View/Form Manager

The Form Manager allows administrators to create, edit, delete, etc.. views and forms.

Display Controls

Module Selection Drop-downs

Selects a program, a module, and one of its components. This controls which views/forms are displayed in the grid. List of Available Modules

Show forms in preview mode checkbox

Used for system maintenance. While a form is being edited, the system saves it in Preview Mode. Occasionally, duplicate forms may be created if the program closes unexpectedly while a user is editing. In these instances, administrators can clear the duplicate forms by completing the following steps:

Checking the Show forms in preview mode box.
If no other user is working on the duplicate form, select it and click Delete.

Forms checkbox

Mark this to display Forms in the grid.

Views checkbox

Mark this to display Views in the gird.

Fields

Name

The name of the View or Form.

Type

Indicates whether the item is a View or Form.

Enabled

An indication that the form has been enabled. Only forms that have been enabled can be assigned to menus.

Is Default View

Indicates which view is marked as a default. There will only be one per module.

Assigned to Group

Indicates that the view or form has been assigned to a group.

Assigned to Menu

Indicates that the view or form has been assigned to a Menu.

Public Form ID

The ID assigned when a form is used as a Web Citizen form.

Alt. Menu Name

An alternate name that is displayed when the view or form is used on a Menu.

Modified By, Last Modified Date

That last user to modify a view/form and the date that it was modified on.

Is Preview

Marks whether the forms is currently saved in Preview Mode.

Lucity Version

The version of Lucity that the view/form was created for.

Tools

New

Creates a new view or form record.

Edit

Opens the currently selected record in Edit Mode.

Copy

Copies the currently selected record.

Delete

Deletes the currently selected record.

Rename

Renames the currently selected record

Assign Group

Opens up the Assigns Groups to Forms window.

Enable Exporting

Marking this disables all of the previous tools (except for Assign Group) and enables the Export button.

Export

Exports the currently selected record as an xml file. This can then be imported.

Use the Module Selection Drop-downs at the top to find the correct module.
Click the New button. The following dialog will appear:
Select View.
Enter a Name for the view and click OK.
The View Builder will open:
Modify the View and Save.

Use the Module Selection Drop-downs at the top to find the correct module.
Click the New button. The following dialog will appear:
Select Form.
Enter a Name for the form and click OK.
The Form Editor will open:
Modify the form and Save.

Use the Module Selection Drop-downs at the top to find the correct module.
Select a view and click Edit.
The View Builder will open:
Modify the View and Save.

Use the Module Selection Drop-downs at the top to find the correct module.
Select a form record and click Edit.
The Form Editor will open:
Modify the form and Save.

Use the Module Selection Drop-downs at the top to find the correct module.
Select a form and click Copy. The following pop-up will appear:
Enter a name for the copy in the field provided.
- Click Cancel Copy to cancel
- Click Edit Now to open the copy in the Form Editor.
- Click Save for Later to save the copy without editing it.

How To Rename a View or Form

Select a record in the grid.
Click Assign Group.
The Assign Groups to Views/Forms window will open with the view or form selected.
Select a Group on the left and click Assign Groups.
Close the Assign Groups for Views/Forms window.