Setting Composite Data Form Layout

Planning provides tools that allow you to create whatever composite data form layout is best for your application. Each area in the composite data form is called a section. Initially, you specify whether to divide the composite data 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 data form layout:

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

    See Selecting and Opening Data Forms and Folders.

  2. In Select layout, select one option:

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

      Planning displays the selected data forms across the composite data form from left to right in the order selected.

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

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

    The selected layout is displayed.

  3. Optional: Select one or more layout options to create additional sections and control data form display. Right click in a section and select:

    • Group as Tabs to display the data forms in that section as tabs. Data forms per row and Data forms per column are not available if you select this option.

    • Ungroup Tabs to clear Group as Tabs.

    • 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 data form section that contains simple data forms, the simple data 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 data forms from the split section are included in the left section, and the right section is empty.

  4. Optional: Click Delete Pane icon, and then click OK when prompted to remove a section from the composite data form.

    Note:

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

  5. To select simple data forms for each section, drag simple data forms from the left pane to the section, or select Add and Remove Data Forms in Section Properties, and then select simple data forms in the Add or Remove Data Forms dialog box.

    During runtime, the simple data forms selected for the composite data form display from left to right, and then from top to bottom within each composite data form section. The display order changes if “Display data forms as Tabs” is selected. When this option is selected, the data forms display in the order selected.

    Note:

    Composite data forms can contain only simple data forms.

    Note:

    You can drag simple data forms between sections of a composite data form.

  6. Optional: Use the arrow keys in Section Properties to rearrange data forms within a section.

  7. Optional: Click Add and Remove Data Forms in Section Properties, and then select simple data forms from the data form selection dialog box to add or remove simple data forms from a composite data form.

    Note:

    You can select a simple data form from the list in Section Properties, and then click Remove icon to remove it from the composite data form. You can also click a simple data form icon in a composite data form section, and then drag it outside the section boundaries to remove it from the composite data form.