Details Section:
Form Name
- What it does: Identifies the form's programmatic ID.
- How to use it: Read-only.
Form Title
- What it does: Text the app displays as the form's name.
- How to use it: Enter text.
Form Title Field
- What it does: Enables a dynamic form title with an entity field.
- How to use it: Enter the field.
Route Name
- What it does: Text Xelence uses to generate a link to the form.
- How to use it: Enter text.
Display Breadcrumb
- What it does: Determines whether the app displays the form in breadcrumbs during user navigation.
- How to use it: Select True or False.
Unsaved Form Icon
- What it does: Determines whether the app displays an icon to indicate to the user that the form has not been saved since the user's last entry.
- How to use it: Select True or False.
Avoid Session Store
- What it does: If false, the form's object will not be stored in the session store table when the user opens, creates, or saves a record.
- How to use it: Select True or False.
Open Message ID
- What it does: ID of the message the app will display when the user opens this form as an existing record. If left blank, the app will use the default message.
- How to use it: Enter the ID.
New Message ID
- What it does: ID of the message the app will display when the user opens this form as a new record. If left blank, the app will use the default message.
- How to use it: Enter the ID.
Master Layout
- What it does: Layout the app uses to display the form. Options depend on defined master layouts.
- How to use it: Enter or select the desired layout.
Allow Anonymous
- What it does: Determines which users can access the form.
- How to use it: Select True to allow any user to access the form.
Show Read Only Reason
- What it does: Determines whether the form will display the name of the rule that makes a record read-only, if the user opens such a record.
- How to use it: Select False if you don't want to display the rule name.
Active
- What it does: Determines whether the form can be accessed in the app.
- How to use it: Check the checkbox to add the form to the app. Otherwise, leave the checkbox unchecked.
Optimize Response
- What it does: Determines whether the app will load step data when that particular step is opened.
- How to use it: Check the checkbox to load data only when the step is open.
Master Page Details Section:
Content Placeholder ID
- What it does: Master page placeholder property. Options depend on configured placeholders.
- How to use it: Enter or select the desired option.
APIs Section:
APIs
- What it does: Configures APIs the form can access/can access the form.
- How to use it: Click the section's Edit icon. Use the section's icons to add or remove APIs. Use the row fields to enter/update API details (API ID, file name, and entity object/collection to be mapped). Click the Save icon, then save the form.
Entity Section:
Entity
- What it does: Identifies the entity the form is based on. Options depend on the available entities.
- How to use it: Click the section's Edit icon. Enter or select the desired entity. Click the Save icon, then save the form.
Method Type
- What it does: Identifies whether the form is based on a server method instead of an entity. This is a legacy option.
- How to use it: Click the section's Edit icon. Check the Srv Method checkbox to make the form use a server method, then fill out the rest of the related fields. Click the Save icon, then save the form.
Remote Object
- What it does: Identifies the server object the form is based on. This field only displays if the Srv Method checkbox is checked.
- How to use it: Enter or select the desired option.
New
- What it does: Identifies the custom method to use to create new records with the form.
- How to use it: Enter or select the desired option. Add API details if necessary.
Update
- What it does: Identifies the custom method to use to update existing records with the form.
- How to use it: Enter or select the desired option. Add API details if necessary.
Load Details Section:
Load Details
- What it does: Identifies the objects to load when your app loads the form.
- How to use it: The object(s) automatically populate based on the one-to-one relationship(s) the form's entity has with other entity(ies). You can check or uncheck the checkboxes to load the objects based on the form's mode (new record or existing record). By default, the form loads any objects automatically in both modes.
Shortcut Keys Section:
Shortcut Keys
- What it does: Configures shortcuts for actions the user can perform by pressing Alt/Ctrl, plus a keyboard button.
- How to use it: Click the section's Edit icon. Use the section's icons to add or remove shortcuts. Use the row fields to enter/update shortcut details (form button to execute, key to press to indicate a shortcut, and key to press to execute the shortcut). Click the Save icon, then save the form.
This post is part of the Wizard Form topic. Click here to open the Wizard Form Overview.
#Forms
#Xelence