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Introduction

There may be a business need to design multiple similar maintenance forms to cover a larger category of information. For example, if your forms will be used to maintain benefit application information, you might have a maintenance form for a Retirement application and a different maintenance form for an Early Retirement application.

However, you may not want to configure packages for each kind of retirement: you don't want a Retirement Lookup screen and an Early Retirement Lookup screen. You just want an Application Lookup screen that opens the appropriate maintenance screen depending on application type.

For this kind of design, you can use multiple maintenance forms and configure the lookup form to open the specific maintenance form based on a set condition. This example uses the Order's Address Type to determine which of two similar maintenance forms to open: one for Primary Address and one for Other Address.

Prerequisites

• The form you are using to open multiple forms must exist.
• All forms must use the same navigation parameter for New and Update mode.

Detailed Steps

Step 1. Open the maintenance form and add the control.

This is the form from which you will create a new form. In this case, it is wfmOrderMaintenance.

Add the control you want the application to use to determine which form to open if it is not already present. This example uses the Address Type drop down.

Step 2. Create a new maintenance form.

This is the other form the system will open if the Order has a certain Address Type value.

This example uses wfmOrderNewMaintenance.

Step 3. Open the lookup form and add the control.

This is the form from which the user can open the multiple Order Maintenance forms, wfmOrderLookup.

The specific maintenance form is going to depend on the Order's Address Type, so add the Address Type field in the Criteria panel as well as in the grid view, if not already present.

Step 4. Open the Open button properties and update the Form Type.

Open the General section and update the Form Type to Multiple.

Step 5. Click the Active Forms icon, enter the details, and click OK.

This is where you will configure the multiple active forms for the respective values.

You have to set the Active Form field, which will work as the navigation parameter. That's Address Type, in this case.

Add a row for each value and enter the form. This is the condition that will cause the application to choose that form. In this example, if Address Type is OTHR, then the application will open the maintenance form you just created, Order New Maintenance. If the value is PRMY, it will open the original Order Maintenance form.

You must set an active form for each possible value you are using as the Entity Field; in this example, the application cannot select a form if the Address Type is, say, SDRY.

You don't have to have a different form for each value, however, you could set the application to open the same form for Secondary addresses as for Primary.

Step 6. Save the form.

Then, run the Preview. Xelence displays the form output. You can test your updated settings.

When you have previewed your form, it should look something like this. You can open a record with an Other Address Type and navigate to the Order New Maintenance screen.

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

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