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Form Details icon

• Location: Top left file menu.
• What it does: Opens the form details.
• How to use it: Click the icon, edit details, click OK, save, and make sure the business tier is running.

Save icon

• Location: Top left file menu (second from left).
• What it does: Saves the selected open file.
• How to use it: Click the icon.
• Other notes: Files with unsaved changes have an asterisk next to the file title in the top right corner. Saving removes the asterisk.

Undo icon

• Location: Top left file menu (third from left).
• What it does: Undoes changes.
• How to use it: Click the icon.
• Other notes: Undoes the most recent change. Undoes more than one change.

Redo icon

• Location: Top left file menu (first from right).
• What it does: Redoes the undone change.
• How to use it: Click the icon.

Form Title

• Location: Center of the file menu title bar.
• What it does: Identifies the form you are configuring as well as whether it has unsaved changes.
• How to use it: If the title has an asterisk at the end, the form has unsaved changes. If it doesn't, there are no unsaved changes.

Entity link

• Location: Top right file menu (first from left).
• What it does: Opens the entity.
• How to use it: Click the entity name to open.

Refresh HTML icon

• Location: Top right file menu (second from left).
• What it does: Refreshes the mapped controls.
• How to use it: Click the icon, edit the details, and click OK.
  
• Other details: Do this when controls that need to be mapped are added or deleted, or to change the control type.

Display Unmapped Controls icon

• Location: Top right file menu (third from left).
• What it does: Displays a window with the controls that are not mapped yet.
• How to use it: Click the icon and set the HTML control type for the unmapped control.

Validate New icon

• Location: Top right file menu (fourth from left).
• What it does: Sets validation for a New button.
• How to use it: Click the icon and select the button from the drop down.

View Source

• Location: Top right file menu (fifth from left).
• What it does: Displays source view.
• How to use it: Click the icon.

View Design

• Location: Top right file menu (first from left).
• What it does: Displays design view.
• How to use it: Click the icon.
• Other notes: Appears when you click the View Source icon.

Pin File icon

• Location: Top right file menu (sixth from left).
• What it does: Allows you to pin files to the dashboard.
• How to use it: Click the icon.

Close File icon

• Location: Top right of the file (first from right).
• What it does: Closes the form.
• How to use it: Click the icon.
• Other notes: Save before you close.

Search Control

• What it does: Displays the properties of the selected control and allows the user to configure it.
• How to use it: Select from the drop down.

Select Portal

• What it does: Displays the list of portals configured in settings.
• How to use it: Select from the drop down.

Criteria panel

• What it does: Displays the panel.
• How to use it: Click to display the panel.

Search Results panel

• What it does: Displays the panel.
• How to use it: Click to display the panel.

This post is part of the HTML Forms topic. Click here to open the HTML Forms Overview.