Creating Simple Forms
Table 6-1 Simple Form Creation Checklist
Task | Want to Know More? |
---|---|
Set form layout, including:
|
See Setting Form Layout. |
Define page axis and point of view | See Defining Simple Form Page and Point of View. |
Select members | See Using the Member Selector. |
Set form precision, context menus associations, and whether to enable dynamic user variables | See Setting Form Precision and Other Options. |
Select business rules and set properties | See Using Business Rules. |
Define access permissions | See Setting Up Access Permissions. |
Design formula rows and columns | See Designing Forms with Formula Rows and Columns. |
Design data validation rules | See Designing Forms with Data Validation. |
To create simple forms:
- Select Administration, then Manage, and then Forms and Ad Hoc Grids.
- Click Actions, and then select Create simple form.
- On the Properties tab, provide a form name of up to 80 characters, and an optional description of up to 255 characters.
- Select the Plan Type associated with the form. See Forms and Plan Types.
- Optional: Provide instructions for working with the form.
- Click Next to specify the form layout. See Setting Form Layout.
You can also create composite forms, which are forms that display several simple forms simultaneously. See Creating Composite Forms.