Administration Guide

Organizing Elements on the Form

Once you have added all necessary elements to the Form, you can organize them in sections, change their display order, and insert instructions and hyperlinks where needed.

NOTE: Alternatively, you can first add sections to your Form, and then populate them with fields and instructions.

When your Form has the dialog box style, you can group elements in several sections and specify captions and instruction text for each section. You can use conditions to control the visibility of certain sections. Conditions are logical operations based on field values and macros. When users open the Form with a conditional section, Alloy Navigator displays that section only when the condition is true. Otherwise, the section will be hidden.

On wizard-style Forms, sections appear as wizard pages. When the user navigates to a conditional page, Alloy Navigator displays the page only when the condition is true. Otherwise, the page will be skipped.

INFO: For illustration, see Window Style: Dialog Box or Wizard.

You can arrange elements on Action Forms as follows:

  1. From the Sidebar, navigate to Workflow and Business Logic > [Module] > [Object Class] > Workflow > Components > Forms.
  2. Double-click a Form. The [ActionFormName] dialog box opens.
  3. Depending on the window style of your Form, arrange the elements in sections or wizard pages as follows:
    1. For a dialog box:
      1. Select the element under which you want to add a separator and click New > Section. The Section dialog box opens.
      2. Type a caption for the section. To create a section with no caption, leave the Section caption field empty.
      3. By default, all sections appear unconditionally. To define a section condition, click Edit under Condition and configure conditions in the Criteria dialog box.

        INFO: For details, see Building Criteria.

        NOTE: When some Fields have initial values, Alloy Navigator assigns them regardless of the section condition, i.e. all fields would get their initial values even if the section remains hidden. For details on assigning initial values, see Adding Physical Fields on Forms and Adding Virtual Fields on Forms.

      4. Click OK.

      Repeat these steps to add more pages. Each section includes elements between its separator and the next separator. You can use the Move Up and Move Down buttons to place all fields and separators as needed.

    2. For a wizard:
      1. Select the element under which you want to add a separator and click New > Page. The Page dialog box opens.
      2. Type a caption for the wizard page. To create a page with no caption, leave the Page caption field empty.
      3. By default, all pages appear unconditionally. To define a page condition, click Edit under Condition and configure conditions in the Criteria dialog box.

        INFO: For details, see Building Criteria.

        NOTE: When some Fields have initial values, Alloy Navigator assigns them regardless of the page condition, i.e. all fields would get their initial values even if the page remains hidden. For details on assigning initial values, see Adding Physical Fields on Forms and Adding Virtual Fields on Forms.

      4. Click OK.

        Repeat these steps to add more pages. Each page includes elements between its separator and the next separator. You can use the Move Up and Move Down buttons to place all fields and separators as needed.

        NOTE: For wizard-style Forms, Alloy Navigator may implicitly create the first page using form elements listed before the very first separator. By default, the first page is titled General. If you want a different caption, you must place a separator before the first element and customize its caption. For illustration, see A wizard-style Form:.

  4. To add some text or a hyperlink to your Form:
    1. Click an element (a separator or a field) below which you want the text to appear and click New > Text. The Text dialog box opens.
    2. Type your text. To insert dynamic values, click Insert Placeholder and select a value using the Select Placeholder dialog box.

      INFO: For details, see Inserting Placeholders.

    3. If you want this text to become a hyperlink, type the full path for the hyperlink in the URL field. To insert dynamic values, click the ellipsis button and select a value using the Select Placeholder dialog box.

      INFO: For details, see URL Hyperlinks on Action Forms.

    4. Click OK.
  5. Use the Move Up and Move Down buttons to change the display order of Form elements.

    NOTE: You can copy your section or page separators and text elements using the Copy and Paste commands from the context menu.

  6. When done, click OK.