Setting Form Layout

Subtopics

When you create forms, the Layout tab initially contains one row and one column, and all dimensions are in Point of View. When creating or editing forms, you can add rows and columns to a form, as necessary.

When setting row and column layout:

  • Assign at least one dimension to the row and column axis.

  • You cannot select the same dimension for multiple axes. (You can have dimensions on multiple axes if you set user variables in the point of view.)

  • Select a dimension from any axis and drag it to the destination axis to move a dimension from one axis to another.

  • Select display properties

  To set or update the form layout:

  1. Open the form, and then click Layout.

    See Selecting and Opening Forms and Folders.

  2. Optional: Click Dimension Icon to select a dimension, and then drag it to Rows or Columns, or within a row or column.

    Note:

    Initially, all dimensions are in the form point of view. You can drag dimensions from point of view to rows, columns, or to page. You can also drag dimensions from any area in the grid (row, column, point of view, or page) to any other area.

  3. Optional: Select another dimension, and then drag it to Rows or Columns, or within a row or column.

  4. Select each dimension’s members.

    See Using the Member Selector.

  5. Optional: To rearrange the order of dimensions in rows or columns, click Dimension Icon, and then select Move Dimension Up or Move Dimension Down.

  6. Select a row header (such as 1 or 2) to set row properties, or a column header (such as A or B) to set column properties using the information in this table (options are listed on the right under Segment Properties).

    Table 10. Segment Properties

    Option

    Description

    Apply to all rows

    Apply settings to all rows; available when there are two or more rows. Clear this option to set different properties for each row.

    Apply to all columns

    Apply settings to all columns; available when there are two or more columns. Clear this option to set different properties for each column.

    Hide

    Hides the column or row on the form

    Read-only

    Creates a read-only row or column, enabling comparison of old, read-only data with new, editable data

    Show separator

    Creates a bold border before the segment to visually distinguish it

    Suppress hierarchy

    Suppresses indentation.

    Suppress missing data

    Hides rows or columns without data. Clear to display rows or columns with “#MISSING” in cells when data is missing.

    Column width

    • Default: Use the column width defined at the grid level (under Grid Properties)

    • Small: Display seven decimal places.

    • Medium: Display 10 decimal places.

    • Large: Display 13 decimal places.

    • Size-to-Fit: Force all columns to fit in the displayed space based on the top data cell value.

    • Custom: Select a custom size to display more than 13 decimal places, up to 999 places.

    Row height

    • Default: Use the row height defined at the grid level (under Grid Properties).

    • Medium: Display standard row height.

    • Size-to-Fit: Force all rows to fit in the displayed space.

    • Custom: Select a custom size in pixels for the row height.

    To enable transferring global assumptions from a test to a production environment for a simple form, select Global Assumptions Form. Then update the form to store global assumptions such as a tax rate. See Designing Forms with Global Assumptions.

  7. Optional: Add formula rows or columns. See Adding Formula Rows and Columns.

  8. Optional: Add or update data validation rules. See Including Data Validation Rules in Forms.