New Form

From the Form Builder page, you can create new forms. To create:

1. Click the New Form button to bring up the New Form wizard
2. Enter the properties of the new form on the Form Properties tab
   
   1. Name – Enter name of the form (required)
   2. Title – Enter title of the form (optional)
   3. Header – Enter header of the form displayed below the title (optional)
   4. Description – Enter description of the form (optional)
   5. Data Source – Select the data source of the form (e.g., Computer data type) (required)
   6. Form Type – Choose the type of the form (Create New Record, Update Selected Record) (required)
   7. Enabled – Choose if the form is enabled (required)
3. Add fields to the new form on the Form Fields tab
   1. Click the Add Field button to add fields to the form
      
      1. Order – Change the order of the fields
      2. Data Column – Select the data column of each field. Previously selected data columns are displayed in italics. The data column of the Name field cannot be changed.
         
      3. Required – Select if the field is required when creating or editing. A required field is denoted with an orange asterisk when creating or editing. The Name field is required and cannot be changed. The default setting is No.
         
      4. Read Only – Select if the field can be edited. A read only field is denoted with a lock and grayed out when creating or editing. Required fields cannot be read only. The default Setting is No.
         
      5. Limit Values – Select the values (Lookup data columns only) to limit the available selections in the drop down menu (e.g., only display Desktop and Laptop in the Computer Model drop down)
         
      6. Label – Enter the label of each field
      7. Tooltip – Enter the tooltip of each field
         
      8. Descriptive Text – Enter the descriptive text of each field
         
      9. Width – Select the width of each field (full, half)
         
      10. Action – Delete a row before it is saved to the form
      11. Add Field – Add new rows for additional fields
   2. Click the Add Text button to add text fields to the form
      
      1. Text – Enter the text of each text field
      2. Width – Select the width of the text field (full, half)
      3. Action – Delete a row before it is saved to the form
      4. Add Text – Add new rows for additional text
4. Define how fields on the form are displayed or hidden on the Form Rules tab
   
   1. Source Field – Select the source field (drop downs only) of the rule
   2. Operator – Select the operator of the rule (equals, not equals)
   3. Value – Select the source value to match
   4. Action – Select the action to apply to the target when the source value matches (disable, show)
      1. Disable – Disable the target on the form (target is enabled when the form opens)
      2. Show – Display the target on the form (target is hidden when the form is opened)
   5. Target – Select the targets of the action. Targets include any field (aside from the source field) and the submit button.
   6. Action – Delete a row before it is saved to the form
   7. Add Rule – Add new rows for additional rules
5. Define the look and feel of the new form on the Design tab
   
   1. Form Width – Choose the width of the form (small, large)
   2. Form Color – Select the color of the form (black, green, light blue, red, yellow)
   3. Button Icon – Select an icon for the form button (displayed on reports) from the icon library. The full list of icons can be found on the Icon Library tab.
      
   4. Button Color – Select the color of the form button (blue, green, light blue, red, yellow)
   5. Button Text – Enter the name of the form button
   6. Submit Button Color – Select the color of the submit button on the form (black, green, light blue, red, yellow)
   7. Submit Button Enabled – Choose if the submit button is enabled on the form
   8. Submit Button Displayed – Choose if the submit button is displayed on the form
6. Click the Preview button to preview the form before saving. Click the Close button to exit the form preview.
   
7. Click the Create button when finished to create the form. You will be redirected back to the Form Builder page. Click the Cancel button to cancel the operation.