Edit Form

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 (required)
    • Title – Title of the form (optional)
    • Header – Header of the form displayed below the title (optional)
    • Description – Description of the form (optional)
    • 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) (required)
    • Enabled – Whether the form is enabled (required)
  • The view and update functions are only available to users in the Administrator security group
• 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.
    • Limit Values – View and select the values (Lookup data columns only) to limit the available selections in the drop down menu
    • 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 Field – Add new rows for additional fields
  • The view and update functions are only available to users in the Administrator security group
• 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
• 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