Forms iq Designer Training

Transcription

1 Forms iq Designer Training

2 Copyright 2008 Feith Systems and Software, Inc. All Rights Reserved. No part of this publication may be reproduced, transmitted, stored in a retrieval system, or translated into any language in any form by any means, without the written permission of Feith Systems and Software, Inc. All information in this work is subject to change and reflects software current at the time of publication. FDD and the FDD logo are trademarks of Feith Systems and Software, Inc. All other product or company names mentioned are used for identification purposes only and may be trademarks of their respective owners. Document: Forms iq Class Revision Date: Feith Systems and Software, Inc. 425 Maryland Drive Fort Washington, PA Tel (215) Fax (215)

3 Table of Contents The Forms iq Designer Interface... 3 The Menus...3 The Toolbars...5 Getting Started... 8 Creating a Form...8 Viewing a Form in a Browser...8 Submitting a Form...9 Properties and Formatting Setting Form Properties...10 Default Properties...10 Display Properties...10 Form Sign-in Properties...10 Form Submission Properties...11 Adding and Editing Tables...11 Multipage Forms...13 Adding Buttons to a Form...14 Opening Pages With Other Editors...14 Managing Editors for Page/Open With...15 Defining Alternate Print Views...16 Adding Form Fields Common Field Properties...17 Adding Textboxes...18 Adding Select Fields...19 Adding Select Fields to Sign-in Pages...21 Adding Check Boxes...21 Adding Radio Buttons...22 Adding Text Area Fields...22 Adding Rich Text Editors...23 Adding Password Fields...24 Adding Password Fields to Sign-in Pages...25 Adding Hidden Fields...25 Adding Hidden Fields to Sign-in Pages...25 Adding Hyperlinks...26 Adding Images...28 Adding Lookup Fields...28 Adding Lookup Fields to Sign-in Pages...30 Adding Label Fields...30 Adding File Upload Fields...31 Adding Smart Icons...33 Adding Barcodes...35 Adding Dynamic Lists...37 Sign-In Pages...45 Configuring Autofill Autofill Options...48 Default Value...48 AutoFill from Sign-In...49 Autofill from File Cabinet...50 AutoFill from Lookup Table AutoFill from Other Table...52 To configure autofill from other table:...52 AutoFill from SQL Query

4 Autofilling Dynamic Lists...54 Configuring Data Storage Data Storage Options...56 Storing Data in the File Cabinet...56 Storing Data in the Document...57 Storing Data in a Table...57 Storing Dynamic List Data in a Table...59 Updating Data Stored in a Table...60 Maintaining the Other Tables List...61 Advanced Features Validation Expression Overview...62 Math Expression Validations...62 Modifying a Validation Expression...64 Deleting a Validation Expression...64 SQL Query Expression Validations...66 Modifying a Validation Expression...67 Deleting a Validation Expression...68 Regular Expression Validations...68 Modifying a Validation Expression...69 Deleting a Validation Expression...69 Field Set Permissions...70 Go Live Permission...70 Show History Permission...71 Calculation Properties...72 Cascading Lookups...74 Hiding/Showing a Table Using the Action Setting...75 Managing Forms Form Sets and Versions...78 Viewing Form Details...78 Editing a Form...78 Editing Field Properties...79 Editing Form Properties...79 Cloning Forms...79 Hiding and Showing Forms...79 Deleting Forms...80 Form Design Report...80 Export and Import Introduction...80 Exporting a Form Design...80 Importing a Form Design...80 Appendix A: Choosing Between Select Fields and Lookup Fields Appendix B: Regular Expression Syntax Regular Expression Syntax...84 Appendix C: Example Regular Expression Patterns Appendix D Using Styles and Stylesheets Internal Styles...86 Externally Linked Style Sheets

5 The Forms iq Designer Interface Feith Forms iq is a dynamic web-based electronic forms solution. The Forms iq Designer allows a designer to create web forms for use with the Feith Document Database. Each form is based on an FDD File Cabine and submitted forms are stored as FDD documents in the File Cabinet. Forms iq documents can be updated from within the FDD Power Client or WebFDD (thin client) and can be managed with Workflow iq. The Menus The Feith Forms iq Designer interface has five menus: File, Form, Page, Defaults, and Help. File Menu Menu Option New Open Open as Template Save/Publish Close Export to Desktop Import from Desktop Manage Forms Forms iq Report Action Allows you to create a new form design. This option opens the Choose a File Cabinet dialog so you can select the base file cabinet for the new form. Clicking the Generate Form button after selecting a file cabinet will generate a default form with fields storing to the file cabinet. Opens the Open Form dialog so you can select an existing form to open for editing. Opens the Open Form dialog so you can select an existing form to use as a template for a new form design. Opening an existing form as a template is similar to cloning a form, with the exception that the new form is not stored in the database until it is saved. Cloning an existing form will immediately create the new form; if the cloned form is visible, it will be available to users. Saves the form design to the database and, if the form is marked "Visible," publishes it as an available form. If you are editing an existing form, you will have the option of overwriting the form, creating a new version within the form set or creating a new form set. See the Form Sets and Versions topic for more information. Closes the open form design. You will be prompted whether to save changes to the form. Exports the form design as a single HTML file. The exported file is intended to be imported back into the Forms iq Designer, using the File>Import from Desktop option. Opens the File Open dialog so you can selected an exported form design to import. Opens the Manage Forms dialog so you can edit form properties, clone forms and delete forms. Generates a report of the basic form properties and the basic field properties for the open form design. 3

