![]() ![]() This also includes model validation rules such as “is required”, data types and text lengths. This includes properties such as field labels, description and sequence which can optionally be overridden in the form. By default, custom forms inherit the properties of the table they are attached to. This facilitates customization of the form for different audiences (ie forms in different languages or forms with different field subsets depending upon the dat entry role/responsibility).Įvery field on a custom form must be linked to a field in the data model. If a table does not yet exist, it must be created (for example see create a table using an excel template or add a table using the UI.Ī single table can have many custom forms. #TABULAR FORM CODE#Use the field code for the URL parameter name and set it equal to the desired value as shown below.Ĭreate and Edit Custom Forms Create/Edit a TableĮvery custom form requires and is bound to an existing table to receive the form data (the “target” or “storage” table). ![]() URL parameters can be used to pre-fill form field values. The origin title is “Submit form data” (code = SYS_FORM_DATA_ENTRY) and the code of the target table is added to the batch comment. Batches Created Behind the Scenesīehind the scenes, pressing a Save button results in the creation and committing of 1 new batch consisting of 1 record, visible on the load menu. Therefore, data entry users might not have access to the Data page but can nevertheless see the data they submitted via the Forms page. This facilitates a quality check of the data after submitting and also the ability to quickly view or edit past data records.Īccess to this form-specific view of data is also available from the Forms page. This view of the data matches the structure of the form - the columns and their sequence correspond to the form. If the user presses Save, the user is returned to a view of their data with their most recent edit at the top. In this case, business primary keys can be entered at the time of the record check but become read-only if an existing record is found.Īfter filling out the form, the user can either just Save, or Save and Add New Record (this button text is configurable and also this button can be hidden). It is also possible to mark business primary keys as read-only in the form definition. This facilitates editing existing records and to prevent the creation of duplicates before the entire form is filled in.Ī record check is also performed after the Save button is pressed, in case the user changed the business primary keys while editing the entirety of the form and inadvertently created a duplicate. If a matching record exists, it is retrieved and the form switches to updating the retrieved record (rather than creating a new record). #TABULAR FORM ISO#This iso that a record check is performed to see if an existing record with matching business primary keys exists. When creating a new record with a form, the user is first prompted to enter the business primary keys of the record before filling out the entirety of the form. Clicking the “i” icon at the top of the form will reveal this information for all fields. The mart’s home page also lists the forms the user has permission to use:Ĭlicking the “i” information icon above any field reveals details about the field such as the underlying table field code, description and data type. Visibility of the Forms menu item requires either the FORM_MANAGE permission (to create and manage forms) or FORM_DATA_ENTRY permission (to use one or more forms). Using Custom Forms Accessing Custom FormsĬustom forms appear under a new top-level menu item called Forms. It is also possible to customize form field labels, display read-only fields, set default values, conditionally hide fields, filter items in foreign key dropdowns, add validation expressions (beyond the rules defined by the data model, which are always enforced) and group fields. Like Standard Forms, custom forms target a single storage table, but aspects such as which fields appear on the form and the sequence of fields can be customized. ![]()
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