View/Form Manager

The Form Manager allows administrators to create, edit, and delete views and forms, as well as perform certain other functions.

Display Controls

Module Selection Drop-downs

Enables the user to select a Program, a Module, and one of its Components. Used to control which Views/Forms are displayed in the grid. List of available Modules

Show forms in preview mode checkbox

Displays Forms that are currently in Preview Mode, allowing an administrator to delete any duplicates.

While a form is being edited, the system saves it in Preview Mode. Occasionally, duplicate forms are created if the program closes unexpectedly while a user is editing. In these instances, administrators can clear the duplicate forms by:

Checking the Show forms in preview mode box.
After confirming that no other user is working on the duplicate form, selecting it and clicking Delete.

Forms checkbox

Displays Forms in the grid.

Views checkbox

Displays Views in the grid.

Fields

Name

The name of the View or Form.

Type

Indicates whether the item is a View or Form.

Enabled

Indicates that the Form has been enabled. Only forms that have been enabled can be assigned to menus.

Is Default View

Indicates which View serves as the default or preferred View. (There is only one default 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

Shows the ID assigned when a Form is used as a Citizen Portal form.

Alt. Menu Name

Indicates the alternate name that is displayed when the View or Form is used on a Menu.

Modified By, Last Modified Date

Identifies the last user to modify a View/Form and the date on which it was modified.

Is Preview

States whether the Form is currently saved in Preview Mode.

Lucity Version

Identifies the version of Lucity for which the View/Form was created.

Tools

New

Creates a new View or Form record.

Edit

Opens the selected record in Edit Mode.

Copy

Duplicates the selected record.

Delete

Erases the selected record.

Rename

Allows the user to provide a new name for the selected record.

Assign Group

Opens up the Assigns Groups to Forms window.

Import Templates...

Enables users to import Template Views and Forms. Users can also import templates from the Form menu.

Enable Exporting

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, which can then be imported.

Use the Module Selection drop-downs at the top of the View/Form Manager to locate the module to which to add the View.
Click the New button. The following dialog appears:
Select View.
Enter a Name for the view and click OK. The View Builder opens:
Modify the View as desired and Save.

Use the Module Selection drop-downs at the top of the View/Form Manager to find the module to which to add the Form.
Click the New button. The following dialog appears:
Select Form.
Enter a Name for the Form and click OK. The Form Editor opens:
Modify the Form as desired and Save.

Use the Module Selection drop-downs at the top of the View/Form Manager to find the module with the View in need of editing.
Select a View and click Edit. The View Builder opens:
Modify the View as desired and Save.

Use the Module Selection drop-downs at the top of the View/Form Manager to find the module with the Form in need of editing.
Select a form record and click Edit. The Form Editor opens:
Modify the Form as desired and click Save.

Use the Module Selection drop-downs at the top of the View/Form Manager to find the module with the Form you would like to copy.
Select a form and click Copy. The following pop-up appears:
Enter a name for the copied Form 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 in the View/Form Manager.
Click Assign Group.
The Assign Groups to Views/Forms window opens with the View or Form selected.
Select a Group on the left and click Assign Groups.
Close the Assign Groups for Views/Forms window.