6 Reconnect Exit Closes Forms iq Designer and launches the Forms iq Designer Login dialog so you can reconnect to the database. (Useful for re-establishing a dropped database connection. Also useful for switching user connection or logging into another database.) Closes the Forms iq Designer application and logs you out of the FDD database. Form Menu Menu Option Properties Data Storage Autofill Permissions Validations Images Details View in Browser Action Opens the Form Properties dialog so you can set the form properties. Opens the Storage Editor so you can configure storage to other tables. Opens the AutoFill Editor dialog so you can configure AutoFill on the sign-in form. Allows you to configure form permissions. Choose one of the following options: Login: Opens the Login Permissions dialog so you configure login permissions. Configuring login permissions will require FDD user login to access the form; if the form does not require login, it is considered a "public" form. Go Live: Opens the Go Live Permissions dialog so you can configure go live permissions. Show History: Opens the Show History Permissions dialog so you can configure show history permissions. Field Set: Opens the Field Set Permissions dialog so you can configure field set permissions. Opens the Define Validation Expressions dialog so you can configure form validations. Opens the User Defined Images dialog so you can define a set of images for use with smart icon fields. Opens the Form Details for the open form design; details include the form name, the date the form was created, and the date the form was last modified. Opens the View Form in Browser dialog so you can select a Forms iq Server to use to view the form. Page Menu Menu Option Action 4

7 Open With Define Alternate Views Add Sign-in Page Add Main Page Delete Current Page Opens the current page for editing in the selected editor. Choose either FrontPage or Notepad. Note this feature is intended to be used for formatting changes only. Allows you to define an alternate view for use as the print view. Adds a sign-in page to the form design. Adds a new page to the form design. Removes the selected page from the form design. Defaults Menu Menu Option Custom JavaScript Create/Maintain Other Tables List Global Defaults Action Opens the User-defined JavaScript dialog so you can add custom JavaScript to a form. Opens the Set Other Tables dialog so you can maintain the list of other tables for use with Forms iq. Opens the Form Property Defaults dialog so you can set the default properties for forms designed in Forms iq. Help Menu Menu Option Contents About Action Opens Forms iq Designer Online Help. Also activated by pressing F1. Opens the About dialog window; this window shows information including version number, required Forms iq Server version number, and copyright date. The Toolbars The Feith Forms iq Designer interface has two toolbars: the standard toolbar and the designer toolbar. Standard Toolbar Button Action Changes the font of the selected text. Changes the font size of the selected text. Changes the font color of the selected text. Boldfaces the selected text. Italicizes the selected text. Underlines the selected text. Left aligns the selected text. 5

8 Center aligns the selected text. Right aligns the selected text. Adds a new table to the form design. Adds a new row to the selected table. Adds a new column to the selected table. Deletes the selected row. Deletes the selected column. Moves the selected row up in the table. Moves the selected row down in the table. Adds a horizontal bar to the form design. A horizontal bar can be used to visually separate areas on the form. Changes the current page selection. Designer Toolbar Button Action Adds a new text box field to the form design. Adds a new select field to the form design. Adds a new check box field to the form design. Adds a new radio button to the form design. Adds a new text area field or rich text field to the form design. Adds a new password field to the form design. Adds a new hidden field to the form design. Adds a new form button to the form design. Adds a new hyperlink to the form design. 6

9 Adds a new image to the form design. Adds a new lookup field to the form design. Adds a new label field to the form design. Adds a new dynamic list to the form design. Adds a new file upload field to the form design. Adds a new smart icon field to the form design. Adds a new barcode to the form design. 7

10 Getting Started Creating a Form To create a form: 1) Login to the Feith Forms iq designer. 2) Select File>New. The Choose a File Cabinet screen opens. All file cabinets to which you have access are listed. This list includes regular file cabinets, workflow base file cabinets and virtual file cabinets. Workflow base file cabinets are indicated by a purple icon. Virtual file cabinets are indicated by a red icon. Note that, depending on its structure, a virtual file cabinet may or may not be updateable. Forms should not be built on non-updateable virtual file cabinets. If a form is built on a non-updateable virtual file cabinet, users will receive an error when trying to submit the form. To view a report of the file cabinet properties, click Describe. 3) Choose the base file cabinet for the form and choose either Generate Form or Generate Without Default HTML. Generate Form: A default form is generated with fields storing to the base file cabinet. Generate Without Default HTML: A new form is generated without any fields. At least one field storing to the base file cabinet must added to the form design. 4) Customize the form as needed. See the relevant sections for instructions on adding fields, adding pages, adding a sign-in page, formatting the form, configuring autofill, configuring data storage, assigning permissions and adding validations. 5) Select Save from the File menu. The Save Form dialog opens. 6) Enter the following information: Form Name: The form name. Defaults to the base file cabinet name. Visible: Whether or not the form is visible. By default, a new form is visible as the latest version in the form set to which it belongs. If you do not want the form to be visible, you can hide the form. Comment: Optionally enter a comment for the form. Comments may be useful when creating several versions within a form set. 7) Click Save to save the form. A success message including the unique form ID is displayed when the save is complete; the success message also provides an option to view the form in a browser. If viewing the new form in a browser, choose the Forms iq server to use to display the form. See the Viewing a Form in a Browser topic for more information on the View Form dialog options. Viewing a Form in a Browser When you save a form design, you have the option to view the form in a browser. 8

