How To

• To toggle between showing and hiding the Form Details, click the button on the toolbar.

1. Click the button on the toolbar. The list of available fields appears.
   • The fields available depend on which program, module, and component was selected in the Form Manager.
   • If the default field names have been changed in the Desktop, the custom names appear in this list.
2. Select one or more fields in the list.
   • Each field can be added to a form only once; any field already added to the form will not appear in this list.
   • When a field is highlighted, a brief description appears at the bottom of the dialog. The description displays the field Name, Component Type, and default Lucity Caption.
   • Note: Click the FieldNames or Captions button to toggle how fields are identified in the list.
3. Click the OK button to close the list of fields and add the selected fields to the Form Preview.

   

The system places the fields on the form in the order in which they were selected.

Note: If secured fields have been added to a form (e.g., Employee's hourly rates), only users with rights to view secured fields will see them. These rights are granted in the Security.exe.

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

Several types of fields have additional special functions (knowledge base, scripts, etc.). These fields are described in the following topics.

1. Click the button. A component called Change My Text appears in the Form Preview.

   

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

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

3. Add the desired text and click outside the box to add the text to the form?

Hyperlinked Labels

To make the label a hyperlink, use the following syntax as the text:

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

• The part marked as Your Label will be displayed on the form, and the address used as the website url will open when the user clicks the label.

Example

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

1. Click the button. A dividing line appears at the bottom of the Form Preview.

   

2. Use the component anchor (the blue sphere at its top left corner) to move the divider to its desired location.

   Note: The length of the line cannot be changed.

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

Click the frame button . An empty, rectangular frame is added to bottom of the the Form Preview.

Changing the Frame Size

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

Grouping Fields with a Frame

• Place fields inside the frame by using a field's handle to drag and drop it inside the frame's borders.
• The fields will be attached to the frame that surrounds them. Therefore, when the frame is moved, all attached fields will move with it.

1. Click the button on the toolbar.
2. A File Upload field appears at the bottom of the Form Preview.

   

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

More information about setting up a File Upload

• 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 its Location properties.

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

• To change the text of a field's Label, simply click on the label. A text box appears, allowing you to type directly in the Form Preview.

  

  OR

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

1. Click the button on the toolbar. The following dialog box appears, listing all fields currently included on the Form.

   

2. Select the Enable Manual Tab Order checkbox.
3. Highlight individual fields in the list and click the Move Up or Move Down to change the tab order.
4. 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. The system 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. The currently selected item appears highlighted in bright green.
2. Click the button to remove it. [Can the action be undone?]

   Note: Fields that are required in the Desktop application cannot be removed. The Remove button is disabled when such a field is selected. However, such a field can be hidden.

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

To hide the lookup buttons:

1. 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 options.