Form components may be grouped together based on an organization's business-specific reporting needs. These groupings are defined in Form Component Categories records. Form Component Categories Record
Follow these steps to create a new category:
- Open a new record from the Form Component Categories service.
- Enter a name and description.
- If the components in this category apply to a specific entity, change the Scope to Entity and specify that entity in the Entity field. Otherwise, leave the Scope set to Global.
- Save and close the record.
- Repeat the above steps to add additional categories as necessary.
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- Open a new record from the Form Template Parts service.
- Enter a name and description.
- Select an existing Form Template Part Categories record in the Category field. Or, you can create a new category. See "Creating Form Template Part Categories" on page 565.
- Enter a Base Part, if applicable.
- If this part is based on an existing part, the base part is linked here. A form template part may be based on another part to allow the user to create a duplicate with a different display name or display characteristics.
- Enter the Display Name for the part.
- If this part corresponds to a tab on a form, you can specify an icon from the Object Repository in the Icon field.
- The tab will automatically display the selected icon to the right of the tab name, as shown in Figure 10.58.
- If you want to localize the display name of this form template part based a user's assigned culture, enter a Culture String in the Display Culture String field (see "Linking Fields to Culture Strings" on page 393 for more information).
- Select the Type from the list.
- Component — The form template part is based on a form component. Enter the name of an existing form component in the Form Component field.
- Tab Control — The form template part is based on another form template. Enter the name of an existing form template in the Sub-Template field and specify the number of tabs to display per row on the form in the Tabs Per Row field.
- Sub-Template — The form template part is based on another form template. Enter the name of an existing form template in the Sub-Template field.
- Set the Run Mode and Disabled Behavior to control the behavior of this part.
- A developer can easily conditional control the availability of one or more parts on a form without having to write a Layout Control. Each Form Template Parts record includes Disabled Behavior and Run Mode fields that determine the conditions under which a particular part should be available on a form, as described below:
- When a Form Template Part has a Run Mode of All, the part is always visible on a form.
- When a Form Template Part has a Run Mode of New Only and a Disabled Behavior of Disable, the specified part is only available on new records. Once the record has been saved, the field or tab becomes unavailable.
- When a Form Template Part has a Run Mode of New Only and a Disabled Behavior of Hide, the specified part is only available on new records. Once the record has been saved, the field or tab is automatically removed from the form and is no longer available.
- When a Form Template Part has a Run Mode of Saved Only and a Disabled Behavior of Disable, the specified part is only available for saved records. The field or tab is grayed out and unavailable on new records and automatically becomes available once the record has been saved.
- When a Form Template Part has a Run Mode of Saved Only and a Disabled Behavior of Hide, the specified part is only available for saved records. The field or tab is not visible on new records and is automatically added to the form once the record has been saved.
- If you want to disable the part for all run modes, uncheck the Enabled option at the bottom of the form.
- Enter the location for the template part from the list in the Location field.
- Select Automatic if the part corresponds to a tab on a form. The location of the tab on the form is determined automatically by the sequence in which it appears on the Part List tab of a Forms Templates record.
- Select Specific if the part corresponds to a field on a form. Also, configure the settings on the Placement tab; the location of the field on the form is determined by the Placement tab's position and size coordinates, which are in pixels.
- If you want the template part to be disabled on the form (no matter the run mode), uncheck the Enabled option.
- Save the record.
- Note that the Enabled check box is reserved for future use.
- Configure the Input Map (as described below) if you set the form template Type to Component or Tab Control.