11 You can also view a form in a browser by opening the form in the designer, then selecting the View in Browser option from the View menu. The View Form dialog has the following options: Web Server (URL for Viewing): The address of the Forms iq server. The list contains the Forms iq server entries from the database (added through the FDD Control Panel Server Administrator). Encrypted: If selected, the URL will be encrypted. Use Form ID: If selected, the URL will be generated using the form ID (as opposed to the form set ID). Use Form Set ID: If selected, the URL will be generated using the form set ID (as opposed to the form ID). Note when accessing a form via a URL that references the form set ID, the highest visible version in the form set will be shown. Submitting a Form As part of the form design process, you may want to test submitting the form. To submit a form, view the form in a browser, enter form field data and click the Submit button. If any form field validation checks fail, such as if a mandatory field is left null, the form will not be submitted and an error message will be shown at the top of the form. When a form is submitted, it is stored as a new document in FDD. The form is stored in the form base file cabinet and indexed using the form field values that store to the base file cabinet fields. Note that if the form design does not enforce unique indexing, and if the form indexing values match an existing document, the form will be appended as a new page to the existing document. Form field data is stored in one of three locations: in the base file cabinet, in a database table, or in the document. Data storage for each field is configured as part of the form design. 9

12 Properties and Formatting Setting Form Properties To open the Form Properties dialog, select Properties from the Form menu. The properties are grouped into three categories: Display, Form Sign-in and Form Submission. To change the form properties, edit any of the values and click OK to save changes. Default Properties The default form properties are set in the Form Property Defaults dialog, with the exception of the Form Title. The form title defaults to the base file cabinet name. To open the Form Property Defaults dialog, select the Global Defaults option from the Tools menu. Note the following defaults apply to all forms and cannot be changed in the properties for a specific form: Logo Logo Back Color Copyright Message The logo to display on your forms. Click the browse button to select a.gif or.jpg file to use as the logo. The background color of the logo; defaults to white. Click to open the color palette to choose a logo background color. The default copyright message that displays on your forms. The copyright message can be changed per form by editing the message text on the form design. Display Properties The Display properties are: Background Color Background Image Form Title Allow Autocomplete The background color of the entire form; defaults to white. Click to open the Color palette to choose a background color. The image displayed in the background of the entire form; this is an optional setting. Click the browse button to select a.gif or.jpg file to use as the background image. The title of the form. (The form title displays in the web browser title bar.) The title defaults to the base file cabinet name. If selected, and if users have configured autocomplete options in their browser settings, form fields can be autocompleted by the browser. Note autocomplete is a browser-specific setting and may vary between browsers and versions. Form Sign-in Properties The Form Sign-in properties are: Sign-in Error Message Case Insensitive The message displayed to the user if validation fails when the (optional) sign-in form is submitted. This setting defaults to The information you entered is invalid. If selected, sign-in field validation will be case-insensitive. 10

13 Form Submission Properties The Form Submission properties are: Success Message Enforce Unique Indexing The message displayed to the user after the submitted form is successfully saved as an FDD document. This setting defaults to Your form was submitted successfully. If selected, and a form is submitted with indexing values identical to an existing FDD document, the user will receive a "Duplicate Values are not Allowed" message. If this option is not selected, a submitted form with indexing values identical to an existing FDD document will be appended to the document as a new page. Drop Form on Submit Include Confirmation Page Show Print View Button If selected, the form page will be dropped on submission and will not be stored as part of the new FDD document. This option may be useful if you want the forms submission process to create an FDD document that contains only the uploaded files on the form. Note this option cannot be used if your form is configured to store field data in the form or store uploaded files in the form. In this case, you will receive a warning (when saving your form design) that the form will be saved without this option. If selected, a confirmation page will display after the form is submitted. The print view button displays a printerfriendly view of the form. Adding and Editing Tables On Success Page: If selected, the print view button will appear on the form submission success page. On View Page: If selected, the print view button will appear on the form page when viewed in FDD or WebFDD. Tables can be added to either the main form or a sign-in form. Existing tables can be edited by adding rows or columns, by deleting rows or columns, or by moving a row up or down. 11

14 To add a table to a form: 1) Click on the form where you want to add the table. 2) Click the Add Table button in the toolbar. A new table is added to the form. To add a row to the bottom of a table: 1) Click on the form within the table. 2) Click the Add Row to Bottom button in the toolbar. A row is added to the bottom of the table. To add a column to the right of a table: 1) Click on the form within the table. 2) Click the Add Column to Right button in the toolbar. A column is added to the right of the table. To delete a row: 1) Click on the form in the row you want to delete. 2) Click the Delete Current Row button in the toolbar. The row is deleted. To delete a column: 1) Click on the form in the column you want to delete. 2) Click the Delete Current Column button in the toolbar. The column is deleted. To move a row up: 1) Click on the form in the row you want to move. 2) Click the Move Row Up button in the toolbar. The row is moved up within the table. To move a row down: 1) Click on the form in the row you want to move. 2) Click the Move Row Down button in the toolbar. The row is moved down within the table. To change the table properties: 1) Right-click on the table and select Properties. The Table Properties dialog opens. 2) Change any of the following table properties: a) Table ID: The ID of the table. This value needs to be set when using field action settings to hide or show a table. b) Border Width: The width, in pixels, of the table border. Set to 0 for no border. c) Border Color: The color of the table border. Defaults to black. To choose a color, click the button to open the Color palette. d) Background Color: The background color of the table. Defaults to white. To choose a color, click the button to open the Color palette. 12

