Form Designer Elements

Elements are the primary building blocks utilized when (a) creating a Form or (b) creating a element that will be used in a Formula (calculation). Whether you are creating an Order Entry form, Ecommerce form, or Invoice and Work Order forms for your printed reports you will need to become familiar with creating, modifying, and using elements. 

There are several different types of elements available for use in the Form Designer on the toolbar:

• Form Layout Elements
  • Section
  • Input Group
  • Show/Hide Panel
  • Splitter
  • Spacer
• Input Elements
  • Single-Line Text Input
  • Multi-Line Text Input
  • Number Input
  • Checkbox
  • Dropdown
• Labels 
  • Single-Line Label
  • Multi-Line Label
  • Web Link

• Linked Elements
  • Dynamic Component Group
  • Linked Assembly
  • Linked Labor
  • Linked Material
  • Linked Machine

Common Properties for Elements

• Label
  • The label of an element is the display name you wish to apply to the element. Labels can include spaces and other characters to improve clarity and readability.
• Variable Name
  • The variable name is utilized on Input Elements. The variable name is used in Formulas when you wish to reference the value of an Input Element. Variable Names must be unique and do not allow any spaces. 
• Tooltip
  • A tooltip is a brief description about the Element which will display when a user hovers over the element with their mouse cursor. 
• Make this a required field.
  • This property allows you to toggle the Required state of any Input Elements. 
• Default Value
  • This property allows you to define the default value that will populate the Element. For instance, if you had a Numeric Input for "Height" then you may wish to set the Default Value to 1 if you always wanted 1 to appear in the Height field or variable by default until overridden.

Form Layout Elements

These elements are used for organizing the overall layout of your form. They allow you to group other elements together, define the spacing and number of columns available within a given section, and so forth. 

Section

The section element is the first element you should add to a form. Adding a section to a form creates a 1-column (optional 2 column) container for you to place other elements inside of to organize your layout. 

Properties

• Column Switcher 
• Label
• Tooltip

Example

Below is an example of two Sections on the Order Entry: Basic layout. 

• The top Section is set to (1 column) and (1) Input Group has been placed inside of it. 
• The lower Section is set to (2 columns) and (1) Input Group has been placed into each column of the Section. Notice that the input groups in the lower Section are half the size of the top Section.