Create/Edit a Form

There are several ways to create a new form. You can use any of the following methods:

• Create a new form and add fields and controls manually.
• Create a new form and add fields and controls using the Form Wizard.
• Clone a form from an existing one and edit the fields and controls manually.

To create a new form and add fields and controls manually:

1. Open the Form Editor.
2. From the Blueprint Editor menu bar, select Form > New Form.

   The Form Properties - New dialog box is displayed.

3. Enter a name for the form.
4. Select a form type.
5. (Optional) Enter a description of the form.
6. Select OK.

   An empty form opens.

7. To create your form Design:
   • Select a form background color.
   • (Optional) Edit the Adaptive Layout properties for your form to change its dimensions.

     Each form consists of at least one adaptive layout that defines the form's targeted dimensions. This is the base layout that is generated automatically when you upgrade an existing form or create a new form.

   • Add one or more form controls to the form: Field, standard, and special controls.
   • Define how each form control looks and behaves on the form: text, tooltip, color, image, size, alignment, anchoring, layering, visibility, enabling/disabling, tab order.
   • (Optional) Make the form the default form.
   • (Optional) Create additional Adaptive Layouts for your form so that it can be viewed on different devices.
8. Publish the Blueprint (File > Publish Blueprint) to commit the changes, or save the Blueprint (File > Save Blueprint) to continue making other changes.

To create a new form using the Form Wizard:

The Form Wizard, accessed from within the Form Editor in a Blueprint, is a specialized tool that automatically creates a new form with all the appropriate fields and control properties. Afterwards, you can tweak the controls and properties as needed.

Fields that are 42 characters long cannot be added to a Business Object when using the Grid Wizard or Form Wizard. You can, however, add 42-character fields manually.

When you create a form using the Form Wizard, the wizard does the following:

• Prompts you to select a form theme.
• Adds all the appropriate fields from the Business Object, assigning a field form control and label control.

If you run the Form Wizard on a form that has two or more adaptive layouts, all of the layouts are removed and the base layout's dimensions are reset.

1. Complete steps 1–6 as described in the above procedure for creating a new form manually.
2. Select Form > Form Wizard.
3. Select a Theme to use on the form, and then select OK.
   The Form Wizard automatically adds all the fields from the Business Object to the form and applies the theme colors, fonts, and styles.
4. Choose from the following:
   • Select a Form background color.
   • (Optional) Edit the Adaptive Layout properties for your form to change its dimensions.

     Each form consists of at least one adaptive layout that defines the form's targeted dimensions. This is the base layout that is generated automatically when you upgrade an existing form or create a new form.

   • Add one or more Form Controls to the Form: Field, standard, and special controls.
   • Define how each Form Control looks and behaves on the Form: Text, tooltip, color, image, size, alignment, anchoring, layering, visibility, enabling/disabling, tab order.
   • (Optional) Make the Form the default Form: Applicable only for standard and mini-summary forms.
   • (Optional) Create additional Adaptive Layouts for your form so that it can be viewed on different devices.
5. Publish the Blueprint (File > Publish Blueprint) to commit the changes, or save the Blueprint (File > Save Blueprint) to continue making other changes.

To create a new form by cloning an existing form:

1. Open the Form Editor.
2. From the Blueprint Editor menu bar, select Form > Clone this form.
   The Form Properties - Clone dialog box is displayed.
3. Enter a name for the form.
4. Select a form type.
5. (Optional) Enter a description of the form.
6. Select OK.
   The cloned form opens.
7. Make changes to the cloned form as required by changing the existing fields and controls.
8. Publish the Blueprint (File > Publish Blueprint) to commit the changes, or save the Blueprint (File > Save Blueprint) to continue making other changes.

To edit a form:

1. Open a form in the Form Editor.
2. Make your changes.

   To access the form properties, from the Form Menu Bar Item, select Form > Form properties.

3. Publish the Blueprint (File > Publish Blueprint) to commit the changes, or save the Blueprint (File > Save Blueprint) to continue making other changes.