Setting Composite Form Layout

Planning provides tools that allow you to create whatever composite form layout is best for your application. Each area in the composite form is called a section. Initially, you specify whether to divide the composite form layout into two side-by-side sections, or two sections that are stacked one above the other. There is also a custom layout option.

  To set composite form layout:

  1. Open the composite form, and then click Layout.

    See Selecting and Opening Forms and Folders.

  2. In Select Layout, select an option:

    • Custom Layout Custom Layout to create your own composite form layout.

      Note:

      The custom layout option is selected by default.

    • 2–Row Layout 2–Row Layout to split the composite form into two sections, one on top of the other, divided by a horizontal line.

    • 2–Column Layout 2–Column Layout to split the composite form into two side-by-side sections divided by a vertical line.

    The selected layout is displayed.

  3. Add, rearrange, or delete simple forms as desired.

    See Adding Simple Forms to a Composite Form Layout, Rearranging Forms in the Layout, and Deleting Simple Forms from a Composite Form.

  4. Optional: Click Show Menu Icon in the upper right side of a section to select the following additional layout options for that section:

    • Split Horizontally to split the section into two sections, one above the other.

    • Split Vertically to split the section into two side-by-side sections.

      Note:

      When you split a composite form section that contains simple forms, the simple forms remain in the original section. For example, if you split a section vertically, the original section is divided into two side-by-side sections. The simple forms from the split section are included in the left section, and the right section is empty.

    • Delete to remove a section from the composite form.

      When you delete a section from a composite form, the simple forms included in that section are also deleted from the composite form, unless they are included in other sections of the composite form.

    • Add Form to display the Form Selector dialog box where you can select additional forms to add to the layout.

    • Group as Tabs to display the forms in that section as tabs.

    • Ungroup Tabs to clear Group as Tabs.

  5. Click Save to save the Composite Form layout.

    Tip:

    You can edit a simple form from within a composite form. Right-click the simple form, and then select Form Designer. Edit the form as described in Editing Forms. Access permissions apply as described in Forms and Access Permissions.