Standard Lines

Most form lines fall into this category. It provides the definition of a field on the form, including the label to display.

The base product provides the C1-StandardLine business object, which has the common structure of a form line.

A standard line can be configured to either create a new field or point to an existing field in the system. To create a new field, specify Create New in the Definition Field Usage and specify the data type, the applicable settings for the data type and the label definition. To point to an existing field, specify Use Existing in the Definition Field Usage and specify an existing field in Definition Field Usage.

The base business object supports most basic field data types that the Framework supports - i.e. character, number, money, date, boolean, etc.

Character field types can be validated using a Validation Pattern that uses an Extended Lookup, C1-RegularExpressionLookup. The Extended Lookup uses a regular expression to define the pattern. The validation is only performed if the Form Line Configuration Validation form rule, C1-ChkReqSectionsLines is included on the Form Type.

In addition, special data types are also supported: simple lookup, extendable lookup and foreign key reference.

Simple lookups are used when the line's possible values is a simple list of descriptions. To configure a form line to point to an existing lookup, specify Use Existing in the Definition Field Usage and specify an existing lookup field in the Definition Field Name. To configure a form line to create a new lookup field, specify Create New in the Definition Field Usage and define the lookup field and values.
Note: The initial list of values can be specified on the line configuration. However, once the lookup field exists, any changes to the lookup values must be done via Lookup maintenance.

Extendable lookups are used when the lookup values require additional information. For example, a list of counties may be set up using an extendable lookup. Each county can specify not only the description of the county, but also a distribution code. To configure a form line as an extendable lookup, the extendable lookups have to be defined first, via Extendable Lookup maintenance. When defining the form line, specify Use Extendable Lookup in the Definition Field Usage and specify the Extendable Lookup BO.

Foreign key references are used when the form line needs to contain a value that exists in one of the tables in the product. For example, a registration form may specify an industry code, which must be defined in the Industry Code table. To configure a form line as a foreign key reference, specify Use Foreign Key Reference in the Definition Field Usage and specify the Foreign Key Reference. In addition, specify the UI Map Usage, to indicate whether the values will be displayed as a dropdown list or as an input field with search.
Note: Input Field should be specified only if the foreign key reference has a custom search.

Form lines can be configured to map to a Related Form Field. The Related Form Field list consists of columns in the tax form or registration form. When a form line is mapped to a related form field, the line's value is copied to the corresponding table column. When mapping a form line to a related form field, specify the Form Line Mapping setting, to indicate whether the copy happens every time the form is updated or only when a form rule executes.

For each form line, the following elements may be configured:
All of the above mentioned elements have a Display Label setting. To ensure the proper display of line details, this setting should always be the same for all applicable elements.
CAUTION:
HTML rendering considers labels as elements or widgets too. Therefore, labels add to the form's size. Carefully consider when the labels for these extra elements should display. For instance, when the line only has As Current is applicable, it's probably not useful to display the 'As Current' label. More importantly, when enabling As Reported, Override and/or Change Reason on a repeating group of lines, the 'As Current', 'As Reported', 'Override' and 'Change Reason' labels should be enabled for the first line only.