Customize Forms

Information

• The form editor module customizing tool allows for the graphical editing of data fields and headings within forms.
• It allows you to change the layout via the context menu or menu items.

Open the Form Editor

Procedure

• Activate the customizing mode via Form Editor → Customizing mode .
  • Alternatively, the

    

    button in the toolbar can be used.
  • As a result, the data areas with Layout = 0 (horizontal layout) or Layout = 1 (vertical layout) gray, that are marked green with Layout = 2 (form).

• Result:

• If the data area to be edited has a horizontal or vertical layout, change the layout to form by selecting the Form command from the context menu or via the Form Editor → Form menu item.

• Result:

• If the data area to be edited is already a form, activate the area by clicking on the data area.
  • As a result, the green mark disappears and the form area is surrounded by a dashed line and can be edited.

Graphical Editing

General Information on Graphical Editing

Information

• By positioning the cursor over an element, it is framed with a thin, light-blue line.
• An element is marked by left-clicking on it.
  • Data fields (heading fields) are framed with a dark-blue (light-blue) line on which, depending on the size of the element, four to eight squares (edge markings) are located.
  • If a data field (heading field) is marked, the corresponding heading field (data field) is framed in red.
• There are two options for marking several elements:
  • Click on the required elements separately and successively by left-clicking and holding CTRL.
  • Mark several elements in an area.
    • By pressing and holding the SHIFT button and the left mouse button and moving the mouse, a frame is drawn around the corresponding area.
    • When releasing the left mouse button, all elements that lie within the frame, are marked.
    • In order to add other elements to the already marked elements in the same way, press and hold CTRL additionally.
• If several elements are marked, the last marked
  • data field is framed in blue, the other marked fields are framed in black.
  • heading field is framed in light blue, the other marked heading fields are framed in gray.
• If the data field and the corresponding heading field are marked, the heading field is framed in light-blue and the data field is framed in dark-blue, regardless of what was marked last.
• By pressing the TAB button, all elements, i.e. all data fields and heading fields in the activated area are displayed with a red frame. As a result you will see the actual size of elements which have no frame or elements which are in the background.
• By positioning the cursor over an element or by marking an element, its coordinates, size, and level are displayed in the status line. When changing the size and position of an element with the mouse, these specifications are additionally displayed in a tooltip on the element. This information helps to recognize and correct even the slightest deviations in positioning or size of the elements.
  • For cascading elements, the element in the foreground has a higher level. With the In the foreground or In the background menu items, the level of the marked elements is changed, whereas the elements that are displayed in the foreground receive the higher level.

Save changes

• The customizer can
  • either save such changes in the appropriate module directly using the Tools → Save module CU menu item. By doing so, he/she changes the base module. If there are already module variants, you have to observe the Notes on changing module variants via customizer.
  • or create a module variant
• Unsaved changes will be reset when the module is closed.

Edit Element

Move Element

Information

• There are two ways to change the position of an element:
  • Drag the element to the required position by holding down the left mouse button.
  • or via the following key combinations:

Procedure

• Activate the Customizer via Form Editor → Customizing Mode.
• Left-click on the element (in this case a data field) in order to mark it.

• Move the marked data field to the required position by holding the left mouse button.
  • When dragging with the mouse, the current position of the data field is displayed as a gray shadow.

• Move the corresponding heading to the required position in the same way.
• Save the changes made in the form editor.
• Result:

Details

• If an element is dragged outside the dashed form area, the form area is extended accordingly.
• Within a module, elements can be moved between the windows. E.g. from window 1 to window 2. As a result, the corresponding heading fields/data fields are automatically moved along.
• !IronPython objects (e.g. battery symbols) must be marked with the frame function (SHIFT + mouse) and be moved with the keyboard.

Change Size

Information

• There are two ways to change the size of an object:
  • Draw the element with the mouse:
    • Left-click on an edge mark and move the mouse into the required direction holding down the left mouse button.
• Or use the following key combination:

Procedure

• Activate the customizing mode via Form Editor → Customizing mode .
• Left-click on the element in order to mark it.

• Adjust the size as required.
• Save the changes made in the form editor.
• Result:

Edit Several Elements Simultaneously

Information

• The procedure for marking several elements can be found here.
• Several elements can be moved via the key combinations or using the mouse.
• The size of several elements can only be changed via the key combination (and not with the mouse, as it is possible for single elements).

Move Elements

Procedure

• Activate the customizing mode via Form Editor → Customizing mode .
• Mark the elements to be moved.

• Drag one of the marked elements to the required position by holding down the left mouse button.
  • All other marked elements are moved as well.
• Save the changes made in the form editor.
• Result:

Change Size

Procedure

• Activate the customizing mode via Form Editor → Customizing mode .
• Mark the elements that are to be edited.

• Make the required modifications to one of the marked elements. Here, e.g., the length of the marked elements is enlarged using the ALT + D key combination of the marked elements.
• Save the changes made in the form editor.
• Result:

Menu Items of the Form Editor

Information

• The individual menu items can be found in the menu bar in the Form Editor menu or as buttons in the toolbar.

Left/Right/Top/Bottom Aligned

Information

• Via these menu items, all marked elements are aligned at the left/right/top/bottom margin of the last marked element.

Procedure

• Activate the customizing mode via Form Editor → Customizing mode .
• Mark the elements that are to be aligned. The element by which you want to align should be the last to be marked.

• Select e.g. the Form Editor → Left aligned menu item.
• Save the changes made in the form editor.
• Result:
  • The Manager field has been aligned at the left margin of the Code field.

Note

• These menu items are only available if
  • more than one element has been marked.
  • an alignment of the elements is possible in the first place.

Center Horizontally/Vertically

Information

• Via these menu items, all marked elements next to the one that was marked at last, are centered horizontally/vertically.

Procedure

• Activate the customizing mode via Form Editor → Customizing mode .
• Mark the elements to be centered. The element by which you want to center should be the last to be marked.

• Select e.g. the Form Editor → Center horizontally menu item.
• Save the changes made in the form editor.
• Result:
  • The Manager field was centered horizontally next to the Code field.

Note

• These menu items are only available if
  • more than one element has been marked.
  • an alignment of the elements is possible in the first place.

Adjust Horizontal/Vertical Intervals

Information

• Via these menu items, horizontal/vertical gaps of the marked elements are adjusted in such a way that all elements have the same horizontal/vertical interval between them.

Procedure

• Activate the customizing mode via Form Editor → Customizing mode .
• Mark the elements the intervals of which you want to adjust.

• Select the Form Editor → Adjust horizontal intervals menu item.
• Save the changes made in the form editor.
• Result:
  • All previously marked elements now have the same horizontal interval.

Note

• These menu items are only available if
  • more than one element has been marked.
  • an alignment of the elements is possible in the first place.

Same Width/Height/Size

Information

• Via these menu items, all marked elements receive the width/height/size of the element marked at last.

Procedure

• Activate the customizing mode via Form Editor → Customizing mode .
• Mark the elements that are to receive the same width. The element the width of which is to be adopted by the marked elements should be the last to be marked.
  • Here, the width of the elements is to be adjusted to the width of the Status field.

• Select the Form Editor → Same width menu item.
• Save the changes made in the form editor.
• Result:
  • All previously marked elements now have the same width as the Status field which was marked at last.

Note

• These menu items are only available if
  • more than one element has been marked.
  • an alignment of the elements is possible in the first place.

Center Horizontally/Vertically

Information

• Via these menu items, all marked elements are aligned horizontally/vertically.

Align elements horizontally

• Activate the Customizer via Form Editor → Customizing Mode..
• Mark the elements that are to be aligned horizontally. The element by which you want to align the marked elements should be the last to be marked.
  • Here, the elements are to be aligned horizontally next to the Req. end field.

• Select the Form Editor → Horizontal layout menu item.
• All previously marked elements are now aligned horizontally next to the last marked Req. end field.
• Save the changes made in the form editor.
• Result:
  • In the horizontal layout, the heading fields are aligned next to each other from left to right and the corresponding data fields below from left to right.

