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Maintenance Form Surface Controls

  

Form Details icon

  • Location: Top left file menu.
  • What it does: Opens the form details.
  • How to use it: Click the icon, edit details, click OK, and save.



Search in Design icon

  • Location: Top left file menu (second from left).
  • What it does: Allows you to search for nodes and attributes using their values.
  • How to use it: Click the icon, enter the Node Name, Attribute Name, select the operator, and provide the value. Click Search.
  • Other notes: You may also add a permanent filter using the Add Filter button.



Save icon

  • Location: Top left file menu (third from left).
  • What it does: Saves the selected open file.
  • How to use it: Click the icon.
  • Other notes: Files with unsaved changes have an asterisk next to the file title in the top right corner. Saving removes the asterisk.



Undo icon

  • Location: Top left file menu (fourth from left).
  • What it does: Undoes changes.
  • How to use it: Click the icon.
  • Other notes: Undoes the most recent change. Undoes more than one change.



Redo icon

  • Location: Top left file menu (fifth from left).
  • What it does: Redoes the undone change.
  • How to use it: Click the icon.



Quick Navigator

  • Location: Top left file menu (first from right).
  • What it does: Allows quick access to navigate to any control added on the form.
  • How to use it: Click the icon, expand the container, and select the control you want to navigate to.



Form Title

  • Location: Center of the file menu title bar.
  • What it does: Identifies the form you are configuring as well as whether it has unsaved changes.
  • How to use it: If the title has an asterisk at the end, the form has unsaved changes. If it doesn't, there are no unsaved changes.



Entity link

  • Location: Top right file menu (first from left).
  • What it does: Opens the entity.
  • How to use it: Click the entity name to open.



Validate icon

  • Location: Top right file menu (second from left).
  • What it does: Checks for errors on the form; for example: duplicate ID, missing query, etc.
  • How to use it: Click the icon.



View this form with highlighted attributes

  • Location: Top right file menu (third from left).
  • What it does: Highlights form elements with the selected attributes like Visible Rule, Readonly Rule.
  • How to use it: Click the icon, select the attribute(s), and click OK.
  • Other notes: The form view changes to read-only.



Switch back to normal view

  • Location: Top right file menu (third from left).
  • What it does: Changes the view of the form from highlighted to normal.
  • How to use it: Click the icon.
  • Other notes: It appears only when viewing the form with highlighted attributes.



Validate New icon

  • Location: Top right file menu (fourth from left).
  • What it does: Sets validation for a New button.
  • How to use it: Click the icon, enter the details, and click OK.



View Source

  • Location: Top right file menu (fifth from left).
  • What it does: Displays source view.
  • How to use it: Click the icon.

Center Left

  • Location: Top right file menu (sixth from left).
  • What it does: Allows you to customize the center left panel with forms for easy navigation.
  • How to use it: Click the icon.



View Design

  • Location: Top right file menu (first from left).
  • What it does: Displays design view.
  • How to use it: Click the icon.
  • Other notes: Appears when you click the View Source icon.



Pin File icon

  • Location: Top right file menu (eighth from left).
  • What it does: Allows you to pin files to the dashboard.
  • How to use it: Click the icon.



Close File icon

  • Location: Top right of the file (first from right).
  • What it does: Closes the form.
  • How to use it: Click the icon.
  • Other notes: Save before you close.



Move Down icon

  • Location: Panel title bar (first from right).
  • What it does: Moves selected panel down.
  • How to use it: Select a panel and click the icon.



Move Up icon

  • Location: Panel title bar (second from right).
  • What it does: Moves selected panel up.
  • How to use it: Select a panel and click the icon.



Minus icon

  • Location: Panel title bar (third from right).
  • What it does: Deletes the panel.
  • How to use it: Click the icon.


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

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