Form properties

The value of this property is the name of the business object that the form is associated with.

When you are creating a new form, this property has no value. Select its value from a drop-down list of the business objects in the module with which the new form is associated.

You cannot save a new form without first specifying the value of this property. After the first time the new form is saved, this property is grayed out and you cannot change it.

The value of this property is the name that uniquely identifies the form. People using applications do not see this name.

When you are creating a new form this property has no value. You must enter a name.

You cannot save a new form without first specifying the value of this property.

Since multiple forms can be associated with the same business object, it is convenient to identify one form as the default for a business object. Checking the check box for this property identifies this form as the default for its associated business object.

This check box has some special behavior. If this check box is checked when you save the form properties, it becomes grayed out. You cannot uncheck it in the usual way. The way to uncheck this check box is to make a different form associated with the same business object the default form.

If this check box is not checked and the form has multiple top-level tabs, a portion of the window that the form is displayed in will be used to display things a person can click to navigate from one tab to another.

If this check box is checked, nothing is displayed to allow a person to explicitly navigate from one tab to another. It is up to you, the person who is specifying the internal presentation structure of the form, to insure that appropriate actions are available in each tab to navigate to other tabs in the form.

When you save a form with the Single Tab property checked and then view the form state transition diagram, there will be an additional attribute, Show Tab. This allows an application builder to define multiple tabs on the form and use specific state transitions to determine which tab will be visible to the user.

This check box will not be visible if the specified business object was specified with its Show Single Tab check box not checked. A business object's Show Single Tab check box is described in Business object properties.

If this property has a value, it is the name of a synchronous workflow. The synchronous workflow named by this property is launched just before a form described by this form becomes visible, unless the record is being created for the very first time. Such workflows can be used to perform last minute bookkeeping or fix-ups of records before they are rendered or to adjust the security privileges for the form to be displayed.

You can adjust security privileges on a record based on the current state of the record that the user is viewing. When the pre-load workflow fires, it is pre-populated with a workflow variable. This workflow variable is a record in the triPreloadVariable business object in the System module. The triPreloadVariable record includes a field named triOverrideSecurityGroupIdTX. To override the security of a record, set the value of this field to a security group ID. The record renders only if the user is in the specified security group or in the Admin Group.

This security override affects this record only. If a child record is opened, the user's default security group is used. If the security needs to work for child records, then another pre-load workflow needs to be configured for them.

If a pre-load workflow does not have the triPreloadVariable configured, then no change is made to the security of the record.

If the triOverrideSecurityGroupIdTX field is blank or not a valid security group record ID, then no change is made to the security of the record.

Synchronous workflows are discussed in Synchronous versus asynchronous workflows.

If this check box is not checked, then if this form contains any Excel sections (described in Excel sections), the calculations in each Excel section will be performed only if someone clicks the action on the Excel section.

If this check box is checked, clicking any state transition action in the form that saves data will cause the Excel calculations to be done first.

If this check box is checked, the form will include an Associations tab. An Associations tab graphically shows a record's associations with other records. It also allows people to create and remove associations between records.

The Associations tab will be present at runtime but will not be part of the form's internal presentation structure. It will not be visible in the Navigation panel, but it will be visible in the preview window that pops up when you click the Preview action in the Form Wizard's Layout tab.

If this check box is checked, the form will include a Work Flow Instance tab. A Work Flow Instance tab shows workflow instances that are associated with a record. Work Flow Instance tabs are discussed in greater detail in Workflow instances.

The Work Flow Instance tab will be present at runtime but will not be part of the form's internal presentation structure. It will not be visible in the Navigation panel, but it will be visible in the preview window that pops up when you click the Preview action for the Properties panel.

If this check box is checked, the form will include a Reports tab. A Reports tab allows users to view the content of a record as a form report. A form report can be in any format that can be created using Microsoft Word or Excel or an external report. For more information, see Reporting in Maximo Real Estate and Facilities.

The Reports tab will be present at runtime but will not be part of the form's internal presentation structure. It will not be visible in the Navigation panel, but it will be visible in the preview window that pops up when you click the Preview action for the Properties panel.

This property is visible only if the business object associated with the form has the check box checked in its Audit Access or Audit Data Changes property.

If the check box in this property is checked, the form will have an automatically generated Audit tab. Auditing records and the Audit tab are discussed in Audit trails.

This property is visible only if the business object associated with the form has the check box checked in its Audit Actions property.

If the check box in this property is checked, the form will have an automatically generated Audit Actions tab. Auditing records and the Audit Actions tab are discussed in Audit trails

This property only applies if the form opens in a pop-up window from a query, the Add action on a query, a custom action on a query section, the Add action on a query section, a chart, a portal section, an action on a portal section, section actions, and field actions.

The values are Small (40% of the screen size), Medium (60% of the screen size), Large (80% of the screen size), Full Screen (100% of the screen size), and blank (the default).

This property only applies if the form opens in a pop-up window from a query, the Add action on a query, a custom action on a query section, the Add action on a query section, a chart, a portal section, or an action on a portal section.

The values are Small (40% of the screen size), Medium (60% of the screen size), Large (80% of the screen size), Full Screen (100% of the screen size), and blank (the default).

If an alternate print form is specified for a form that is being printed, the alternate form is used in the print page.

Sometimes you want the record data to print in a format that is different from the platform default. To specify a form to be used when the user selects the form Print action, select from the forms in this property. The forms in the drop-down list are other forms defined for the same business object.