Form Designer - Working with Forms

1. Open the form in the Form Designer.
2. Click the Usage tab and note which views contain this form. Changes to the form will affect all of these views. If you do not see a Usage tab, click the empty space in the upper left corner of the Form Designer surface.
3. Make changes to the form such as:
   • Change captions and other control properties
   • Move and hide controls
   • Add controls (Add data fields to a form)
   • Change form, row, and column properties

4. Click Save.
   Changes take effect immediately.

• Switch to the original browser tab and press F5. You can switch between these tabs to repeatedly make changes and view the results.
• Alternatively, browse to any view that contains the form you edited.

You can view changes to summary view quick forms after a build and deploy is done in Application Architect. Refer to "Building the Web Platform" in the Application Architect help for more information.

• On the browser tab for the Form Designer, press F5 to revert to the last saved version of the form.

• When you save changes, they affect everyone on your system immediately. If someone has the view open already, they must press F5 to refresh the page.
• If you want to release the changes to another system, you must use Application Architect. Refer to "Working with the Bundle Model" in the Application Architect help for more information.

1. Click a control and drag it.
2. Drop it on any location that is highlighted when the cursor hovers over it.
   Existing controls are moved automatically if necessary.
   

• The Form Designer permits you to hide controls but not delete them. Use Infor CRM Application Architect if you must delete a control.

1. Select the control, and click the Advanced tab.
2. In the Appearance group, clear the Visible property box.
3. If you want to be able to reuse the space occupied by the hidden control, move it to another location such as the bottom of the page. Use Infor CRM Application Architect if you must delete a control.

1. Select the control, and click the Layout tab.
2. In the Size group, change the Row Span or Column Span properties as necessary.
   For example, on the AccountDetails form, Desc. of Business spans two rows. Note that some types of controls have a constant display size regardless of the number of spaces they occupy.

1. Select the control, and click the Basic tab.
2. In the Appearance group, change the Caption property as necessary.

1. Select the control, and click the Basic tab.
2. In the Behavior group, check the Read Only box.

1. Click on the Form Designer surface anywhere outside of an occupied space, for example in the upper left corner.
   The form properties display in the tabbed area.
2. View and change property values as necessary. For example, Active Control is the control you want the user's cursor to start on when the view first displays.

1. Click on the Form Designer surface anywhere outside of an occupied space, for example in the upper left corner.
   The form properties display in the tabbed area
2. Click the Usage tab.
   All the views that contain the form are listed.
   

1. Click the column selector above a column.
   The column properties display in the tabbed area.
2. In the Appearance group, change Width.
3. Repeat for each column.

   If Size Type is Percent, the total of all column widths is normalized to 100.

1. Right-click the selection rectangle to the left of a row or above a column.
2. Use the context menu to delete or insert an empty row or column.

• Use Application Architect to add forms. For more information, refer to the Application Architect help topic, "Create a New Form".