Form Designer Overview
- Former user (Deleted)
- Rebecca David
- Damith Samarakoon
- Former user (Deleted)
Contact RIB in order to enable this feature and get permission to use the Form Designer.
The Form Designer tool provides users with the ability to design and customise forms based on their own processes.
For projects with Form Designer access enabled, Project Administrators will be able to use the Form Designer.
Accessing the Form Designer
The Form Designer can be accessed by Project Administrators in the Form Type Configuration:
Configuration > Form Types > Choose the Document you wish to design/edit > Click on Form Designer
At a Glance
The Form Designer screen has 3 main sections, from Left to Right:
Form Elements and Field Types (User Fields, Labels, Lists, Document Details, Sections)
Form Area (Standard Column Widths 3:9, 2:4:2:4, 12)
Cell Properties (When cell is clicked)
Form Elements and Field Types
The Field Types located in the left pane (depicted above in Red square) is where you will find:
Form Elements
User Fields
Standard Fields
Project Elements
Document Elements
Addressing Elements
Form Area
The Form Area displays in the middle pane (depicted above in Purple square), consisting of a grid. This is where you will place Field Types to create your form (left pane depicted above in Red square).
The Layout Template can be toggled per row between:
3:9 is the default layout
2:4: 2:4
12
Fixed Cell Width and Height
The Layout Template’s cell width and height are fixed.
Field types can be adjusted to span over more or less columns and rows.
The maximum amount of columns is 12 and cannot be adjusted.
The number of rows can be added or subtracted to.
Within List Tables, you may have as many or few columns as required.
Spacer Rows can be used to create space between rows, rather than adjusting row heights.
Cell Properties
The Cell Properties pane on the right hand side (depicted above in green square). Clicking on a cell that has a label or user field in it will bring up details regarding that cell. This includes the type, code, description, custom classes, border styles and edit details of the user field.
Reset, Undo, Redo, Default Layout, Preview and Save
Reset - this will reset the entire layout back to the original blank grid state.
Undo - this will undo the last two changes made to the form.
Redo - this will redo the last two changes made to the form.
Default Layout - this will lay the user fields that have already been created and are available for this form in a vertical fashion down the page.
Preview - this will give the user a view of the form as it will be seen when creating.
Save
Save Your Work!
We recommend that you make a habit of saving your work in the Form Designer at regular intervals.
Don't forget to press 'Save' before you exit!
Form Designer History Logging
Added history logging for the form designer so that saving the form layout is logged in the form type configuration history.
