Creating Edit Forms

Several edit forms are available out-of-the-box, however, you can also create edit forms to better suit your company's needs. Edit forms can be simple or compound. The topics covered in this section are:

Creating a Simple Edit Form

This task explains how to create a simple edit form:

  1. Click Forms Editor in the Administration pad. The following appears:

  2. Expand classes until you locate the class for which you want to create an edit form.

  3. Select the class and click Show Forms.

  4. Select a form listed in the Edit Forms column.

  5. Move Class Properties to the Edit Properties section using the right arrow button. Remove properties from the Edit Forms section using the left arrow button. Within the Edit Properties section you can change the order of the properties in the display using the up and down arrow keys. Any properties in the Edit Properties section will be displayed in the Edit Form.

  6. Click Save As to save your new edit form. The Save As window appears.

     

  7. Enter the form name in the Form Name field and click OK.

Creating a Compound Edit Form

This task explains how to create a compound edit form:

  1. Click Forms Editor in the Administration pad.

  2. Expand classes until you locate the class for which you want to create a compound edit form. Select the class and click Show Forms.

  3. Click the name of the edit form you want to use as your base. The Forms Editor opens displaying the selected form.

  4. Click the Base Form: drop-down menu and select Add related tab. The Class Navigator Tree Page appears.

  5. Expand the classes to find the information you want to include in the related tab. Once you have decided on the information to include, click the Root Class to add that class as the related tab. The Forms Editor is updated with the newly added tab.

     

  6. Edit the newly added tab by using the arrow buttons to include or exclude properties in the Edit Properties sections. When you have finished editing, click Save As to save your new form.

  7. In the Form field, enter the form name and click OK.