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- Open a record in the service whose form you want to modify.
- Right-click in the tab area of the form and select Configure from the pop-up menu.
- This opens the Configure Tab dialog, which lists the tabs currently on the form. The tabs appears in the same order in which they appear on the form.
- When a system administrator modifies a form's layout using this dialog, Aptify prompts the administrator to specify whether the modified tab layout should apply to all users (in other words, modify the global template) or if the system should create a user-specific copy that applies only to the administrator.
- Use the Configure Tab dialog to modify the form's appearance. You can make the following changes using this dialog:
- Rearrange the order in which the tabs appear.
- The Configure Tab dialog lists the tabs in the order in which they appear on the form. To move to a different position, select a tab and use the up and down arrows to reposition it. Starting at the top of the form, the buttons are Move to Top, Move Up One Position, Move Down One Position, and Move to Bottom.
- In the example below, the Contact Log tab has been moved up two -positions on the form.
- Rename tabs on the form.
- Double-click in the Name column for a particular tab and enter a new name. When finished making your changes, click OK to apply the new name to the tab on the form.
- Double-click in the Name column for a particular tab and enter a new name. When finished making your changes, click OK to apply the new name to the tab on the form.
- Remove tabs from the form.
- Select a tab in the Configure Tab dialog and click the Remove button.
- Select a tab in the Configure Tab dialog and click the Remove button.
- Add new tabs to the form.
- Click the Add Parts... button to open the Select Part dialog. This dialog displays all of the Form Template Parts associated with the particular service. The tabs are grouped based on category (Form Parts, individual Fields, Sub-Type tabs, and Related Entity tabs). Note that if all the parts associated with a particular category are already part of the form layout, that category is not displayed in the category tree.
- Select the part that you want to add and click OK.
To create a new part to add to the form, click the New Part button to open the Aptify Form Template Tab Wizardwizard. See Using the Form Template Tab Wizard for for details.
Note In general, you should only add parts whose type is Sub-Type Control, Entity List View, or -Template/Tab. If you add a single field (such as a text box, link box, or combo box), that field will appear on its own tab on the modified form.
- Click the Add Parts... button to open the Select Part dialog. This dialog displays all of the Form Template Parts associated with the particular service. The tabs are grouped based on category (Form Parts, individual Fields, Sub-Type tabs, and Related Entity tabs). Note that if all the parts associated with a particular category are already part of the form layout, that category is not displayed in the category tree.
- Rearrange the order in which the tabs appear.
- Click OK when finished to close the Configure Tab dialog.
- The modified form you designed replaces the default template to display the open record.
The system uses this modified form each time the user opens a record in the service. You can make additional changes to this layout as necessary by opening the Configure Tab dialog again (click in the tab area and select Configure).
Note that once created, this new form layout becomes your default, although you can still switch back to the original version (see Switching Between Form Templates for details). If you want to change the default back to the global template, contact your administrator for assistance.
Using the Form Template Tab WizardNotenote title Note For Administrators When a user creates a new form template layout, the system automatically generates a new user-specific Form Template for the specified service. This template has a Usage Scope set to User, which means that the template is only visible for the specified user.
This User template takes precedence over the Global template. To disable the user's template and reinstate the Global template as the default, you need to set delete the user's Tab Sub-Template record for the specified entity in the Form Templates service.
If the user has created multiple form templates for the same service, all of the user's templates have the same rank so the template with the lowest record ID is the user's default template. To specify a different user template as the default, you need to modify the Rank setting for the user templates and assign the desired default the lowest Rank.
Note that when a system administrator uses the Configure Tab dialog to modify a form, Aptify prompts the administrator to specify whether the modified tab layout should apply to all users (in other words, modify the global template) or if the system should create a user-specific copy that applies only to the - administrator.
See the Form Template Administration Form Template Administration chapter in the Aptify Administration Guide for more information on Form Templates. - The modified form you designed replaces the default template to display the open record.
When modifying a tab layout, you can use the Aptify Form Template Tab Wizard to create new tabs to add to your form. You can add a new Attachments tab, a Topic Codes tab, a blank tab, or a View of related records tab. This section contains instructions that describe how to add the following tabs:
- Adding an Attachments, Topic Codes, or Blank Tab
- Adding a View Tab
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In addition, any user can add a blank tab to a form, but only system administrators can add any meaningful information to the tab (typically, using the Visual Designer; see the Form Template Administration Form Template Administration chapter in the Aptify Administration Guide for more information).
Adding an Attachments, Topic Codes, or Blank Tab
Follow these steps to create a new Attachments, Topic Codes, or Blank tab that you can add to a form.
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You can use the Aptify Form Template Tab Wizard to a new tab for any related services that has a relationship with the current service (typically via a link box).
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This option is recommended for advanced users. |
For example, since a Committees record has a Coordinator link box to an Employees record, you can add a Committees list view tab to the Employees form that displays all of the committees for which an employee is the coordinator. The screen shots for the steps below use the Employees form as an example.
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You can add a view of any of the supported view types as a tab. |
Follow these steps to create a new Views tab that you can add to the form.
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- Enter an existing view of the service you specified in View field.
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- Select the Related Field that the system will use to filter records in the Select Service.
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- Enter a SQL statement in the text field provided.
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The form loads and includes the new tab, as in the figure “Coordinator For...” tab now appears on the Employees form and displays the list of Committees for which the employee is the coordinator.
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