Help > Setting up ReadSoft Capture Framework > Creating and managing input forms > Optional adjustments when auto-generating a form

Optional adjustments when auto-generating a form

If you create a form and choose to have it generated automatically (as opposed to creating it from scratch), there are still some adjustments you can make to fine-tune it.

Any of the following things can be done on the Design tab of the Create form dialog or the Form settings dialog.

Tasks that affect what the form will look like

Procedure

Create a group of controls to be kept together (a group box).

  1. Click in the Group column.

  2. Type a name for the group.

  3. Copy and paste the same name into the Group column of each field or table that is to be included in the group.

Note: All fields or XBOUND tables that are contained in a group must be kept together, with no other controls among them. And the first control in the group that is to be included on the form must start a new line (i.e. Start line must be selected).

Select which fields are to be included.

Select in the Use column – or select Use all.

Specify field labels.

Click in the Label column to change a name.

Labels for tables are displayed in the table headers. (Note: Tables are not supported in web forms.)

Labels for checkboxes are displayed to the right of the checkbox.

Select whether labels are to be placed above or to the left of controls.

Only for text boxes and combo boxes.

Not supported for web forms.

Select Labels above controls or Labels to the left of controls.

If labels are placed to the left of controls, specify (in pixels) a width for them. By default the label is 100 pixels wide.

Select the control type for each XBOUND field.

Click in the Control type column and select an available control.

Note: Not all of the control types are available when auto-generating a form. For normal fields you can select TextBox, CheckBox or ComboBox. For XBOUND tables only Table is available. The full set of controls is available in the Validation Designer. The controls are described in here.

Adjust the width of the form.

Not supported for web forms.

Click in the Form width (pixels) box and specify the width of the form to be generated, including the image viewer.

The value is divided by two, because two panels are created next to each other – the viewer for the image and the panel containing the fields. If you specify a width of 1200 pixels, each half is initially 600 pixels wide.

By default the form is 1000 pixels wide.

Note: This is only used for the initial generation of the form. The size of the panels is not taken from the preview mode. You can adjust the width in the Design pane of the work area for forms, and the user can rearrange the panels as needed in Verification.

Change the order of the fields.

  1. Select one or more lines in the list of fields.

  2. Click or to move the selected line(s) up or down one line on the form.

    Alternatively, click or to place the selected line(s) at the top or bottom of the form.

Tip: You can use drag and drop for this, as well.

Note: The position of the items affects the tab order in the finished form.

 

Tasks that can simplify your design work

Procedure

Check what the form looks like with the current settings.

Click Test.

Tip: You can keep the Form preview dialog open while you make changes. However, to see the result you must click Test again.

Limit the fields and tables that are currently displayed.

In the Filter box, type the letters to search for. Then only field(s) and group(s) with names containing those characters are displayed.

For example, type Invoice in the box to display only fields or groups that contain "Invoice" in their name.

Now you can select Use all to select only the displayed items.

Hide all items that are not currently included on the form.

Select Hide all unused. This hides items that are not selected in the Use column.

Creating a form

Editing a form

Input forms for use in Verification: Overview