Customize Form Section Layout

Content
Accessing the Customize Section Layout Function Adding Custom Fields Adding Empty Space Item Adding a Splitter Adding Tabs Adding Labels Adding Separators

You can customize the layout of Connected Business forms from the User Role layout editor.

 

Accessing the Customize Section Layout Function

1. From the System Manager module > Customize > Role. The User Role list form will be displayed.
2. The User Role form will be displayed. From here you can choose what module you wish to modify its forms. Double-click on a module to open the User Role layout form.
3. On the Detail tab, double-click on one item for you to edit specific sections.
   
   

   

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   From here you may click the Customize dropdown list and select Customize Section Layout
   
   

   

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4. The Customize Section Layout palette contains editing tools and elements which you can add to the form layout.
   
   

   

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Adding Custom Fields

There are two ways with thich you can add custom fields:

via the Data Dictionary

1. The Data Dictionary is a powerful tool to add and command custom objects to your Connected Business application.
   
   See More: Creating New Custom Fields
   
   
2. Take note of the form where the custom field was added to.

 

via the User Role layout form

1. Select the form you want to modify the layout from the Detail tab of the User Role layout form.
2. This brings out the form layout editor. From the Customize dropdown list, select Add Custom Field.
   
   

   

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   - or -
   
   From the form layout editor, right-click on the tab area and select Add Tab. From the new tab click on Customize and select Add Custom Field.
   
   

   

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3. This brings out the New Custom Field Wizard. From here you can input the necessary information:
   1. The Intro page of the Wizard required pertinent information to be entered in order to continue.
      
      

      General
      Fields	Description
      Table Name	Enter the name of your custom field
      Column Field	Enter a specific name for the column of your custom field
      Type	You can select from a number of table types: Alphanumeric Date Date and Time Yes/No Amount Quantity Cost Percent Number Memo/Notes Image Unique ID Address Password Phone
      Default	You can enter any data from the pulldown button of this field.
      Length	Enter the length of characters in this field.
      Options	You may choose from the following checkboxes to activate for this new custom field: Nullable Read Only Required Show on Class Show on List Searchable Pull Down List This activates another page in the Wizard that lets you define the contents and properties of the pull down list.

      
      
      
   2. The next page allows you to input text that will be displayed in bubble help tooltips.
      
      

      

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After placing a custom field in the Custom Field section of the form layout, right-click on the section to bring out more controls to further customize your form.

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Custom Fields
Functions	Description
Hide Customization Form	This removes the editable function of the Custom Field section. To bring the editable function back, simply right-click again on the Custom Field section.
Reset Layout	This discards all unsaved changes you have made in the form layout.
Rename	This lets you rename the custom field added to the Custom Field section.
Hide Text	This hides the text description of the custom field. When this option is selected, the Show Text option is shown in replacement of the Hide Text function which is currently activated.
Text Position	You can set the position of the text description of the custom field. You can select from the Top, Bottom, Left and Right options.
Hide Item	This function hides the custom field completely. When activated, the Show Item option is shown in replacement of the Hide Item.
Group	If the Custom Field section contains more than one custom field, this function groups selected custom fields into one,
Create EmptySpace Item	Places an Enpty Space Item inside the Custom Field section.
Size Contraints	This function places conditions on how the custom fields' size can be altered: Reset to Default Free Sizing Lock Size Lock Width Lock Height

Adding Empty Space Item

Empty Space Items are blank placeholder items you can include in your Custom Field Section.

1. From the form layout editor, click on Customize > Customize Section Layout.
2. The Customize Section Layout palette will be displayed. Drag the Empty Space Item to wherever in the form you want the empty space to be placed.
   
   

   

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3. You may resize the Empty Space Item as you wish.

Adding Splitters

Splitters are separators you can place in between two custom field items inside the Custom Field section. Upon viewing the form in live mode, you can resize the fields separated by the Splitter.

1. From the form layout editor, click on Customize > Customize Section Layout.
2. The Customize Section Layout palette will be displayed. Drag the Splitter to two custom field items inside the Custom Field section of the form to create a resizeable division between the two.

Adding Tabs

1. From the form layout editor, right click on the tab area and select Add Tab.
2. An empty new tab will be displayed for your to add custom fields to.
   
   

Adding Labels

Labels are names you can place on custom field groups inside the Custom Field section.

1. From the form layout editor, click on Customize > Customize Section Layout.
2. The Customize Section Layout palette will be displayed. Drag the Label to wherever in the form you want the label item to be placed.
3. You may rename the label item by right-clicking on the label item and selecting Rename.
   
   

Adding Separators

Separators are distinctions you can place between custom field items inside the Custom Field section.

1. From the form layout editor, click on Customize > Customize Section Layout.
2. The Customize Section Layout palette will be displayed. Drag the Separator to two custom field items inside the Custom Field section of the form to create a distinct division between the two.