15 e) Cell Padding: The amount, in pixels, of white space between the cell content and its borders. f) Cell Spacing: The distance, in pixels, between the cells. g) Table Width: The width of the table. Defaults to 100%. Either a percentage (of the page width) or a set width, in pixels, may be entered. h) Display: The display property of the table. If set to none, the table will be hidden by default. 3) Click OK. The changes are applied. Multipage Forms If you are designing a large form, you may want to design the form with multiple pages. To do this, add new pages to your form, then customize each page of the form by adding fields and formatting the page as needed. When the user views the form in a browser window, they will see the first page of the form. Numbered hyperlinks to the other form pages will display at the bottom of the form. In addition, Next Page and Previous Page buttons can be added to each page of form. To add a page: 1) Select Add Main Page from the Page menu. 2) A new page is added to the form. To change the page selection: 1) Choose the page number from the page number drop-down list in the toolbar. 2) The selected page is displayed. To delete a page: 1) Choose the page number from the page number drop-down list in the toolbar. 2) The selected page is displayed. 3) Select Delete Current Page from the Page menu. 4) The page is deleted. If you delete a page, the pages are renumbered so that the page sequence does not skip numbers (e.g., 1, 2, 3,...). To add Next Page and Previous Page navigation buttons to a page: 1) Click on your form where you want to add the button. 2) Click Add Button in the toolbox. The Add Button dialog opens. 3) Choose Next Page as the Button Type and enter the Button Label. 4) Click OK. The button is added. 5) Add the Previous Page button by repeating steps 1-4, choosing Previous Page as the Button Type. To edit a button label, right-click the button icon and select Properties. Change the label text and click OK to save. 13

16 Note that Save, Submit, Reset and New Form buttons can also be added to the form. See Adding Form Buttons for more information. Adding Buttons to a Form Submit and Reset buttons are added to all forms by default. In addition, you can add the following types of buttons to a form page. Button Type Save Retrieve Submitted Forms New Form Next Page Previous Page Action Saves a draft of the form. A Save button can only be added to forms with a sign-in page; the user can sign-in again later to open the saved draft and complete the form. Retrieves forms submitted as the signed-in user. A Retrieve Submitted Forms button can only be added to forms with a sign-in page; the button is added to the sign-in page. The user will need to enter sign-in information, then click the Retrieve Submitted Forms button to view a list of submitted forms. Opens a new blank form. The New Form button appears on the success page after the form has been submitted. Displays the next page in a multipage form. Displays the previous page in a multipage form. To add a button to a form: 1) Click on your form where you want to add the button. If necessary, add a new row or column first. 2) Click the Add Button tool in the toolbox. The Add Button dialog opens. 3) Choose the Button Type. 4) Enter the Button Label. The label defaults to the name of the button type. 5) Click OK. The button is added. To edit a button label, right-click the button icon and select Properties. Change the label text and click OK to save. The same button type can be added multiple times to the same form page; for example, you can add a Next Page button at the top and bottom of the page. Opening Pages With Other Editors The Open With feature opens a form page in another editor. Note this feature is intended to be used for formatting changes only. To open a form page in another editor: 1) Select Open With... from the Page menu and choose one of the listed editors. Choices will vary depending on your configuration; choices may include FrontPage and Notepad. 2) A message is shown, warning that any field additions/deletions or field property changes may cause the form to break. Answer Yes to the warning message to open the page in the selected editor. 14

17 3) Make the desired changes, save the file, and exit the editor. You are returned to the Forms iq Designer and the changes are applied to the form page. When editing a form page using another editor, please note the following: Editing or deleting the form field ID or name can invalidate the HTML. If the HTML is invalidated, Forms iq may be unable to save the form design. Adding or deleting fields may cause the form to break. Any Microsoft Front Page embedded images added to the form page will not display when the page is saved back into Forms iq. Managing Editors for Page/Open With Alternate editors may be used from within Forms iq to apply formatting and edit the HTML behind the form, but care must be taken not to modify anything in the document that would affect database functions to avoid damaging the functionality of the form. The Open With command on the Page menu is built from an XML file stored on your hard drive. This file may be edited to include other editors or to remove an existing editor. Note that any editor must be properly installed in Windows and fully functional prior to adding it to the list. To Add an Editor to EDITWITH.XML 1) Browse to C:\Feith\formsiq\designer 2) Locate the document EDITWITH.XML 3) Open the document with a text editor a) Right-click on the file b) Select Open With/Notepad (or other text editor) 4) Add a caption for the new editor a) Each editor must be listed between the <captions> and </captions> tags b) The line must start with the <caption> tag c) The tag is followed by the name of the editor as it will be displayed in Forms iq d) The line must end with the <caption> 5) Add an executable path for the new editor a) Each path must be listed between the <exepaths> and </exepaths> tags b) The line must start with the <exepath> tag c) The tag is followed by the complete file path/address of the editor d) The line must end with the <exepath> 6) Save the EDITWITH.XML file 7) Reopen Forms iq A sample EDITWITH.XML file: <config> <captions> 15

18 <caption>frontpage</caption> <caption>notepad</caption> <caption>uber Notepad</caption> </captions> <exepaths> <exepath>c:\program Files\Microsoft Office\Office\FRONTPG.exe</exePath> <exepath>c:\windows\system32\notepad.exe</exepath> <exepath>c:\program Files\Notepad++\notepad++.exe</exePath> </exepaths> </config> Defining Alternate Print Views A default print view is generated for each form. The default print view shows all form fields; if the form has multiple pages, all pages are shown, with pages separated by horizontal bars. The print view can be customized by defining an alternate print view. An example use of an alternate view is to show a subset of the form fields on the print view. To define an alternate print view: 1) Open the form in the designer if it is not currently open. 2) Select Alternate View from the Page menu. The alternate view opens in the designer; by default no fields are included. 3) To add a field to the alternate view, click on the form where you want to field data to appear, then select the Add Print Data button in the toolbox and choose a field from the list. The field is represented on the alternate view by the label icon. 4) Add additional fields as needed. 5) When you are done defining the alternate print view, return to the main form by selecting Return to Main Screen from the Page menu. 16

