How To

• To toggle the Form Details on or off click the button on the toolbar.

1. Click the button on the toolbar. The list of available fields will appear.
   • These fields differ depending on which program, module, and component selected in the Form Manager.
   • If the default field names have been changed in the desktop, the custom names will appear in this list.
2. Select one or more fields in the list.
   • Each individual field can only be added once per form, if a field is already in the form it will not appear in this list.
   • As a field is highlighted a brief description will appear at the bottom of the dialog. This description displays the field name, component type, and default Lucity caption.
3. Click the OK button to close the list of fields and add the selected fields to the Form Preview.
4. Alternatively, click the Cancel button to close the list of fields without making changes.

   

5. The system will place the fields on the form in the order they were selected.

   Note: If secured fields have been added to a form, they will be displayed only for users with rights to view secured fields granted in the Security.exe. e.g. Employee's hourly rates.

   Note: Fields that are required in the Desktop application (such as Category on Work Orders) will be forced onto the form by the Lucity Administration for Web Apps. These fields cannot be removed; however, they can be hidden using the component property settings.

6. Note that several types of fields have additional special functions (knowledge base, scripts, etc.). These fields are described in the following topics. Follow the links for additional information.

1. Click the button. A component will be added to the Form Preview that says Change My Text.

   

2. Double-click on Change My Text to change to access a text box.

   Note: There are no limitations on the number of labels that can be added to a form.

Hyperlinked Labels

To make the label a hyperlink use the following syntax as the test.

<a href="website url" target="_blank">Your Label</a>

• The part marked as Your Label will be displayed.
• The part marked website url will be the website that will open when they click on Your Label.

Example

<a href="http://blog.lucity.com" target="_blank">Lucity Blog</a>

• Click the button. A dividing line will be added to the Form Preview.

  

  Note: The length of the line cannot be changed.

  Note: There are no limitations to the number of lines dividers that can be added to the form.

Click the frame button . An empty, rectangular frame will be added to the WYSIWYG editor.

Changing the Frame Size

• Click and drag the triangle at the lower-right corner of the frame to re-size it.

Grouping Fields withing a Frame

• Place fields inside the frame by using each field's handle to drag and drop them inside the frame's borders. The fields will automatically be attached to the frame they fall within.
• When the frame is moved, all attached fields will move too.

1. Click the button on the toolbar.
2. A file upload field will automatically be added to the bottom of the form

   

   Note: More than one upload field can be added to a form.

More information about setup for the underlying functionality

• Place the mouse pointer over the handle at the component's top left corner. Click, drag, and drop the component to a new location.

  OR

• Select the component and change the values in the Location properties.

  Note: Fields can be placed anywhere on the form; the form size will adjust automatically to accommodate field placement.

• To change a field's label text simply click on the label. A text box will appear allowing you to type directly in the WYSIWYG editor.

  

  OR

• Select the field and change the value in the Label property.

1. Click the button on the toolbar
2. The following dialog will appear. This dialog lists all fields currently included on the form.

   

3. Select the Enable Manual Tab Order checkbox.
4. Highlight individual fields in the list and click the Move Up or Move Down to change the tab order.
5. Click OK when the changes are complete.

   Note: The default tab order for fields in Forms is assigned by the system in a left-to-right, top-to-bottom manner. It takes into consideration the placement of fields within frames, meaning that users can tab through all of the fields in one frame before the tab order shifts to a second frame.

1. Select the item to remove.
2. The currently selected item will be highlighted in bright green.
3. Click the button to remove it.

   Note: Fields that are required by the Desktop application cannot be removed. These fields are forced to remain on the form by the system; the Remove button will be disabled when one of these fields is selected.

There are several special lookup buttons found on Work Orders and Requests forms.

1. To hide the lookup buttons go to System > Settings > Work tab.
2. Disable the Show Customer Lookup and Request Lookup buttons on Request forms and the Show Customer Lookup button for Work Order billing settings.