elements in several columns.
• Static text — arbitrary text with HTML formatting.
• Attribute field — when you drag an attribute to the form layout, a field associated with the attribute is created. Field properties correspond to the associated attribute type.
• Embedded form — you can drag another form onto the form layout to embed it into the current form.
• Button area — provided for each form and each area. Buttons can be placed only in the button areas.
• Button group — combines buttons into a dropdown.
• Button Separator — visually separates buttons within button areas.

Configuring the Form

1. Drag the required elements from the elements panel to the form layout.
2. To set the form properties, click an empty layout area and configure the properties using the properties panel.
3. To set the properties of a form element, select it in the layout and configure the properties in the properties panel.
4. Click Save.

Editing the Form Rules

1. Click the selector button next to the form title in the designer.
2. Select Form Rules from the dropdown.
3. The rule builder for the form is displayed.
4. Edit the form rules.
5. Click Save.

   

   Jump menu to form rules designer

Element Panel Operations

Creating an Attribute

1. In the element panel:
   • Hover over the Attributes heading to create an attribute in the current template, or…
   • Hover over the template name in the element list to create an attribute in the corresponding template.
2. Click the Add Attribute button that appears.
3. The attribute creation window will be displayed.

   

   Creating an attribute using the form designer

Editing an Attribute, Button, or Form

1. Hover the mouse pointer over an attribute, button, or form name in the elements panel.
2. Click Edit Attribute, Edit Button, or Edit Form button that appears.
3. The attribute properties window, the button designer, or the form designer will be displayed.

   

   Editing a form using the form designer

Creating a Button

1. In the element pane, hover over the Buttons heading.
2. Click the Add button button that appears.
3. The button creation page will be displayed.

   

   Creating a button in the form designer

Cloning a Form

1. Click Clone.
2. In the form cloning window, enter the form name and system name.
3. Click Save.
4. The new form will be opened in the form designer.

   

   Form cloning

Related Articles

Viewing the Template Form List 

Creating a Form