Blog Viewer

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 (sixth from left).
• 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: Configures validation to be applied on a New button.
• How to use it: Click the icon, enter the details, and click OK.

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 and select the attribute.

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.

Load Details icon

• Location: Top right file menu (fourth from left).
• What it does: Allows you to load each object or collection in Update Auto or New Auto mode.
• How to use it: Click the icon.

Wizard Properties icon

• Location: Top right file menu (fifth from left).
• What it does: Opens the wizard properties.
• How to use it: Click the icon.

View Source

• Location: Top right file menu (sixth from left).
• What it does: Displays source view.
• 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 (seventh 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 file menu (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: Wizard panel.
• What it does: Moves selected step down.
• How to use it: Select a step and click the icon.

Move Up icon

• Location: Wizard panel.
• What it does: Moves selected step up.
• How to use it: Select a step and click the icon.

Minus icon

• Location: Wizard panel.
• What it does: Deletes the step.
• How to use it: Select a step and click the icon.

Header Template

• Location: Wizard steps.
• What it does: Displays header.
• How to use it: Click to open the header for editing.

Add Wizard Step

• Location: Wizard steps.
• What it does: Adds the step.
• How to use it: Roll over the space between two steps.

This post is part of multiple topics:

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