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To use a control from the Custom Palette, click on it and drag it into your form. Once the control is in your form, you can modify any of its properties or simply leave it as it was. To delete any control from the Custom Area, simply click the icon.
If the control was published as "Read Only", which is often the case with controls published with associated business rules, you will not be able to edit certain properties, such as the control name and control type. Whenever that control is selected for editing, you will also see a blue banner, "This form is read only.", at the top and bottom of your form.
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Any modifications you make apply only to the form you’re working on — your changes will not affect the version of the control that's inside the Custom Area and will not affect other forms where you also used this custom control. |
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This is where you define values in a dropdown box, set the max length for an input field, create tooltips, and additional control customization. When you click on a control in your form, the Properties area displays the control’s properties so you can view and edit them.
Properties Navigator
There are also form properties; click the toolbar at the top of the forms work area to access these.to display the Properties Navigator in the lower-left portion of the Form Designer. This panel shows information about important properties setup for the form.
Use the Form Properties wizard to add/modify your form properties.
Open the Forms Properties wizard by:
- Clicking inside a section or clicking on the
Edit Form Properties icon in a section of the Properties Navigator. This immediately displays the property tab for editing.
- Clicking the
Refer to the Forms Properties Navigator topic for more information.
Data Sources
This area displays the list of XML schemas added to the current application. You may add to your form one or more elements from any schema listed here by clicking Add from Schema, but you first must upload the schema into your application from the Schemas tab. Please see Data Sources.
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The right side of the Form Designer is the work area where you'll drag and drop controls from the palette to design your form. At the top of this area is the toolbar. Initially the canvas is empty except for a submit and cancel button and possibly a save icon. The form canvas area is highlighted below in the red border
Toolbar
The toolbar at the top of the forms work area is visible when you are designing your forms but it is not visible to you when you test your forms or when your users access your forms. Notice the icons on the toolbar. Hover over the icons to display a tooltip describing their function. The toolbar includes the following buttons:
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