› User interface › Forms › Manually create forms › Create a form

Create a form

You can manually create forms with a quick set of common properties.

  1. Navigate to User interface > Forms.
  2. Click New.
    The Create new form dialog box is displayed.
  3. Configure the General properties.

    Name

    The name of the form.

    A form name must be valid. For example, the form name cannot be "Open" or "Close". If the form name is invalid, a message appears.
    Category

    The category the form should be associated with. (Default: Default category)

    Design
    Form type

    To specify a primary form among the desktop, phone, or tablet form types, select one of the following:

    • Desktop: Opens the desktop form as the primary form in the form designer. A desktop form is created by default.
    • Phone: Opens the phone form as the primary form in the form designer. The form is touch enabled by default.
    • Tablet: Opens the tablet form as the primary form in the form designer. The form is touch enabled by default.

    • When you switch your form between desktop, phone, or tablet mode, and when those are using touch or non-touch, they are displayed in WYSIWYG.
    • When you add a Redirect action to a form (desktop, phone, or tablet) and select a target form, and if the same form type exists then the initial parameters of that form type are displayed. Otherwise, the initial parameters of the identified primary form are displayed.
    • When you configure a navigation menu and select a form, it displays the initial parameters of the primary form.

    Width mode

    By default, the width mode set in the system settings is displayed. To change the default setting, select either option:

    • Fixed: Retain the default width (1300px) or specify a custom width in pixels, in the Width box.
    • Percentage: Set the Width of the form in percentage and Design height in pixels to display the form relative to the browser window. (Default Width: 100%); (Default Design height: 600px)
      • If you add a cell or control to a cell in percentage mode, you can modify the width as a percentage. (Default: 100%)
      • A label associated with control always has a fixed width.
      • If a form is set in percentage mode, resizing the browser window resizes the controls. However, the width of the associated label remains fixed, as configured.
      • If you add a column or cell to a form and the existing items are less than 98% in total (percentage or pixels), the new column or cell takes up the remaining space (to a total of 98%). The width of existing columns or cells does not change.
      • You cannot add a new column or a cell to a form if the existing items on the form are greater than 98% in total (percentage or pixels). You must resize the existing cells or columns to allow space for the new ones in the form.
    Header and navigation
    Horizontal menu

    Accept the default navigation set globally or select a custom Menu (Other) to display horizontally in real-time. You can only select a navigation menu that is already created. See Create a navigation.

    Vertical menu

    Accept the default navigation set globally or select a custom Menu (Other) to display vertically in real-time. You can only select a navigation menu that is already created.

    For a tablet or a phone form, you can only use a vertical navigation menu. The horizontal navigation menu is unavailable for touch forms.
    Header form

    Accept the default header or select a custom (Other) form for the header. If you select None, the form is created without a header.

  4. Click the Layout tab to configure the layout of the form. Select either option.

    • Template: Select a template from the following available options:

      • One column (default)

      • Two columns

      • Three columns

      • One column, cell layout A

      • One column, cell layout B

      • Two columns, cell layout A

    • Custom: Specify the number of columns and rows.

  5. Click OK.

    A new form is created and opened with all the settings that you configured. However, the form is not saved automatically. You must manually save the form once you complete additional changes if any.

See also: