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For complete details on publishing, using and managing custom controls see Control Templates. |
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.
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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
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- Clicking inside a section or clicking on the
Edit 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.
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If you do not see the Data Sources tab it may be hidden via the form server's configuration. See Installation Task Show/Hide Data Sources.
Form Outline
This area is only visible when you are in the Rules view. The form outline list all of the controls in this form and all of the properties applicable to particular controls. The form outline is very helpful when writing business rules. You can copy/paste control names from the form outline to your rule to avoid typos and case issues.
Form Canvas
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:
- Click the
- Click the the
- Click the
- Click the
- Click the
- Click the the
- Click the
- Click the
- When you click the Click the
- The current version number of your form shows to the right of the form title. When you create your form, the version number will be zero. It will increase each time the form is saved by clicking on the
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If you click on the Submit button in a form that contains invalid data or required fields that are empty, the invalid fields will be highlighted with an orange background color. The designer can also display a message instructing the user what to do. This method is very helpful to users when trying to determine why a form does not submit. Refer to this topic for the details.
Both buttons have properties that you can customize, so you are free to change the names of these buttons by editing their labels. Additional Submit Controls can be added to the form by dragging/dropping the submit control from the palette. The validation behavior described above applies to added Submit controls as long as the Enable if Valid property is checked.
There is a special template Uri variable named {_frevvo_submit_name}. This template gets converted to the name of the submit button the user clicked when they submitted the form. This feature makes it possible to pass to the back-end system which submit button was clicked (if the form contains multiple submit buttons), so the back end can switch the functionality based on which button the user chose.
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When you click the Cancel button, a confirmation message displays. You can internationalize this message - it will be part of the form/workflow strings even though there is no Cancel button for workflows.