Navigating the Product Table Forms

Entries per page: This drop-down field determines how many entries are displayed in the Form list. This is generally not an option that needs to be used, as the general configuration of the Tab view only displays the Default tab container Search: This field is used to perform a partial or full-name search across the form entries. Add Form: This button opens the form design canvas. Form Name: This field is used to identify the name of the form. Display Name: This field is used to identify the form within the UI to the system user. Definition: This column lists the form purpose. IsDefault: This column identifies whether the form is the default used in the UI by system users. The form default set by clicking the Mark Default button. Actions: This column displays the actions associated with managing the form. Options include Edit, Build, Manage Tabs and Delete. The Edit button is used to update the form name, display name, and definition through the Add/Edit Forms. Build Form enables the creation and editing of the form through the design canvas. Manage Tab provides access to the container that holds tabs, either to create new tabs or to maintain existing ones. The Delete button removes the form.

Form Name: This label lists the name of the form Design Canvas: The design canvas is used to build the form by placement of sections, headers, fields, and record views. Section element: This element is used as a container for the Header elements, fields and views. Within the UI, sections are clickable breadcrumbs within the vertical navigation tree. Sections are identified with a label name. Header element: This element is a container for fields and views. Headers can be identified with a label name. Table Field List: This section lists the fields configured into the table to which the form is bound. Save Form: This button saves the changes made on the design canvas. Back: This button returns you to the form list. Configuration activities not saved on the design canvas will be lost. Widgets: These are pre-built elements that reflect universal record functions. Add Scripts: This element provides access to the Add/Edit script form. The product is supported by a library of pre-built scripts. An individual or multiple scripts can be allocated to the form. Foreign Key Views: This panel, located beneath the field listing, presents a summary of related tables as foreign key views. Views are inserted into the section or contained within a group header of the design canvas. An important note: not all forms will display foreign key views. Additionally, when you build a form, the underlying table may not have any foreign key relationships. Foreign Key views are determined by the creation of foreign key field types. The configuration of the foreign key views onto the form will allow system users to review, edit and create a linked record. For example, the funding record is linked to the client, thereby allowing multiple funding records to be maintained within the client funding record view configured to the client form. Views: This panel, located beneath either the foreign Key View or the table fields, presents a summary of linked views established through the table relationship form. Views are inserted into the section or contained within a group header of the design canvas. An important note: not all forms will display views. Additionally, when you build a form, the underlying table will not have any relationships defined. The configuration of the record view onto the form will allow system users to review and attach a linked record. For example, the Preferred support worker records are linked to the client, thereby allowing multiple employee records to be maintained within the care worker view configured to the client form.

Form Name: This field is used to identify the name of the form. Display Name: This field is used to identify the form within the UI to the system user. Definition: This column lists the form purpose. Close: This button closes the form without applying changes. Save Changes: This button saves changes made and closes the form