Defining Customized Forms
You can define customized versions of certain forms in the Form Customization window.
See: List of Customizable Forms
Note: If you want to restrict access to query-only for a form, you do not need to create a customized version. Instead you create a new form function, setting the QUERY_ONLY parameter to YES.
See: Setting Up Query-only Access to Forms
To define a customized version of a form:
1. Select the name of the standard form in the Form to be customized field. All GUI Smart Client form names are prefixed by F4.
2. Enter the name of your new version in the Name field. This name is used when defining menus but it is not seen by users.
3. Select Enabled if you want the restrictions to come into effect. If you do not select this option, the customized version of the form behaves the same way as the standard version.
4. Enter the titles to appear in the new version of the form:
- In the Standard Title field, enter the window title to be seen by users who can use the form for data entry and editing.
- In the Query Title field, enter the window title to be seen by users who have view-only access to the form.
5. Save your new version.
6. In the Restrictions block, select the Type and Value of the restriction you want to define. The types and values available depend on the form you are customizing.
Adding the Customized Form to a Menu or Task Flow
If you want to add the customized form to a task flow, you must create a Task Flow Node for it.
If the customized form is called directly from the Navigator window, your System Administrator must define a menu function to call the form with the customization. The System Administrator can add this function to any menu.
Note: If you want to use a customized version of the People form, People Folder, or Assignment Folder to start a task flow, you should define a new customized task flow node and then define a menu function to call the task flow.
Defining Task Flow Nodes
Calling Customized Forms and Task Flows from Menus