19 Adding Form Fields Common Field Properties The following field properties are common to most single value field types. Field Property Name Title Data Type Field Type Visible Width Maximum Characters Minimum Characters Scale Mandatory Read Only Positioning Storage Description The name of the field. The field name is shown in the Forms iq Designer interface; for example, the field name is shown when selecting field tokens for use in calculations. Note that a new field is automatically assigned the default name of Field 1. If the default name is not changed, the number increments, so that the next new field is named Field 2, etc. The title of the field. The field title is the value shown to users in error messages when submitting the form. The data type of the field. The data type options are CHAR, DATE, DATETIME, INTEGER, SMALL INT, DECIMAL and MONEY. Note for some field types, such as file upload fields, smart icons and barcodes, the Data Type setting does not apply and is automatically set to N/A. The field type. When adding a field, this value is automatically set to the selected field type; however, the field type can be changed if needed. The width of the field, as determined by the number of characters to display in the field without scrolling. The maximum number of characters accepted for input. For fields storing to a file cabinet field, this value defaults to the maximum length of the file cabinet field. The minimum number of characters accepted for input. The scale of the field value. This setting applies to decimal fields only. If selected, the field will require input. Users will not be able to submit the form without entering a value in the field. If selected, the field value will be read-only. Users will not be able to edit the field value. Optionally specify the position of the field by entering X and Y coordinates relative to the top left corner of the form page. The field will be moved when the field properties are saved. The data storage location for the field. Storage options are a file cabinet field, an other table column, or the document. 17

20 Autofill Autofill from Sign-in Calculation Properties Action Settings Data storage is configured in the storage editor; clicking View/Edit Form Storage opens the storage editor. See the Configuring Data Storage section for more information. The optional autofill configuration for the field. With the exception of Autofill from Sign-in, autofill is configured by adding an autofill object in the autofill editor. Clicking View/Edit Form Autofill opens the autofill editor. See the Configuring Autofill section for more information. If selected, the form field will be autofilled with the value of the selected sign-in page field. This setting is only available if your form includes a sign-in page. The optional calculation properties of the field. See the Calculation Properties topic for more information. The optional action settings for the field. Action settings can be configured so that a specified table is hidden or shown based on the value in the field. E.g., a hidden table might be shown if a checkbox is selected. See the Hiding and Showing Tables on a Form topic for more information. Adding Textboxes A textbox accepts a single line of text as input. To add a text box to your form: 1) Click on the form where you want to add the text box. If necessary, add a new row or column first. 2) Click the Add Textbox button in the toolbox. A new text box is added to the form. 3) Double-click the field to open the field properties. Alternatively, you can right-click the field and select Properties to open the field properties. 4) Set the common field properties, including Name, Title, Data Type, Autofill and Storage. See the Common Field Properties topic for more information. 5) Set the textbox specific field properties. a) Align: The alignment of text within the field. Options are Left, Right and Center. b) Value:The optional default value of the field. The following keywords are supported: i) Sequence: Defaults to an incrementing sequence number (per form set). Numeric fields only. ii) Today: Defaults to the current date. Date and datetime fields only. iii) Now: Defaults to the current date and time. Datetime fields only. 18

21 c) OnChange: Optionally define an OnChange event action. For example, specify a JavaScript function to be called when the event occurs; custom JavaScript can be added to the form using the Tools>Custom JavaScript option. The OnChange event occurs when the content of the field is changed. 6) Click OK to save the field properties. Adding Text Boxes to Sign-in Pages Text boxes can be added both to the main form and to the optional sign-in page. The configuration will differ slightly when adding a text box to a sign-in page, since sign-in page fields can require verification and do not support properties such as autofill and data storage. See the Adding Sign-in Page Fields topic for instructions on adding sign-in page fields. Example Text Box Configuration The following figure shows an example text box configuration. Adding Select Fields A select field provides the user with a list of values. Both select fields and lookup fields provide the user with a list of values. To add a select field to your form: 1) Click on the form where you want to add the select field. If necessary, add a new row or column first. 2) Click the Add Select (drop-down box) button in the toolbox. A new select field is added to the form. 3) Right-click the field and select Properties to open the field properties. 19

22 4) Set the common field properties, including Name, Title, Data Type, Autofill and Storage. See the Common Field Properties topic for more information. 5) Set the select field properties. a) Height: The height of the field. b) Value: The optional default value of the field. The following keywords are supported: i) Sequence: Defaults to an incrementing sequence number (per form set). Numeric fields only. ii) Today: Defaults to the current date. Date and datetime fields only. iii) Now: Defaults to the current date and time. Datetime fields only. c) Fit to Data: If selected, the width of the field will be adjusted to fit the longest value in the list. d) OnChange: Optionally define an OnChange event action. For example, specify a JavaScript function to be called when the event occurs; custom JavaScript can be added to the form using the Tools>Custom JavaScript option. The OnChange event occurs when the content of the field is changed. 6) Set the option list properties. To open the option list properties dialog, click the Option List Properties button. a) Include a Blank Value: If selected, a blank value will be included in the option list. Note this option is disabled if the field is mandatory. b) Allow Override: c) Distinct Values: If selected, the option list will include only the distinct values from the selected value column in the data source. d) Data Source: Select the data source for the option list. Choices are Static List, File Cabinet, Lookup Table, Other Table and Advanced. i) Static List: If selected, the option list will contain the values you enter in the list. ii) To enter a value, click in the blank row in the list, enter a Value, and optionally enter a Display value. iii) If both Value and Display values are entered, users will see the Display values in the drop-down list when viewing the form in a browser. The Value associated with the selected Display value will be stored in the field. iv) File Cabinet: If selected, the option list will contain the values from the selected file cabinet field. v) Choose the File Cabinet, Value Field and Order By Field from the drop-down lists. Optionally check the Descending option to sort the lookup values in descending order. vi) Lookup Table: If selected, the option list will contain the values from the selected lookup table field. vii) Choose the Lookup Table, Value Column and Order By Column from the dropdown lists. Optionally check the Descending option to sort the lookup values in descending order. 20

