Help > Applications and plug-ins > Validation Designer: Menu commands and buttons

Validation Designer: Menu commands and buttons

File menu

New

Form

Opens the Create form dialog, where you create a new form for the selected document type.

Panel

Creates a new panel for the selected form.

Business Rule Group

Opens the Add business rule group dialog, where you can create a business rule group.

Business Rule

Opens the Choose business logic template dialog, where you can select a business rule template.

For more information see Adding and configuring a business rule.

Open

Opens the Open business rule group or form dialog, where you can select a form or business rule group to open.

Open recent tabs

Restores the tabs that were open the last time you left the selected process during the current Management Center session or (if the console was saved) previously.

Tip: Tabs that are open when you save and close the console are restored the next time you use that console.

Delete

Deletes the current form or business rule group.

Settings

Opens one of these dialogs, depending on whether a form or a business rule library is currently displayed: 

Process step assignment

Opens one of these dialogs, depending on whether a form or a business rule library is currently displayed: 

Check out / Check in

Checks the selected process out/in for editing.

Save changes

Saves the changes made in all open forms and business rule groups.

Discard unsaved changes

Discards all changes in all open forms and business rule groups since the last time you saved, and removes the checkout status.

Saved changes are kept. If you want to make further changes, you must check out the process again.

Import

Form

Opens the Import form dialog. See Importing a form.

Business logic

Opens the Import business logic dialog. See Importing business logic.

Export

Opens the relevant Export dialog (depending on the currently displayed tab), where you can export the form or export the business logic.

Conditions

Opens the Manage conditions dialog, where you can add, edit, or delete conditions used in conditional business logic.

Libraries

Opens the Business rule libraries dialog, where you can add business libraries, update them, or delete them.

Disabled if a process is checked out.

Form manipulation

Opens the Form manipulation dialog, where you can add conditions that affect the appearance of forms at runtime. Changes made here are visible to Verification users in the Details dialog.

Custom actions

Opens the Manage custom actions dialog, where you can add, edit, or delete custom actions in the current form.

Connections

Opens the Edit connections dialog, where you can add a database connection, or edit or delete one.

Queries

Opens the Edit queries dialog, where you can create a database query, or edit or delete one.

Edit menu

Cut

Cuts the selected items. You can paste them into another position.

Copy

Copies the selected items to the Clipboard. You can paste them into another position.

Paste

Pastes cut or copied items at the cursor position.

Delete

Deletes the selected items.

Select all

Selects all of the items where the cursor is positioned.

Align Use these settings when adding controls to a form panel.

Left

Aligns all selected form controls to the left / center / right. The reference point is the control that was selected first.

You can also use these toolbar buttons:

Vertical

Right

Top

Aligns all selected controls to the top / center / bottom. The reference point is the control that was selected first.

You can also use these toolbar buttons:

Horizontal

Bottom

Tab order

Opens the Edit tab sequence dialog, where you can change the tab order of controls.

Allow fields to be forced valid

Opens the Allow fields to be forced valid dialog.

Disconnect business rule

Available when a selected business rule belongs to two or more business rule groups. Use when you are editing a business rule and want to apply changes only in the current business rule group.

To see how many business groups will be affected, look under Business logic details, where it says for example Rule activated – used in 3 business rule groups.

Note: You cannot undo this action, nor can you reconnect the business rule so that it is used in multiple groups. When needed, disconnected business rules must be edited separately in each group.

Copy to all fields

Pastes the selected business rule into all fields or table columns of the document type.

Copy to fields

Pastes the selected business rule into the selected fields or table columns of the document type. For instructions, see Copying a business rule to specified fields.

You can filter field names for a specified text, or you can select/deselect all fields using Copy to all fields.

Copy to business rule group

Opens the Choose business rule group dialog, where you can copy business rules to other business rule groups. All business rules below the selected node are copied to other (selectable) business rule groups.

Test

Opens one of these dialogs, depending on whether a form or a business rule library is currently displayed: 

Debug

Opens the Debug business logic dialog for debugging a business rule template project.

View menu

Refresh

Refreshes all displayed data.

You can only refresh if the process is not checked out to you. If the process is checked out to you, no changes to the process from the outside can have occurred.

Select first tab

Switches focus to the tab on the far left in your work area.

Close tab

Use these commands to close tabs and clean up your work area.

Close all tabs

Close all tabs except the active one

Collapse all nodes

Collapses all nodes in the Document types pane.

Collapse all nodes except the selected node

Collapses all nodes in the Document types pane except the currently selected node.

Expand all nodes

Expands all nodes in the Document types pane.

Errors

Opens the Configuration errors dialog, where you can see a list of errors associated with the open tabs.

Help menu

View Help

Opens this help.

About Validation Designer

Displays version information.

Validation Designer plug-in

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