Viewing Details About Form Fields

After a form is complete, you or another designer might need to re-check field details to see how they behave. An easy way to see an overview of the fields and how they have been designed is to open the Properties window from the Form Designer window.

On the Elements Properties window, double-click the name of the element. A second element Properties window opens. This window displays the following information about the field:

This field:

 Shows this information:

Name

The system name of the data element

Label

The name of the field as it will appear on the form

Type

Where the element came from—the Custom Elements list or the Standard Elements list. If the data element is linked, for instance, to a field on an attribute form, this field will display "Linked Data Element."

Data Definition

The data definition on which this element is built

Access

How a user can interact with this field. If it is:

  • Read-only, the field displays information; the user can do nothing in the field
  • Editable, the user can enter text or numbers in the field, or select it if it is a radio button or check box
  • Editable (Required), the user must enter something in the field, or select an option

Block

The name of the block in which the elements appears on the form

Data Entry

How data will be entered into this field. If it is:

  • Manual, the user should manually enter the data
  • Formula, Unifier will calculate the value for this field and automatically enter it.
  • Auto-Populate, Unifier will automatically populate this field with data

Formula

If the data entry type is Formula, uDesigner will show the formula here.

Auto-Populate Source

If the data entry type is Auto-Populate, uDesigner will show the source the auto-populated data comes from (such as a referenced business process or a constant value).

Source Element

If the data entry type is Auto-Populate, uDesigner will show the name (not the label) of the data element the auto-populated data comes from. If the source of the auto-population is a constant value, the content of that value will appear in this field.

Reverse Auto-Populate Destination

If the field on the form is configured to update other information using the Reverse Auto-Populate feature, uDesigner will show the name of the record, form, or line item that will be updated.

Destination Element

If the field on the form is configured to update other information using the Reverse Auto-Populate feature, uDesigner will show the name (not the label) of the data element that will be updated.

Notes

Any notes that were included when the field was added to the form, such as the field's behavior, or how it is populated.


Last Published Monday, June 3, 2024