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Administration
Edit Form
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Form Properties
The Form Properties tab provides the ability to view and update the properties of forms.
Available operations:
- View and update the properties of the form
- Fields available
- Name – Name of the form
- Title – Title of the form
- Header – Header of the form displayed below the title
- Description – Description of the form
- Data Source – Data source of the form (e.g., Computer asset type) (read only)
- Form Type – Type of the form (Create New Record, Update Selected Record)
- Enabled – Whether the form is enabled
- The view and update functions are only available to users in the Administrator security group
- Fields available
- Click the Preview button to preview the form
- Click the Update button to save any changes to the properties
- Click the Close button to exit the wizard
Form Fields
The Form Fields tab provides the ability to view and update the fields of forms.
Available operations:
- View and update the fields of the form
- Fields available (editable unless otherwise noted)
- Order – Change the order of the data columns
- Data Column – View and 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.
- Required – View, edit and select if the field is required or not. This property cannot be changed on the Name field.
- Read Only – View, edit and select if the field is visible or not. This property cannot be changed on the Name field.
- Label – View, edit and enter the label of the field
- Tooltip – View, edit and enter the tooltip of the field
- Descriptive Text – View, edit and enter the descriptive text of the field
- Width – View, edit and select the width of the field (full, half)
- Action – Delete existing or new rows
- Add Row – Add new rows for additional fields
- The view and update functions are only available to users in the Administrator security group
- Fields available (editable unless otherwise noted)
- Click the Preview button to preview the form
- Click the Update button to save any changes to the fields
- Click the Close button to exit the wizard
Design
The Design tab provides the ability to view and update the look and feel of forms.
Available operations:
- View and update the design of the form
- Fields available
- Form Width – View, edit and select the width of the form (small, large)
- Form Color – View, edit and select the color of the form (blue, green, light blue, red, yellow)
- Button Icon – View, edit and select a button icon for the form from the icon library. The full list of icons can be found on the Icon Library tab.
- Button Color – View, edit and select the color of the button icon for the form (blue, green, light blue, red, yellow)
- Button Text – View, edit and enter the name of the button icon
- The view and update functions are only available to users in the Administrator security group
- Fields available
- Click the Preview button to preview the form
- Click the Update button to save any changes to the design
- Click the Close button to exit the wizard