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- Open the Entities record for the entity whose form you want to modify.
- Click the Form Templates tab to view the list of Form Templates associated with that entity.
- Open the Top Level Form Template to which you want to add a top area.
- This is the template that has the Is Top Level
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- option selected and is typically named [Entity Name].Form.
- If the entity has multiple top level Form Templates, review the scope and rank of the templates to identify the record you want to modify.
- Click the Part Lists tab and open the sub-type record for the form template's Tabs part. Open Top Level Form's Part List
- Click the Part hyperlink to open the corresponding Form Template Parts record.
- Change the part's Location from Automatic to Specific to enable the Placement tab.Change Location Setting
- Click the Placement tab.
- Increase the Top Pos from 0 to a desired value (such as 150) to move the Tab control down on the top level Form Template to create a blank top area space on the form. Note that this value is expressed in pixels.
- Set the Resize Width and Resize Height to Fill so the tab control fills the remainder of the form template. Modify Part Placement
- Save and close the Form Template Parts record.
- Close the Parts sub-type record to return to the Form Templates record.
- Click the Format tab on the Form Templates record and increase the Default Height by the Top Pos you specified in the Tab's Form Template Parts record.
- This will ensure that the tab area is not cut off at the bottom of the form. In the example
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- below, the Vehicles.Form Default Height has been increased by 150 pixels from 329 to 479.
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- Save the Form Templates record.
- Use the Visual Designer to add fields to the top area you created on the form. You can either do this from the Form Template's Visual Designer tab or from a record in the service whose form you modified (as shown in Figure 14.14be,kw).
- Note that you may need to close and reopen Aptify if the top area does not appear on the form due to system caching.
- See
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- Using Visual Designer to Modify Field Layout for information on using the Visual Designer.
- Using Visual Designer to Modify Field Layout for information on using the Visual Designer.
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See Modifying the Vehicles Form " on page 367 for Template Example for an example of a form that includes a top area in the Motor Loaner System.