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Designing Forms

Designer
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Designing Forms with the Form Designer

To design Forms, first log in as the [Manager] in Designer mode. Then, follow these steps to design the form:

  1. Select the Form List that contains the form you want to configure and display the Form Lists panel (for details, please refer to "Viewing Form List Settings").

  2. In the form list on the panel, select the form you want to design, and click the Design Form button. The Form Designer (either for Simple or Full-featured forms) will open according to the form type. Use the appropriate designer to design the form.

  3. To save the settings, click the Exit button to close the Form Designer screen, then click the Save button on the Form Lists panel [1]. If you wish to cancel your work, click the Cancel button on the Form Designer screen.

Editing Form Designs in Text Format

In addition to the above, you can view and edit the form design in XML format. This method allows you to easily copy the contents of an existing form to a new form.

Please note that XML formats differ between Simple and Full-featured forms. Design content cannot be directly copied between formats via XML (even if copied, it cannot be saved).

Detailed information on XML formats for forms is not disclosed and may be subject to change. We recommend using the Form Designer for individual setting modifications rather than editing the XML format directly.

To view or edit the form design in XML format, first log in as the [Manager] in Designer mode. Then, follow these steps:

  1. Select the Form List that contains the form you want to configure and display the Form Lists panel (for details, please refer to "Viewing Form List Settings").

  2. In the form list on the panel, select the form you want to design, and click the Edit as XML button. The "Edit as XML" dialog box will open, displaying the form’s design in XML format.

  3. In the dialog box, edit the text by cutting, copying, or pasting. You can display and copy the design content of one form in this dialog box and paste it into another form.
    Use the buttons at the top left of the screen for cut, copy, and paste, or use the following shortcut keys:

    Ctrl+A

    Select All

    Ctrl+X

    Cut

    Ctrl+C

    Copy

    Ctrl+V

    Paste

  4. To save the edits, click the Exit button to close the "Edit as XML" dialog box, then click Save button on the Form Lists panel [2]. If you wish to cancel your work, click the Cancel button in the dialog box.

1. Note that closing the Form Designer alone will not save the settings to the database.
2. Note that closing the "Edit as XML" dialog box alone will not save the settings to the database.