Align elements vertically

• Activate the customizing mode.
• Mark the elements that are to be aligned vertically. The element by which you want to center should be the last to be marked.
  • Here, the elements are to be aligned vertically below the Code field.

• Select the Form Editor → Vertical auto layout menu item.
• All previously marked elements are now aligned vertically below the last marked Code field.
• Save the changes made in the form editor.
• Result:
  • In the vertical layout, the heading fields are aligned from top to bottom and next to them, the corresponding data fields are aligned from top to bottom.

Note

• These menu items are only available if more than one element is marked.

In the Foreground/Background

Information

• Via these menu items, all marked elements are moved to the foreground/background.
• For cascading fields or headings, this defines what is displayed in the foreground/background.

Procedure

• In this example, the Project ID and Project name fields cascade.
• Activate the Customizer via Form Editor → Customizing Mode..

• For cascading elements, mark the element to be moved to the background (here, the Project ID field).
• Select the Form Editor → In the background menu item.

• Save the changes made in the form editor.
• Result:

Form/Horizontal Layout/Vertical Layout

Information

• Via these menu items, the layout of the data areas can be changed.

Procedure

• Activate the customizing mode via Form Editor → Customizing mode .
• Select the Form Editor → Vertical layout menu item.

• Save the changes made in the form editor.
• Result:

Details

• By selecting the appropriate entry, the layout of the data area is changed.
• If you switch from form (Layout = 2) to horizontal (Layout = 0) or vertical layout (Layout = 1), the data fields are displayed in the same order as in the data area.
• If you switch to form (Layout = 2) for the first time, the form positions of all visible data fields are automatically set according to the horizontal auto layout.

Example: Design data area as a form in Module Workflow Level 1

Context Menu Functions in the Form Editor

Unhide/Hide Data Fields

Procedure

• Activate the customizing mode via Form Editor → Customizing mode .
• Activate the area in which data fields are to be unhidden/hidden.
• Right-click in the required data area.
  • The context menu is opened, in which all visible fields of the corresponding window (marked by a checkbox) and invisible fields of a module are listed.

• In order to hide a field:
  • Deactivate the checkbox for the field you want to hide (here, the Manager field).
    • Alternatively, the data field can also be deleted via the DEL button. To do so, mark the respective data field and hide it by pressing DEL.
      • If a heading is hidden by pressing the DEL key, the corresponding field remains visible.
• Save the changes made in the form editor.
• Result:

• In order to display an invisible field:
  • Activate the checkbox for the field to be displayed.

• Save the changes made in the form editor.
• Result:
  • The new data field will be inserted at the position at which the context menu was opened.

• Move the field or heading to the required position if necessary.
• Save the changes made in the form editor.

Notes

• By holding down the CTRL key, several columns can be displayed or hidden at once.
• If several elements are displayed, the heading fields and the corresponding data fields are positioned next to one another and the separate data fields are positioned below one another.
• If a data field is hidden, the corresponding heading field is hidden automatically as well.

Details

• Displaying and hiding data fields in horizontal or vertical layout

Add New Data Fields in Form Areas

Objective

• Insert a new data field in a data area with form

Procedure

• Insert the new data field (here data field 001015 Priority) in the Data Areas module.
• Set the Window parameter = 9.
• Activate the DF options checkbox.
• Save.

• Open the module.
• Activate the Customizer via Form Editor → Customizing Mode..
• Activate the area in which the data field is to be displayed.
• Open the context menu and activate the checkbox for the new data field at the position at which the data field is to be displayed.

• Move the field or heading to the required position if necessary.
• Save the changes made in the form editor.

Note

• If the new data field is inserted in the Data Areas module and the Window parameter is not set to 9 but directly to the required window (1-3), the field is displayed in the top left corner of the respective window without the corresponding heading.

Form/Horizontal Layout/Vertical Layout

Information

• Via these context menu commands you can change the layout of the data areas.

Procedure and details are the same as that of the menu items of the same name.