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Maintenance Form Details Controls

  

Details Tab:

Form Name (ID)

  • What it does: Programmatic ID of the form. It is always prefixed with wfm.
  • How to use it: This is a read-only property.
  • Other Notes: This is not editable from the details window. You can edit it in the source, but best practice is to keep the ID and title the same. You can't create multiple forms with the same ID. 



Form Title

  • What it does: Displays at the top of the form; what the form is "called".
  • How to use it: Enter the title.
  • Other notes: Keep it synced with the ID.



Resource

  • What it does: Framework security table ID that controls who can access the form.
  • How to use it: Enter the ID.
  • Other notes: -1 means all users can access the form.



Default Button

  • What it does: Button whose method executes when the user presses the Enter key while viewing the form.
  • How to use it: Select the button from the drop down.



Log View Rule

  • What it does: Determines whether the system logs the user details to the Audit log table when the user views the record.
  • How to use it: Select from the drop down.



New Message ID

  • What it does: The application displays a default message when the user opens this form in new mode (creates a new record). You can enter a different one here.
  • How to use it: Enter an ID. You can also search for an ID with the magnifying glass.



Website

  • What it does: Element of the WebForm based architecture.
  • How to use it: Select the available web client from the drop down (value comes from the web client project in the .NET solution).
  • Other Notes: This is not used for MVVM architecture.



Open Message ID

  • What it does: The application displays a default message when the user opens this form in update mode (opens an existing record). You can enter a different one here.
  • How to use it: Enter an ID. You can also search for an ID with the magnifying glass.



No Data Required checkbox

  • What it does: Allows the form to contain static fields that are not linked to an entity.
  • How to use it: Click to check or uncheck.



Apply XSLT checkbox

  • What it does: If checked, the application will apply XSLT to the form during deployment.
  • How to use it: Click to check or uncheck.
  • Other Notes: This is used for webforms.



Active checkbox

  • What it does: If checked, the form is available in the application.
  • How to use it: Click to check or uncheck.



Entity Tab:

Entity

  • What it does: Displays the name of the entity the form is based on.
  • How to use it: Select from the drop down.
  • Other notes: This is configured during the form wizard and rarely changes.



Method Type

  • What it does: Method that executes when the user clicks the button.
  • How to use it: Click to check or uncheck.
  • Other notes: This control is provided to support backward compatible forms.



Remote Object

  • What it does: Specifies the remote object, if any.
  • How to use it: Enter the remote object.
  • Other notes: This control is provided to support backward compatible forms.



New Method

  • What it does: Method the application calls when the user opens the form in new mode (creates a new record).
  • How to use it: Select from the New methods section. Click the horizontal lines icon.
  • Other notes: This defaults from the framework, but you can change it if required.



Update Method

  • What it does: Method the application calls when the user opens the form in update mode (opens an existing record).
  • How to use it: Click the horizontal lines icon.
  • Other notes: This defaults from the framework, but you can change it if required.



Same As New checkbox

  • What it does: If checked, the Update Method will execute the method that is configured for New Method.
  • How to use it: Click to check or uncheck.



Group Tab:

Initial Load Group

  • What it does: Group of initial load rules that control visibility on the form.
  • How to use it: Select from the available groups.
  • Other notes: Groups come from the entity and must be configured there before you can use them here.



Hard Error Group

  • What it does: Group of hard error rules that control whether data is persisted when the user saves the form.
  • How to use it: Select from the available groups.
  • Other notes: Groups come from the entity and must be configured there before you can use them here.



Session Tab:

Entity Tree

  • What it does: Displays the entity attributes.
  • How to use it: Select the desired column(s) from the form's entity tree and click Add.



Session Fields

  • What it does: Also called carry criteria. When entered in the lookup form, they will carry over to the maintenance form when the user creates a new record.
  • How to use it: Edit/move/delete the session fields if required.


This post is part of the Maintenance Form topic. Click here to open the Maintenance Form Overview.

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