23 viii) Other Table: If selected, the option list will contain the values from the selected table column. ix) Choose the Table, Value Column and Order By Column from the drop-down lists. Optionally check the Descending option to sort the lookup values in descending order. x) The Table list includes all tables defined for use with Forms iq. If no tables are defined, the list will be empty. xi) Advanced: If selected, the option list will contain the values returned by a SQL query. This option requires SQL knowledge. Note this option is disabled if you do not have the Edit Forms iq SQL task permission. 7) Enter the SQL query in the the SQL field and specify the columns to use as the Value Column. 8) To add a field token to the SQL query, click the Add Field Token button, then select a form field from the list. When a field is selected, the Add Field Token dialog closes and the field token is added to the text. 9) Click OK to save the option list properties. 10) Click OK to save the field properties. Adding Select Fields to Sign-in Pages Select fields can be added both to the main form and to the optional sign-in page. The configuration will differ slightly when adding a select field to a sign-in page, since sign-in page fields can require verification and do not support properties such as autofill and data storage. See the Adding Sign-in Page Fields topic for instructions on adding sign-in page fields. Adding Check Boxes Check boxes can be used to present the user with a set of options. To add a check box to your form: 1) Click on the form where you want to add the check box. If necessary, add a new row or column first. 2) Click the Add Check Box button in the toolbox. A new check box is added to the form. 3) Double-click the field to open the field properties. Alternatively, you can right-click the field and select Properties to open the field properties. 4) Set the common field properties, including Name, Title, Data Type, Autofill and Storage. See the Common Field Properties topic for more information. Note if autofilled is configured for a check box, the check box will be selected if the autofill value matches the field value. 5) Set the check box properties. a) Checked Value: Enter the value of the check box if checked. b) Unchecked Value: Enter the value of the check box if unchecked. c) OnClick: Optionally define an OnClick event action. For example, specify a JavaScript function to be called when the event occurs; custom JavaScript can be 21

24 added to the form using the Tools>Custom JavaScript option. The OnClick event occurs when the field is clicked. d) Checked By Default: If selected, the check box be checked by default. 6) Click OK to save the field properties. Check boxes cannot be added to a sign-in page Adding Radio Buttons Radio buttons can be used to present the user with a set of options; the user will be limited to a single selection from the set. Radio buttons are added as a group. The radio button group is assigned a single storage location; the value of the selected radio button is stored in this storage location. To add a radio button to your form: 1) Click on the form where you want to add the radio button. If necessary, add a new row or column first. 2) Click the Add Radio Button button in the toolbox. A new radio button is added to the form. 3) Double-click the field to open the field properties. Alternatively, you can right-click the field and select Properties to open the field properties. 4) Set the common field properties, including Name, Title, Data Type, Autofill and Storage. See the Common Field Properties topic for more information. Note if autofilled is configured for a radio button, the radio button will be selected if the autofill value matches the field value. 5) Set the radio button properties. a) Group Name: Either enter the name of the radio button group or select an existing group from the list. b) Value: Enter the value of the radio button. c) OnClick: Optionally define an OnClick event action. For example, specify a JavaScript function to be called when the event occurs; custom JavaScript can be added to the form using the Tools>Custom JavaScript option. The OnClick event occurs when the field is clicked. Checked By Default: If selected, the radio button will be checked by default. 6) Click OK to save the field properties. Radio buttons cannot be added to a sign-in page. Adding Text Area Fields A text area field accepts multiple lines of text as input. 22

25 To add a text area field to your form: 1) Click on the form where you want to add the text area field. If necessary, add a new row or column first. 2) Click the Add Text Area button in the toolbox. A new text area field is added to the form. 3) Double-click the field to open the field properties. Alternatively, you can right-click the field and select Properties to open the field properties. 4) Set the common field properties, including Name, Title, Data Type, Autofill and Storage. See the Common Field Properties topic for more information. 5) Set the text area field properties. a) Height: The height of the text area field. b) OnChange: Optionally define an OnChange event action. For example, specify a JavaScript function to be called when the event occurs; custom JavaScript can be added to the form using the Tools>Custom JavaScript option. The OnChange event occurs when the content of the field is changed. c) Value: The optional default value of the field. The following keywords are supported: i) Sequence:Defaults to an incrementing sequence number (per form set). Numeric fields only. ii) Today:Defaults to the current date. Date and datetime fields only. iii) Now:Defaults to the current date and time. Datetime fields only. 6) Click OK to save the field properties. Text area fields cannot be added to a sign-in page. Adding Rich Text Editors A rich text editor field accepts multiple lines of text as input. The text can be formatted and is stored as rich text. To add a rich text editor to your form: 1) Click on the form where you want to add the rich text editor. If necessary, add a new row or column first. 2) Click the Add Rich Text Editor button in the toolbox. A new rich text editor is added to the form. 3) In the design view, the rich text editor is represented on the form by the rich text editor icon. 4) Double-click the field to open the field properties. Alternatively, you can right-click the field and select Properties to open the field properties. 23

