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Create a Maintenance Form

By Xelence Documentation posted 10-01-2024 11:01

  

Introduction

If you want users to be able to create, update, view, or delete anything from the database, you must build forms. this is a new line.

A maintenance form is a screen that allows a user to work with data. This process creates a maintenance form.

Prerequisites

  • The entity on which the forms are to be based must already exist. If you want to restrict users’ access based on validation rules, they must already be configured in the entity.
  • The forms themselves also must not already exist. You can’t create multiple forms with the same ID. But, you can create multiple forms using the same entity.

Quick Steps
1 Click the Create New Item icon, then select New Page
2 Select the Page Type, then click Proceed
3 Select the template
4 Roll over the Form Layout, then click Choose
5 Enter the Form Details, then click Finish

Detailed Steps

Step 1. Click the Create New Item icon, then select New Page.

This opens a dropdown list from which you can select an object to begin its item wizard. The item wizard creates a file.




Step 2. Select the Page Type, then click Proceed.

This is the object you are creating. This example creates a maintenance form.



Step 3. Select the template.

This example uses a default template.



Step 4. Roll over the Form Layout, then click Choose.

Roll over the layout to choose the form based on how you want it to look to users. This example uses the default maintenance layout.



Step 5. Enter the Form Details, then click Finish.

Important properties are:

  • Entity: Enter the entity you are basing the form on, if it already exists.
  • Form Name (ID): It populates automatically, but you can modify it. It will always be prefixed with wfm and suffixed with Maintenance.
  • Portal Name: This is a starting point or gateway to other resources.
  • Folder Name: This is where Xelence will save the form. You must select an existing folder.

Then, click the Finish button to create the form. Xelence creates the HTML Maintenance form. It is mostly an empty form. The form now exists and is available for further configuration.


When you have completed the wizard and created your form, it should look something like this:


What are the improvements over S3 Version 6?

  • Previously, you could create the Maintenance and Lookup forms together or even separate. Now, you can create the Maintenance form first and from here you can create the Lookup form or can create separate forms as well.
  • Form Layouts are added. This allows you to choose a layout for your form.
  • Preview option is provided in Xelence itself. The LOB application can be viewed by clicking the ‘Preview’ option.


Related Articles

Configure the New Page Section

Configure a Form First

Maintenance Form Design Layout

 


This post is part of the Maintenance Form topic. Click here to open the Maintenance Form Overview.


#Xelence

#Forms

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