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Form Builder

Form Builder allows designing creation, editing and viewing forms for objects and editing the existing ones.
There are system and user forms in ELMA. The system administrator creates user forms in ELMA Designer.
System forms are designed and configured by ELMA developers. You cannot delete these forms, but you can extend them. In ELMA Designer, system forms are blue.
User forms are designed and adjusted to a particular user or company in ELMA Designer. You can change or delete these forms. In ELMA Designer, user forms are black.
Form builder allows editing object forms on the following ELMA Designer tabs:

Working with the form builder on the object page

You can open the form builder on the Forms (Views) tab of the object page.
This tab and its options depend on the object type (system or user). You can use the form builder for all user objects and some system objects.
System Objects
Below are some variants of the Forms (Views) tab for system objects.
1. Working with the form builder is not possible (fig. 1) (e.g. "Filter folder" system object). In this case, default forms will be used in Web Application for this object.
Fig. 1. "Filter folder" system object page. "Forms (Views)" tab
2. Working with the form builder (fig. 2) is impossible, but you can configure views with the Razor markup language (e.g. "Task" system object). In this case, default creation and editing forms and user view form will be used in Web Application.
Fig. 2. "Task" system object page. "Forms (Views)" tab
3. Working with the form builder (fig. 3) is possible, but creating a custom form in the Razor markup is not (e.g. "Contractor" system object). Working with this tab is similar to working with the tab of a user object.
Fig. 3. "Contractor" system object page. "Forms (Views)" tab
User Objects
You can use the form builder for all the user objects. To open it, select Form builder (fig. 4).
Fig. 4. User object page. "Forms (Views)" tab. "Form builder" settings
Forms by default – create, edit and/or select forms, displayed in Web Application when creating, editing and viewing an object:
 
Create – select, edit or create the form for creating an object in Web Application.
 
Edit – select, edit or create the form for editing an object in Web Application.
 
View – select, edit or create the form for viewing an object in Web Application.
To edit the selected form, click . It will open on the Forms tab. To create a form, click to the right of the selected field. To learn more about creating and editing forms, see the respective Help section.
Forms List – the list of forms, used in this object, as well as their dependencies.
To the right of the form name in the Where used column you can find the number of times this form is used. When you click Used <number> times a dialog box with the list of the form dependencies opens (fig. 5), which specifies all the objects and child forms, in which the form is used.
Fig. 5. Form uses dialog box

Toolbar buttons of the "Forms (Views)" tab

Click Save to save the current object.
 
Click to publish the current object.
Close the current object.
Add a new form. To learn more about creating forms, see the respective Help section.
Edit the selected form. To learn more about editing forms, see the respective Help section.
Delete the selected form. You can delete only user forms. To learn more about deleting forms, see the respective Help section.

See also:
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