26 5) Set the common field properties, including Name, Title, Data Type, Autofill and Storage. See the Common Field Properties topic for more information. 6) Set the rich text editor properties. a) Height: The height of the rich text editor. b) Value: The optional default value of the field. The following keywords are supported: i) Sequence:Defaults to an incrementing sequence number (per form set). Numeric fields only. ii) Today:Defaults to the current date. Date and datetime fields only. iii) Now:Defaults to the current date and time. Datetime fields only. 7) Click OK to save the field properties. Rich text editors cannot be added to a sign-in page. Adding Password Fields Password fields are similar to text fields; however, when a user enters data into a password field, the characters are displayed as asterisks (*) for privacy. To add a password field to your form: 1) Click on the form where you want to add the password field. If necessary, add a new row or column first. 2) Click the Add Password Field button in the toolbox. A new password field is added to the form. 3) Double-click the field to open the field properties. Alternatively, you can right-click the field and select Properties to open the field properties. 4) Set the common field properties, including Name, Title, Data Type, Autofill and Storage. See the Common Field Properties topic for more information. 5) Set the password field properties. a) Align: The alignment of text within the field. Options are Left, Right and Center. b) Value: The optional default value of the field. The following keywords are supported: i) Sequence Defaults to an incrementing sequence number (per form set). Numeric fields only. ii) Today iii) Now Defaults to the current date. Date and datetime fields only. Defaults to the current date and time. Datetime fields only. c) Hash Algorithm: Choices includes none, MD5, or SHA1. 6) Click OK to save the field properties. 24

27 Adding Password Fields to Sign-in Pages Password fields can be added both to the main form and to the optional sign-in page. The configuration will differ slightly when adding a password field to a sign-in page, since sign-in page fields can require verification and do not support properties such as autofill and data storage. See the Adding Sign-in Page Fields topic for instructions on adding sign-in page fields. Adding Hidden Fields Hidden fields store data that is not visible on the form. Do not use hidden fields to store sensitive data. Although hidden fields do not display on the form, hidden fields and their values can be viewed in the form HTML. To add a hidden field: 1) Click on the form, then click the Add Hidden Field button in the toolbox. A new hidden field is added to the form. In the design view, the hidden field is represented on the form by the hidden field icon. The hidden field will not display on the form when viewed in a browser. 2) Double-click the field to open the field properties. Alternatively, you can right-click the field and select Properties to open the field properties. 3) Set the common field properties, including Name, Title, Data Type, Autofill and Storage. See the Common Field Properties topic for more information. 4) Set the hidden field properties. a) Value: The optional default value of the field. The following keywords are supported: i) Sequence: Defaults to an incrementing sequence number (per form set). Numeric fields only. ii) Today: Defaults to the current date. Date and datetime fields only. iii) Now: Defaults to the current date and time. Datetime fields only. 5) Click OK to save the field properties. Since users will not be able to enter a value into a hidden field, the field should be configured with either a default value, calculation or autofill. Otherwise the field will remain null. Adding Hidden Fields to Sign-in Pages Hidden fields can be added both to the main form and to the optional sign-in page. The configuration will differ slightly when adding a hidden field to a sign-in page, since sign-in page fields can require verification and do not support properties such as autofill and data storage. See the Adding Sign-in Page Fields topic for instructions on adding sign-in page fields. 25

28 Adding Hyperlinks To add a hyperlink to your form: 1) Click on your form where you want to add the hyperlink. If necessary, add a new row or column first. 2) Click the Add Hyperlink button in the toolbox, then select Standard Hyperlink. The Hyperlink dialog opens. 3) Set the following properties: Type: Select the type of hyperlink. URL: Enter the hyperlink URL. 4) Click OK. The link is added to the form. To change the display text of the link, position the cursor with the text and edit the text as needed. To edit the hyperlink properties, select the display text on the form, then click the Add Hyperlink button and select Standard Hyperlink to open the hyperlink dialog. Adding Hyperlinks to Sign-in Pages Hyperlinks can be added both to the main form and to the optional sign-in page. See the Adding Sign-in Page Fields topic for instructions on adding sign-in page fields. Adding Custom Hyperlinks A custom hyperlink can include form field tokens in the link. The tokens will be replaced with the form field values. To add a custom hyperlink to your form: 1) Click on your form where you want to add the hyperlink. If necessary, add a new row or column first. 2) Click the Add Hyperlink button in the toolbox, then select Custom Hyperlink. A new custom link is added to the form. 3) In the design view, the custom hyperlink is represented by the label icon. When the form is viewed in a browser, the display text assigned in the field properties will display on the form as a hyperlink. 4) Double-click the field to open the field properties. Alternatively, you can right-click the field and select Properties to open the field properties. 26

29 5) Set the field properties. a) Name: The name of the field. b) Title: The title of the field. c) Positioning: Optionally specify the position of the field by entering X and Y coordinates relative to the top left corner of the form page. The field will be moved when the field properties are saved. 6) Set the URL and display properties. To open the properties dialog, click the Display Properties button. a) Display Text: Enter the text to display on the form as a hyperlink. b) Plain URL or OnClick event: Choose to add either a plain URL or an OnClick event: c) Plain URL: If selected, enter the URL. The following options are available when adding a URL: d) Stay in Browser: If selected, the URL will open in the same browser window. If not selected, the URL will open in a new browser window. e) WebFDD Link: If selected, user name and login tokens can be included in the URL. If this option is selected, the form must be configured to require login. f) OnClick event: If selected, enter the OnClick event. For example, specify a JavaScript function to be called when the link is clicked; custom JavaScript can be added to the form using the Tools>Custom JavaScript option. g) Tooltip: Optionally enter text to display as a tooltip for the link. 7) To add a field token to the display text, URL, or OnClick event text, click the Add Field Token button, then select a form field from the list. When a field is selected, the Add Field Token dialog closes and the field token is added to the text. Note when adding a field token to the display text, the field list is limited to read-only, hidden and label fields. 8) Click OK to save the URL and link properties. 9) Click OK to save the field properties. Adding Custom Hyperlinks to Sign-in Pages Custom hyperlinks can be added both to the main form and to the optional sign-in page. See the Adding Sign-in Page Fields topic for instructions on adding sign-in page fields. This example shows the URL and display properties for a custom hyperlink. The link will display on the form with the text View Document in WebFDD. 27

