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form-designer

Form Designer

Resultra's form designer is an important part of the application. When setting up or customizing trackers, this is where much of the time will be spent. Using the form designer should be more or less self-explanatory.

Creating New Form Components

On the left-hand side of the form designer is a palette of different form components. To add a component to a form, simply drag and drop an item from the palette to the center area.

Depending upon the type of form component being created, you will be prompted to select a field in which to view and/or edit the field's values. At this time, either a new field can be created or an existing field can be selected.

Customizing Form Component Properties

Once form components have been added to the form's design, their properties can be further customized. For example, a text box can be configured as read-only, so the corresponding field values can only be viewed in this particular form.

To customize the properties of a particular form component, first click on the component to select it. Once selected, the properties sidebar will appear on the right-hand side of the form designer. The form component's settings can then be changed in the properties sidebar.

Arranging Form Components in Rows and Columns

The overall layout of a form is based upon rows in columns. In particular there are 1 or more rows. Then, within each row, there are 1 or more columns.

This type of layout provides quite a bit of flexibility to visually arrange the form's components as you like. Moreover, when actually viewing a live form with real data, this row and column type layout allows the form's components to automatically rearrange themselves when the form's size is changed. For example, when viewed on a desktop computer with a large monitor, all the columns within a given row may be shown side-by-side; however, when viewed on a smaller laptop computer, some of the columns on the right-hand side of the form may collapse and be displayed below the other columns.

To rearrange a particular component, press down the mouse and begin to drag it. Until you are actively dragging a particular component, you won't see the rows and columns of a form. As you drag a component around in the form designer, green “placeholder boxes” will appear where the component can be dropped. These placeholder boxes represent either a new column, a new row, or a position within an existing column and row.

Resizing Form Components

Most types of form components support resizing to configure how much space the component takes on form. Depending on the type of form component, you may be able to change the size horizontally, or both horizontally and vertically.

To change the size of a form component, first click on it to select it. After selecting the component, a dashed border will appear. To resize the component, click and hold the mouse on the border, then move the border to resize the component. Typically, resizing occurs on the right-hand border. If the component also supports vertically resizing, the bottom corner or bottom border can also be used for resizing.

form-designer.txt · Last modified: 2018/02/24 00:09 by sroehling