Form Builder tabs and actions
When you create a new form, the window to configure its properties pops up.
This window is called a form wizard. Initially, several tabs are visible:
- Layout
- The Layout tab is used to specify the internal presentation structure of the form.
- Includes/Forms
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The Includes/Forms tab is used for two separate purposes. It is used to describe the external presentation structure of forms for records that are part of a hierarchy, for example Classifications. This use of the Includes/Forms tab is described in "Includes/Forms tab".
The Includes/Forms tab is also used to specify which form reports may be used in a Reports tab in the form. Reports tabs are described in "Form properties". Form reports are described in the IBM TRIRIGA Application Platform: Reporting User Guide.
- State Transition
- The State Transition tab is used to manage the state-based actions. This is described in "State-based actions".
- Revisions
- The Revisions tab lists all revisions of the form in reverse chronological order. A revision of a form is created every time the form is modified and published. You can compare two revisions of a form by selecting them and clicking Compare Revisions. Or click Compare Objects to compare the form with another form of a different name. The results display in the Comparison Result section. To view the results in a new window, click the button next to the Compare menu. You can also export the comparison results to a text file by clicking Export. On the Revisions tab, you can revert to a previous revision of the form by selecting it and clicking Publish.
The following additional
actions appear at the top of the Layout tab:
- Reset
- Changes the form back to what it looked like the last time it was saved, including window size.
- View
- Presents a drop-down list of Form Builder sections. Click one to add it to the Form Builder display.
- Preview
- Renders the form in its current state.
- Validate
- When selected, the platform checks the section for the following and displays any errors.
- Duplicate fields on a tab.
- Duplicate sections on a tab.
If it is a Group By section, the platform also checks the following:- Group By field set on the section.
- Only one Group By field set on the section.
- Only one Group By order field set on the section.
- Group By field is visible in the form.
- Group By field is either a text field or a locator field.
- Group By section has a query defined.
- Group By section query has a primary business object set.
- Group By section fields are all Display Columns in the query. (WARNING)
- Group By section columns are the same fields in the same order as the query's Order By.
- Query used by Group By section does not have Group By columns set. (WARNING)
- If Group By field is a locator, the referenced business object has the Group By Columns on it. (ERROR)
- If the Group By Columns Start Columns are equally dispersed. (WARNING)
- If there are no Group By Columns.