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Starting Detail Forms for Multiple Tabs

To launch an additional detail form to create a new tab:

1 Open the business process for which you want to design the tabs.
2 In the Navigator, click Detail Form. The Forms pane opens, showing the standard detail form Primavera uDesigner automatically launched.
3 On the right pane, choose New > Manual. The Form Design window opens.

 

If you prefer, you can create the form from a snapshot of another form. To do so, choose New > From Snapshot, then follow the instructions under Restoring a Version of a Design.

4 On the General tab, enter a name and description for the detail form, and click OK. Primavera uDesigner includes the name of the new detail form on the list in the right panel.
5 To create additional tabs, repeat steps 3, 4, and 5.

Primavera uDesigner displays the name of the form on the right pane. To complete the form, use the instructions under Adding Blocks to a Form and also Adding Fields to a Form.

For each of the detail forms you start, Primavera uDesigner automatically creates a blank line item list. To design the line item lists, see Adding a Line Item List to a Form.

An Extra Step for Multiple-Tab Forms

Designing forms with multiple tabs requires that you return to the properties window for the upper form and specify options that can be activated only after you have designed the detail forms for this component.

To specify these options:

1 Open the business process that contains the multiple tabs.
2 In the Navigator, click Upper Forms. The Forms pane opens.
3 On the Forms pane, select the name of the upper form and click the Properties button. The Form Design window opens.
4 Click the Options tab.
• If this is a view form, only the following option appears:

 

 

• If this is an action form, the following options appear under Line Items:

 

 

a If this is an action form, click the tab name on the left, and specify the line item options on the right as follows:

If the tab should be hidden (for example, if the user should not see the tab at a particular step in the workflow), select the Hide current tab check box. (This option is not available for the standard tab.)

Select other check boxes if you want to allow users to:

• Add, copy, and remove line items
• Add attachments to line items
• Add summary line item amounts
• Modify line items Modify the statuses of line items
b Click OK.

 

 

 

 

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