Creating Search/Results Forms

Several forms are available out-of-the-box, however, you can also create Search/Results forms to better suit the needs of your company. Search/Results forms can be Simple, Compound, or Combined. A Simple form consists of a single tab with properties from one class. A Compound form consists of multiple tabs, with each tab containing a simple or combined form. A Combined form consists of a single tab, but with properties from more than one class. This topic includes the following:

Creating a Simple Search/Results Form

This task explains how to create a simple Search/Results form from an existing 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 a search/results form.

  3. Select the class and click Show Forms.

The left list contains the existing Search/Result forms for the selected class. The right column contains the existing Edit forms for the selected class.

  1. Click the name of the form to display the form itself.

  2. To create a new form, click Save As.

    The Supplier Relationship Management window appears.

  3. In the Form Name field, enter the Form Name. Click OK to save the new form. The Forms Editor is updated with the new form.

  4. Edit the new form by moving the desired properties into the correct sections using the arrow buttons.

  5. You can preview the form you are creating by clicking Preview. Click Cancel to dismiss the preview.

  6. When you have finished editing the form, click Save.

Creating a Compound Search/Results Form

This task explains how to create a compound Search/Results 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 form. Select the class and click Show Forms.

  3. Click the name of the 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 Search and Results 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.

Creating a Combined Search/Results Form

This task explains how to create a combined Search/Results form:

  1. Click Forms Editor in the Administration pad.

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

  3. Click the name of the 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 Cross class properties. The Class Navigator Tree Page appears.

     

  5. Locate the class from which you want to include properties and click the class. The Class Properties section of the  Forms Editor is updated with the properties of the selected class.

  6. Using the arrow buttons, move the desired properties from the selected class into the Search and Results 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.