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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.

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.

Optimize Response checkbox

• What it does: If checked, the application will load step data when that particular step is opened.
• How to use it: Click to check or uncheck.
• Other Notes: By default, it is true.

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: Identifies the kind of object the methods come from.
• How to use it: Click the radio button for the desired object.
• Other notes: Xml Method means the method comes from a form object. If you have a choice, you should select this. Srv Method means the method comes from a remote object.

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 available methods.
• Other notes: This defaults to FindMethod, which comes from the framework.

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: Select from the available methods.
• Other notes: This defaults to FindNameOfObject, which comes from the business objects. Any other method must be configured in the business object first before it can be used here. This is configured during the form wizard and rarely changes.

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.

This post is part of multiple topics:

• Click here to open the Wizard Form Overview.
• Click here to open the Questionnaire Overview.