› User interface › Forms › Form designer › Modeling bar

Modeling bar

The modeling bar of the form designer includes items that help in designing a form.

File

Use this tab to perform the following commands:

  • Info: Displays the basic information for the process:

    • Last modified by: The resource who last modified the form.

    • Last modified date: Date the form was last modified.

    • Status: Status of the form such as New, Saved, or Released.

    • Version: The version of the current form. A saved form displays the minor version, such as 0.1 and a released form displays the major version, such as 1.0.

    • Tags: The tags that are associated with a form that is saved or released. See Tag an item.

  • Associations: Provides visibility of where the form is being used in a current form or which forms are using the current form. See View associations in a form.

  • Export: Lets you select the export options for this form. See Export a form.

  • Version history: Lets you view the version history of a form. For each version you can view the status (Saved or Released), the resource that modified it, the last modified date, and comments (if any). You can also open a version of a form if you have the required access permissions.

  • Save: Saves form changes. You can also save the form from the modeling bar.

  • Save with comments: Saves the form with comments (if any) about the details of the changes for each version.

  • Release: Releases the form. You can also release the form from the modeling bar.

    On saving or releasing a form, the major version of the form is created such as Get Customer Details v1.0.

  • Release with comments: Releases the form with comments (if any) about the details of the changes for each version.

  • Close: Closes the form without saving it. You can also close the form from the modeling bar.

  • Close and unlock: Whenever an item is released, it is locked by default. Use this option to automatically unlock an item. You can also close and unlock the form from the modeling bar.

  • Remove phone form: Removes the phone version of the form.

  • Remove tablet form: Removes the tablet version of the form.

Design
Use this tab to model a form. See Create a form.
Actions
Use this tab to add actions to a form. See Form actions.
Form variables
Use this tab to add form variables. See Form variables.
Data models
Use this tab to add data models. See Data models.
Debug
Use this button to debug a form. See Form debugging.
Desktop
Use this option to switch between form types if they exist.

Form types include:

  • Desktop: Creates a form to access on a desktop.

  • Tablet: Creates a form to access on a tablet.

  • Phone: Creates a form to access on a phone.

If a particular type of form does not exist, switching to that option creates a blank version of the form. For example, if you switch to the Phone option, and if that form does not exist, a blank version of the Phone form is created.

Close and unlock
Use this option to automatically unlock an item. You can also close and unlock the form from the File menu on the modeling bar.
Release
Use this option to release a form.

Release with comments: Use this option to release a form with comments.

Save
Use this option to save a form.

Save with comments: Use this option to save a form with comments.