Forms Screen

Use the Forms screen to edit and delete forms. To access this screen:

1.      Click the Administration icon in the upper navigation pane.

The Administration menu is displayed in the left navigation pane.

2.      Click the Customization icon in the Administration menu.

The Customization menu is displayed.

3.      Click the Forms icon in the Customization menu.

The Forms screen is displayed.

Forms_Screen.jpg 

Note:      Fields with bold text on the screen are required. All other fields are optional.

The following table defines the components on the Form Customization screen.

Component

Description

Search Pane

Form ID field

Displays the form identification number. You use this number to link layouts to forms.

Each Apptricity application is assigned a number range. You must use a number within the application’s number range to create the form successfully.

Form Name field

Displays the name of the form.

Form Class field

Displays the URL for the form.

Search button

Allows you to search for forms matching the criteria entered in the Search pane.

Reset button

Allows you to clear all data entered in the fields in the Search pane.

Form Search Results Pane

This pane displays the results that match the criteria you entered in the Search pane fields.

Form_Search_Results_Pane.jpg 

The following table defines the components on the Form Customization screen.

Component

Description

Search Results Pane

Form ID column

Displays the forms matching the number you entered in the Search pane.

Form Name column

Displays the forms matching the name you entered in the Search pane.

Class Name column

Displays the forms matching the class you entered in the Search pane.

Add Forms Pane

On this pane, you can edit or delete a form.

Add_Form_Pane.jpg 

The following table defines the components on the Add Forms pane.

Component

Description

Add Pane

Form Name field

Enter the name for the new form.

Form ID field

Enter the number for the form identifier.

Application list

Select the application where the form is used.

Number of Columns field

Enter the number of columns needed.

Number of Rows field

Enter the number of rows needed.

Class Name field

Allows you to enter the URL for the page.

Page field

Displays the name of the page you are modifying.

Change Page button

Allows you to change the page associated with the form.

Save button

Allows you to save the form.

Delete button

Allows you to delete the form.

The following table defines the components on the Add Forms pane.