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The Custom tab is like a favorite's area for the current designer. Adding control templates to or removing them from the Custom tab is not the same as adding or removing control templates. This removes the templates from the currently logged in designer's favorites. There could be 100's of control templates published by designers in a given tenant, but only 10 of them have been added to by the designer to his/her Custom tab favorites. Note: each individual designer will have their own Custom tab with their own set of avorite favorite control templates.
Control Template Types
There are two types of control templates that you can create in Live Forms in – modifiable templates and read-only templates. In some cases may you want to publish a control template and allow them to be completely modified when used in other forms. These modifiable control templates are basically a starting point to a sightly slightly or entirely different control at the discretion of the designer using it. Note that by changing the name of a control, you may break rules published with the control. In other cases, you may want to publish read-only control templates. A designer using a read-only control will not be able to remove nested controls nor change any properties that affect the underlying data binding (e.g., the name property). The designer can still change other UI-related properties such as styles and labels, and rearrange any nested controls on read-only templates.
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There are two ways you can publish a control in Live Forms :
- Clicking the Publish Control Template link, in the control properties pane, or
- Dragging and dropping the control onto the Custom tab header
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Next, you will see the Publish Control Template dialog where you can enter a name and description for this template, a category, and any number of comma or space-separated tags. See the Manage Control Categories topic for instructions for adding or removing control template categories.
Click Submit and you will see a confirmation page that once closed will refresh the page. If you used the drag & drop approach above, you should see the published control automatically added to your Custom pane.
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The image, video, link, trigger, table,upload controls and any controls inside a read only section cannot be dragged dropped into the Custom Palette. Use the Publish Control Template link instead. |
Publishing Controls with Rules
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When the above conditions are met, the Publish Control Template dialog will list the candidate rules (see next screenshot) allowing you to select the ones you want to publish with the control. Note that as soon as at least one rule is selected the read-only checkbox will also be selected: you can only publish controls with rules in read-only mode. Since it is not possible to edit rules after the control is published, this restriction exists to make sure that no changes that could break the rules will be allowed when using the template.
Prefix Property
If you mark a custom group control read-only=true, then when it is used from the Custom Area and dropped back onto any form, it will not be editable. This means that you cannot delete or rename controls from within a read-only group. You can only delete the entire read-only group, and change the styling, validation, etc.. properties.
Custom group controls marked read-only=false can be edited completely. You can drag other controls into the group and delete any one or more controls from within the group.
Any rules used by a custom group controls can be carried along with the custom group. The wizard will show you all the rules used by the group and will allow you to pick and choose among them. As soon as you choose one or more rules, the group is automatically marked as read-only=true. This is because editing the name of one of the controls in the group could break the rule.
Rules carried along into a custom group control are not visible when dropped into another form. This is because they are not editable. The only rules that can be carried into a custom group control are those that entirely reference controls within the group. If a rule references controls both within and outside the group they cannot be included in the custom group since they would not be functional. The custom group wizard will exclude such rules automatically.
Custom groups with rules included when dropped back onto the same or another form, will contain a special "Prefix" property. The property will automatically be given a unique value if you drop the group onto the same form 2 or more times. This ensures that the group controls have unique element name. You can view the impact the prefix has on the element names by viewing the form's schema.
Custom Section groups will include the prefix on the parent XML element only. This is enough to make all the child XML elements and the parent (the section itself) unique. Panels, Tabs & Repeats are not created in the schema as Complex Types. Thus all the top level controls inside these custom group types will be named with the prefix. Any Sections within these types will, as a top level control itself, have the prefix. But all it's child elements will not have the prefix since it's again not required to make them unique.
You can edit the "Prefix" property but frevvo will not allow you to make it non-unique.
Adding/Removing Templates to/from the Custom
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You can add control templates to the Custom pane by clicking the Search link found there. This will show the Search Control Templates dialog where you can search for the template you are looking for.
This search dialog will show, by default, the first 10 templates ordered by the date when the control was published. You can then page through the templates by clicking Next or Previous.
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- Column 1: Include/exclude from Custom pane (checked/unchecked)
- Column 2: Control type icon (Section, text, dropdown, etc)
- Column 3: Template name
- Column 4: Template created date
- Column 5: Template tags (space separated)
You also can get see who created the template and when by hovering over a given row in the results table.
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If you want to remove control templates (instead of removing from the Custom pane) from Live Forms , you need to make sure you are logged in as the tenant admin and navigate to the Templates > Templates by Category or Templates > Templates by Tags page from the top menu. There you will see the list of published controls and can remove them one by one.. See Manage Control Templates for the details.