Forms are the tools by which data is accessed in Coactive. Some forms are designed as User interface tools while others run in the background to perform calculations, data updates, or apply filters etc.
Editing a Form
When you first switch to DESIGN MODE the Form editor loads in the rail. Here designers can apply styles to the entire form and affect objects as they're added.
Data - View and edit the source table and data columns.
Tasks - Create or modify tasks and actions created on this form.
Triggers - The automated tasks on this form.
Related Data - Set the form as related and assign it's parent form.
Security - Select security groups that can access the form.
Public Access - Set the public page name and enter a 'Guest' username.
Notes - Add details regarding the forms' status and purpose.
Referenced By - See where this form is referenced in the application.
First you’ll see the source Table then a list of the included Data Columns which display in the grid.Data Columns
QUICK ADD COLUMN
Enter a name and select a DataType for your new field, click the plus sign to add it to the table.
Search for an existing action or task, also add or remove an action or task from the list.
- Double-click an Action: Opens the Action Editor. This is where you can modify actions that will be added to the form.
- Click Plus to add an action or task.
- Click Folder to copy an action or task from another form.
- Click Trash can to remove an action or task.
- Click the comment bubble to expose hints.
Build tasks into a form to automate behavior.
- On Initializing: This specifies the action or task that will automatically be run when a form is initialized (before any building of form, grid, or server requests are made).
- On Open: This specifies the action or task chain that will automatically be run when a form is opened.
- Dbl Click (Grid): This specifies the action or task that will automatically be run when a record is double-clicked in the grid.
- Width and Height - When defined, these fields specify the form's width and height in pixels or percent.
- Hide Native Form Close - Upon opening the form with this setting enabled, the "x" icon no longer appears in the top right corner of the form. This prevents the user from bypassing the logic set on the forms close button.
- Ignore Status Style - Do not show the background or font color changes when a conditional format is applied.
- Form Type - Select if this is a standard Data Form or a Related Data Form (sub-form or selection view listener).
- Shows Detail - Detail Views are used when a designer wants to show certain columns from a "parent form" that may have several columns in it. Detail Forms are created using the parent form's source table and configured to listen to the "parent form".
- Form Selections to Listen To - Applicable to all form types, the user can allow the form being tuned to listen to another form by clicking the "Choose" button. Clicking this button opens a list of available forms, from which the user can select a parent form.
- Auto-Select First: For Grid, Sub-Grid, and Diagram form types, this setting will make the grid automatically select the first record in its form (which may drive other forms).
Select the groups to have access to this form.
- Form Name - Name the form to update the Public Access Link ot be friendlier for a user.
- Allow Public Access - Enable access for users without prompting them for credentials.
- Public Access Login ID - Assign a user account to use when the form is accessed publicly.
- Public Access Link - Copy the link to share or embed for user distribution.
This is a convenient way to quickly show how editing the selected form will affect the overall configuration.
Click on the grid in a form to see these options load in the Rail. To return to the Form Editor simply toggle DESIGN MODE off then on again.
Click a column to see the grid column options. Columns listed here are specifically included in a grid on the form. Removing a column here just hides it in the grid.
- Column Header Text - The alias used for this field in this form.
- Column Width - The width of the grid column in pixels.
- Group Records By This Column - Automatically group records with identical values in this column.
- Include Column in Group Summary - Show summary information for this column in the group header.
- Include Columns in Grid Summary - Show summary data for this column at the bottom of the grid.
- No Records Message - The user can specify the text to be shown in the form when there are no records.
- Show the Grid Search Panel - For Grid and Sub-Grid form types, this will enable the Search Panel to appear when the form is opened. The Search Panel appears above the Field Header of the form, and allows the user to search for records based on the specified criteria.
- Show Filter Bar - For Grid and Sub-Grid form types, this will enable the Filter Bar to appear when the form is opened. The Filter Bar appears above the first record in the form, and provides a way for the user to filter the records.
- Show the Grid Summary - If checked, this will add a Summary section (colored in dark gray) at the bottom of the form. Columns configured to be included in the grid summary will show if there are values to calculate.
- Show the Group Summary - If checked, this will add a Group Summary to the right of each grouped row in the form. Columns configured to be included in the group summary will show if there are values to calculate.
- Is Selection - For Grid and Sub-Grid form types, this setting makes the form only allow record selection (i.e., no editing is allowed). A "Selected" column is added as the first column in the grid, which contains check boxes to select one or more records.