This is where you create and modify templates. Fields are dragged from the toolbar onto the grid. Once on the grid they can be moved around by dragging them. Text can also be typed into cells on the grid. The properties of each field can be modified depending on the visual and functionality needs for the form.
1.1 Main Menu
The main menu contains file operations, views options, and business operations like security, workflow, and publish. From here you can add a new sheet or Android view, and change the way the template is viewed to print layout or web layout.
1.2 Styles and Formatting
Change the appearance of cells and fields. You can modify the font, colors and cell borders. You can also merge cells, clear the formatting, and reset the cell to default.
1.3 Field Name
This is only applicable to fields within cells. It is best practice to give fields a name so that later on the names can be used in reports or for linking to other templates.
Just like spreadsheets you can add functions to cells. This allows you to calculate things like totals and percentages. Conditional statement and external fields are also entered here.
1.4 User Defined Buttons
These buttons are used in conjunction with workflow. Each button is linked in the workflow window to one or more commands. These buttons can range in complexity. For example a button can be used to issue the print command or it can be used to issue a condition based statement that checks to see if approval has been given by a manager before it proceeds with the rest of the commands.
1.5 Tool Bar
All objects on the Tool Bar can be dragged onto the workspace. The objects table, grid, and section are all containers for fields. Fields can be dragged directly onto the grid.
This is where you create your template. Objects are dragged from the Tool Bar onto the Workspace. Columns and rows can be added, removed, and re-sized.
The properties area contains object specific properties. The properties for the selected object will appear here. If no object is selected, the properties for the sheet will appear.
1.8 Internal Field Explorer
Each field on the workspace shows up here. You can hide, rename, and delete fields and tables from here. It is recommended to name all tables and folders.
1.9 External Field Explorer
When linking to an external table, the fields for that table will appear here.
A template can have multiple sheets. These sheets appear as tabs in a published application. This is useful when there is too much information to have on one sheet or if some pages need to be viewable only by specific users.
Below are the icons for containers
Below are the icons for Fields
A template is the design view of an App. When it's ready, it can be published and used by other users.
A page is used to organize apps that you wish to publish. When published, all of the apps within the page view are also published. When you click on “Page View”, the following window will be displayed:
To add templates to a page, drag and drop the template from list on the left to the “Page View” on the right.
When saving for the first time, you will be prompted for a name. All changes made to the “Page View” will be saved.
All apps in the “Page View” will be published to the list of users that you select.
4.5 Template Properties
Select the check box to view the template properties.
The Template properties contain the following:
- Name: The Name of the template.
- Creation By: The user who created the template.
- Created On: Date and Time created.
- Icon – You can set the icon for your app. As you click on the “+set icon” button, the “Icon manager” window will open. You can choose the icon for your template.
- Background Color - You can choose the colour to change the background of the template.
- Category - You can add category of the app. As you click on the “+Add” to add category, the drop down will open which contains –
- Accounting and Finance
- HR, Legal and logistics
As you choose the category, then message will displayed as
- List Order By - You can add category of the app. As you click on the “+Add” to add category, the drop down will open which contains –List order by:
- Creation Date
- Modification date
- Document Name
- Is order Ascending:
- Auto Name:
- Save Dialog - A dialog will pop-up each time you save a transaction.
- Save Dialog with suggestions
- Direct save - Automatically saves the transaction using the Auto name formula created.
- Auto name formula - e.g. FName + " " + LName
- Is Unique Name:
- Date Format - (YYYY-MM-DD) You can change the date format
- Transaction List - As you click on “+Edit” in transaction list, “Transaction List Manager” will open. Its use is to modify what columns will show on the transaction list.