Validation Form Layout toolbar

Depending whether a validation form is customized for document fields or folder fields the corresponding toolbar provides shortcuts to many menu items and gives you quick access to all important features.

Table 1. Toolbar for document fields
Option Name and Description

Add New Tab icon

Add New Tab

This option adds a new tab at the end of the tab list.

Delete Active Tab icon

Delete Active Tab

This option removes the selected tab from the validation form. This button is enabled only when the validation form contains more than one tab.

Important All elements that are located on this tab are deleted as well. If you want to reuse one or more elements on an other tab, you can either move them to another tab before deletion, or you can insert them again on a selected tab of the validation form.

Insert New Tab icon

Insert New Tab

This option inserts a new tab before the current tab on the validation form.

Add Field icon

Add Field

When you click the down arrow, a list of all available fields in the class is shown. Choose a field from the list to insert it on the form.

To change the default font for fields, click "Font Settings" from the toolbar. To change the font for a single field change the font settings on the properties pane for the selected field.

Add Field Label icon

Add Field Label

When you click the down arrow, a list of all available field labels is shown. Choose a field label from the list to insert it on the form.

To change the default font for the field label, click "Font Settings" from the toolbar. To change the font for a single field label change the font settings on the properties pane for the selected field label.

Add Viewer icon

Add Viewer

When you click the down arrow button to the right beside the toolbar option, a list of all available field viewers is shown. Choose an item from the list to insert it on the form. Field viewers are not supported on folders.

Add All Field Elements

Add All Field Elements

When you click the down arrow, a list of available fields in the class is shown. Choose a field from the list to insert the field, field label and viewer to the form. This is a single step instead of using each of the Add Field, Add Field Label and Add Viewer options. You can then edit the properties of each individual element separately.

Note If there are one or more elements (field, field label, or viewer) already present on the validation form for the selected field, a message is displayed so you can choose whether or not to overwrite the existing fields. This ensures that there are no duplicated elements on your form.

Add Label icon

Add Label

This option inserts a label on the form. To change the text of a label, select the Properties pane on the right side.

To change the default font for the label, click "Font Settings" from the toolbar. To change the font for a single label change the font settings on the properties pane for the selected label.

Add Button icon

Add Button

This option inserts a button on the form. To change the caption and name for the button, set the properties on the right side.

Important You need to implement the functionality of each button in your project script.

Add Database Lookup Button

Add Database Lookup Button

Click this button to insert a database lookup button on the form. To change the properties see the properties on the right side.

Add Group icon

Add Group

This option inserts a group box on the form. Alternatively you can select the elements that you want to group and select Group Selection on the shortcut menu.

Font Settings icon

Font Settings

This option enables you to change the default font settings for field or labels. You can change the default font settings for fields or labels that you are going to add to the tabs on the validation form or apply the changes to fields or labels that are already added to the validation form.

Important When applying localization, select a font that can properly depict special characters such as Chinese or Cyrillic.

Reset to Layout 1 icon

Reset to Layout 1

Applies the standard layout. The standard layout for folder fields is a little different.

Reset to Layout 2

Reset to Layout 2

Applies a different standard layout where the Field viewers are larger and the labels and fields are placed below them.

Clear icon

Clear

Deletes all elements on the form.

Delete icon

Delete

Removes the selected items from the form. Alternatively you can select the elements that you want to delete and select Delete on the shortcut menu.

Show Document Viewer icon

Show Document Viewer

By default the Document Viewer is displayed. Click this button to hide or show the Document Viewer when customizing the validation form. For the validation form of folder fields there is no additional viewer available, hence, this button is not available.

Show InPlace Editor icon

Show InPlace Editor

By default the InPlace Editor is displayed. Click this button to hide or show the InPlace editor. When customizing the validation form for folder fields there is no InPlace Editor, as a result, this button is not available.

Define Sequence icon

Define Sequence

Sets the tab order of the validation form elements such as fields. You can determine how the user navigates within the form.

Note Check the field tab order of the validation form when you add any fields or other validation form elements to the form. Especially, if you group fields that are located in the middle of a form. The group still is located in the middle of the form, but concerning the tab order the group tab order is added at the end at the end of the tab order list. If you does not change the tab order, by default you first navigate to fields that are located directly on the form and then navigate to the grouped fields.

Properties icon

General Properties

Displays the general properties of the validation form document pane.

Copy Layout

Copy Layout

Displays a list of classes so you can copy the layout of a validation form. You can copy the form from parent classes only, to ensure that all fields of the class that you copy from, are also available on the current class due to inheritance.

If you have multiple validation steps enabled, you can also copy the validation form from an already defined step of this class.

Table 2. Toolbar for Folder Fields
Option Name and Description
Add Field icon

Add Field

When you click the down arrow, a list of all available folder fields is shown. Choose a field from the list to insert it on the folder pane.

To change the default font for folder fields, click "Font Settings" from the toolbar. To change the font for a single folder field change the font settings on the properties pane for the selected field.

Add Field Label icon

Add Field Label

When you click the down arrow, a list of all available field labels is shown. Choose a field label from the list to insert it on the form.

To change the default font for the field label, click "Font Settings" from the toolbar. To change the font for a single field label change the font settings on the properties pane for the selected field label.

Add All Field Elements

Add All Field Elements

When you click the down arrow, a list of available folder fields is shown. Choose a field from the list to insert the field and associated field label to the form. This is a single step instead of using each of the Add Field and Add Field Label options. You can then edit the properties of each individual element separately.

Note If there are one or more elements (field or field label) already present on the validation form for the selected field, a message is displayed so you can choose whether or not to overwrite the existing fields. This ensures that there are no duplicated elements on your form.
Add Label icon

Add Label

Inserts a label on the form. To change the label’s text, select the Properties pane on the right side.

To change the default font for the label, click "Font Settings" from the toolbar. To change the font for a single label change the font settings on the properties pane for the selected label.

Add Button icon

Add Button

Inserts a button on the folder pane. To change the caption and name for the button, set the properties on the right side. You need to implement the functionality for each button in your project script.

Add Group icon

Add Group

Click this button to insert a group box on the form. Alternatively you can select the elements that you want to group and select Group Selection on the shortcut menu.

Font Settings icon

Font Settings

Click the button to change the default font settings for field or labels. You can change the default font settings for folder fields or labels that you are going to add to the folder pane or apply the changes to folder fields or labels that are already added to the pane.


Reset to Folder Layout icon

Reset to Folder Layout

Applies the standard layout for folder fields and provides all folder fields and a label for each field in the same row if possible.

Clear icon

Clear

Deletes all elements on the form.

Delete icon

Delete

Removes the selected items from the form. Alternatively you can select the elements that you want to delete and select Delete on the shortcut menu.

Define Sequence icon

Define sequence

Click this button to set the tab order of the folder pane elements such as folder fields. You can determine how the user navigates within the form.

Note Check the tab order for the folder fields; especially, when you group fields.
Properties icon

General Properties

Click this button to show the validation form folder pane properties.