Form Layout Screen
Define the form layout.
Viewing the Grid
To view the grid markers on the form frame, select Show Grid on the bottom of the screen. These markers display as an overlay grid on form frame to help you align objects.
When enabled, additional fields appear on the bottom of the screen.
The drop-down menu allows you to select the size of the spacing between grid markers.
The Snap box allows you to select whether or not the objects should be forced to align with the grid markers.
If enabled, objects will align with the nearest lines of the grid when they are moved or resized.
Resize Label and Data Element Objects
To change the shape or size of an object:
- Select the object to resize.
- Hover over the red border around the object until the pointer changes to a directional arrow.
- Drag the border to the desired size, and release the mouse.
Move Objects
To rearrange data element objects and labels on the screen:
- Click an object to select.
- Drag objects to move.
To move multiple objects as a group:
- Press the Control key (CTRL) and select an object. A green border displays around the object.
- Hold 'CTRL' and select additional objects. A green border displays around those objects as well.
- Hold 'CTRL' and drag the objects as a group.
- Release 'CTRL'.
Property Window
The Property Window allows you to view and edit properties for each object on the form.
Available properties depend on the selected object.
This window can be stationary (docked) or free-floating (undocked). Check the Dock Properties box on the bottom of the screen to keep the Property Window displayed in the left-hand frame. Uncheck this box to allow the window to operate as an independent frame. When undocked, this frame can be opened by right-clicking on any object on the form, or selecting an object name in the drop-down box on the bottom of the screen.
There are three buttons that allow you to toggle the display according to your preferences.
Sorts the categories and properties alphabetically by name.
Sorts the fields into groups by category, as opposed to a flat view with no folders.
Shows the Description pane on the Property Window. This pane displays the description of whichever field on the window is selected.
Fields
- Text - Allows you to edit the label, frame or button caption, if applicable.
- Select the field and press the Edit button.
- In the editor window, edit the text and click OK, or click Edit HTML to edit the HTML code directly.
- Table Name - Displays the name of the SQL table where this field is stored.
- Field Name - Displays the associated field name for this item in the SQL table.
- Tab Index - Allows you to enter the order number of the field focus when a user is tabbing through a screen.
- Visible - Allows you to select whether or not the object is visible on the form.
- Required - Allows you to select whether or not the field is required.
- Object Type - Indicates what type of object it is.
- Internal Name - Displays the unique name associated to the object on the form.
- ScriptLink - Allows you to associate the object with a ScriptLink script.
- Number of items to show - (For drop-down objects) Allows you to enter the number of items to show in the drop-down box before scrolling occurs. Enter "0" for no change.
- Disable Pasting - Allows you to select whether or not pasting should be disabled for this field.
Quick Tab Index Mode
The tabbing order is the order in which a form's objects will become the active object when a user presses TAB to navigate through the form. This order can be set for individual objects through the Tab Index field on the Property Window, or for multiple objects at once using Quick Tab Index Mode.
- To launch the Quick Tab Index Mode, press F2. You will see the banner at the top of the screen change to indicate that you have entered this mode.
- If objects on the form have already been assigned Tab Index numbers, you will be asked if you want to clear these. Select Yes to start over, or No to keep existing tab orders and continue numbering.
- Select each of the fields in the order that you want an end-user to be able to tab through them. The Tab Index number for each object is updated accordingly.
- When you are finished, press F2 to exit Quick Tab Index Mode (remember to save and then submit the form to file these changes).
Hide/Un-hide Objects
To hide an object from displaying on a form without removing it:
- Go to the Visible field on the Property Window and uncheck the box.
- Once hidden, the field will disappear from the form display and appear as a line item in the drop-down menu at the bottom of the screen.
To un-hide an object:
- Select the object name from the drop-down menu at the bottom of the screen. This opens the properties for this object in the Property Window.
- Return to the Visible field and check the box.
Managing Blank Space
When objects are hidden, they become invisible on the form, but the space they occupied remains. If you wish to condense this space, you will need to move the other objects around to readjust the layout, and update the tabbing order.
When changing the positions of fields/objects, you will need to account for event logic. For example, fields which are enabled by or dependent on a value from another field should never be placed before the prerequisite field.
Quick Links
Quick Links allow you to add links to other myAvatar or modeled forms from the current form. These links enable users to open relevant forms quickly, without closing the original form.
- The user defining the Quick Link in Form Designer must have access to the associated form(s) (User Definition, User Role Definition).
- The user who will work with the modeled form must be given access to the associated form(s) (User Definition, User Role Definition).
To add a link:
- Go the Quick Links area on the top of the left-hand frame and click Add.
- The form frame will be replaced by a search window. Use the search bar to search for the names of forms to link to this one.
- Select from the search results and click Add. Each chosen form is added to the Quick Links frame on the left.
- When finished, click Dismiss (remember to save and submit the form to keep the changes).
To remove a link:
- Select the desired link from the list in the Quick Links frame, and click Delete.
ScriptLink Settings
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Click Settings to display the ScriptLink Settings screen.
