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Form designer overview

 

Prerequisites

 

Introduction

SoftExpert Form provides a screen with all the tools necessary for creating and designing a form.

Its editor allows for adding fields easily, in addition to enabling a smart alignment among the components and having the zoom feature to make it easier to view the designing area.

Watch the video to understand how the form designer screen is divided:

 

Toolbar

Record

Save Saves the changes made to the form.
 
 

Actions

Display form Allows for previewing the form in execution mode, that is, in completion mode.
Evaluate form A screen will open to let the user know whether the form has any errors. For example: components inserted in the form without table fields associated.
Queries A screen will open to allow the user to configure queries for database searches and updates, with the possibility of using commands in the formulas.
 
 

Edit

Delete All components selected in the designing area will be removed.
Move

Click on the arrow located below this button to display the displacement options:

  • Bring to front: moves the selected item one level (layer) above, causing any item overlapping the moved one to be placed behind it.
  • Send to back: moves the selected item one level (layer) below, causing any item overlapped by the moved one to be placed in front of it.
Select all Selects all components inserted in the designing area.
 
 

Organize

Align

Click on the arrow located below this button to view the item alignment options:

  • Align left: vertically aligns all selected components with the leftmost component.
  • Align right: vertically aligns all selected components with the rightmost component.
  • Horizontal center: horizontally centers all selected components with the leftmost component.
  • Vertical center: vertically centers all selected components with the topmost component.
  • Top: horizontally aligns all selected components with the topmost component.
  • Bottom: horizontally aligns all selected components with the bottommost component.
Dynamic alignment Enables dynamic alignment; in other words, if this feature is enabled, when the item is dragged in the designing area, the system will show a line once it is horizontally or vertically aligned with another form item.
 
 

View

Data Allows for viewing the data of the form.
 
 

Tools

Import from table The system will add components that correspond to the fields created in the form table; such fields will be automatically inserted in the designing area of the form. If the table has no fields added, no changes will be made to the form.
Save as image This option allows for saving the form as an image so that the user can see clearly how the form fields are designed.
Rules

Click on the arrow located below this button to see the available rule options:

  • Load: the system will open the formula editor for the user to configure the rule that will be applied when the form is loaded during its execution. For further details on the formula editor, refer to the User guide > Tools > Formula editor section.
  • Save/Close: when this option is selected, the system will open the formula editor for the user to configure the rule that will be applied when the form is saved during its execution. For further details on the formula editor, refer to the User guide > Tools > Formula editor section.
Mobile The system will display a screen that will allow for defining which form fields will be presented in the mobile completion version, available when the form is being used in a process automated for SoftExpert Workflow. See further details in the Running a mobile simulation article.
 
 

 

Items panel

Components

Input Allows for inputting data of the text, number, and decimal types.
List of values Allows for selecting a value by means of a selection list or a search.
Checkbox Allows for checking/unchecking an option.
Radio button Allows for checking an option among multiple ones (other radio buttons).
SpinInput Allows for inputting data of the number type.
Text Allows for inputting text.
Rich text Allows for inputting rich text, that is, formatting the text (setting or changing font type, size and color, applying the bold, italics, and underline styles), formatting paragraphs, and inserting tables, links, and images.
Date Allows for inputting data of the date type.
Time Allows for inputting data of the time type.
Grid Allows for associating multiple records, such as items of an order.
File Allows for adding a file.
Signature Allows for adding the user's signature.
 
 

Structural elements 

FieldSet The FieldSet is shown with all of its area highlighted. Use this exhibition component to separate form fields into areas.
Title Allows for adding a title to the form, a text to a field, or a general message.
Image Allows for inserting an image in the form.
Button Allows for inserting a button in the form.
 
 

General data

Form revision This component shows the revision date of the form. It will be displayed only if the form table is configured with revision control.
 
 

Container

Cause analysis If the Cause analysis container is enabled, this option will be shown on the form data screen. This component allows for performing a cause analysis when the form is associated with a process activity automated for SoftExpert Workflow. 
Note: The process activity must be configured for the cause analysis step.
Action plan If the Action plan container is enabled, this option will be shown on the form data screen. This component allows for viewing or adding/editing action plans when the form is associated with a process activity automated for SoftExpert Workflow.  
Note: The process activity must be configured in order for action plans to be associated or viewed.
Attachment Allows for adding or viewing attachments directly from the form associated with a process activity automated for SoftExpert Workflow.
 
 

 

Conclusion

Now that you know the structure of the editor, learn how to design a form.

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Index

Prerequisites Introduction Toolbar Items panel Conclusion

Creating a web form

Creating a responsive form

Managing forms

Associating forms with processes

Advanced resources

New features