30 Adding a Logout Hyperlink If your form is configured to require login, a logout link can be added to the form. When a user clicks the link, they will be logged out of the form. To add a logout link to your form: 1) Click on your form where you want to add the logout link. If necessary, add a new row or column first. 2) Click the Add Hyperlink button in the toolbox, then select Logout. A new logout link is added to the form, with the display text Log out. 3) To change the display text of the logout link, position the cursor with the text and edit the text as needed. Adding Images To add a image to your form: 1) Click on your form where you want to add the image. If necessary, add a new row or column first. 2) Click the Add Image button in the toolbox. The File Open dialog opens. 3) Browse to select a.jpg,.gif,.png or.bmp file, then click Open to add the image to the form. 4) To change the image, right-click the image and select Image Location. The File Open dialog opens so you can browse for another image file. 5) To set the alternate text for the image, right-click the image and select Set Alt Tag. Enter the alternate text in the Set Image Alt Tag dialog. The alternate text will display on mouse-over of the image when the form is viewed in a browser. Adding Lookup Fields A lookup field provides the forms user with a list of values. Both select fields and lookup fields provide the user with a list of values. See Appendix A: Choosing Between Select Fields and Lookup Fields for a comparison of the field types. 28

31 To add a lookup field to your form: 1) Click on your form where you want to add the lookup field. If necessary, add a new row or column first. 2) Click the Add Lookup Field button in the toolbox. A new lookup field is added to the form. 3) Double-click the field to open the field properties. Alternatively, you can right-click the field and select Properties to open the field properties. 4) Set the common field properties, including Name, Title, Data Type, Autofill and Storage. See the Common Field Properties topic for more information. 5) Set the field properties. a) Align: The alignment of text within the field. Options are Left, Right and Center. b) Value: The optional default value of the field. The following keywords are supported: i) Sequence: Defaults to an incrementing sequence number (per form set). Numeric fields only. ii) Today: Defaults to the current date. Date and datetime fields only. iii) Now: Defaults to the current date and time. Datetime fields only. c) OnChange: Optionally define an OnChange event action. For example, specify a JavaScript function to be called when the event occurs; custom JavaScript can be added to the form using the Tools>Custom JavaScript option. The OnChange event occurs when the content of the field is changed. 6) Set the option list properties. To open the option list properties dialog, click the Option List Properties button. a) Include a Blank Value: If selected, a blank value will be included in the option list. Note this option is disabled if the field is mandatory. b) Allow Override: If selected, the forms user will be able to enter a field value that is not in the option list. Note this option is disabled if the form field stores its data to a file cabinet field with a lookup table assignment that does not allow override. c) Value Title and Display Title: If set, the titles appear as the column headers in the lookup field value list. d) Data Source: Select the data source for the option list. Choices are Static List, File Cabinet, Lookup Table, Other Table and Advanced. i) Note that both Value and Display columns can be selected when choosing the data source. Users will see both columns in the lookup value list when viewing the form in a browser; the selected value be stored in the field. Static List: If selected, the option list will contain the values you enter in the list. To enter a value, click in the blank row in the list, enter a Value, and optionally enter a Display value. 29

32 File Cabinet: If selected, the option list will contain the values from the selected file cabinet field. Choose the File Cabinet, Value Field, Display Field and Order By Field from the drop-down lists. Optionally check the Descending option to sort the lookup values in descending order. Lookup Table: If selected, the option list will contain the values from the selected lookup table field. Choose the Lookup Table, Value Column, Display Column and Order By Column from the drop-down lists. Optionally check the Descending option to sort the lookup values in descending order. Other Table: If selected, the option list will contain the values from the selected table column. Choose the Table, Value Column, Display Column and Order By Column from the drop-down lists. Optionally check the Descending option to sort the lookup values in descending order. The Table list includes all tables defined for use with Forms iq. If no tables are defined, the list will be empty. Advanced: If selected, the option list will contain the values returned by a SQL query. This option requires SQL knowledge. Note this option is disabled if you do not have the Edit Forms iq SQL task permission. Enter the SQL query in the the SQL field and specify the columns to use as the Value Column and the Display Column. To add a field token to the SQL query, click the Add Field Token button, then select a form field from the list. When a field is selected, the Add Field Token dialog closes and the field token is added to the text. 7) Click OK to save the option list properties. 8) Click OK to save the field properties. Adding Lookup Fields to Sign-in Pages Lookup fields can be added both to the main form and to the optional sign-in page. The configuration will differ slightly when adding a lookup field to a sign-in page, since sign-in page fields can require verification and do not support properties such as autofill and data storage. See the Adding Sign-in Page Fields topic for instructions on adding sign-in page fields. Adding Label Fields A label field displays read-only text; the value of the label is set based on the default value or autofill option. To add a label field to your form: 1) Click on your form where you want to add the label field. If necessary, add a new row or column first. 2) Click the Add Label Field button in the toolbox. A new label field is added to the form. 30

33 In the design view, the label is represented by the label icon. When the form is viewed in a browser, the display text assigned in the field properties will display on the form as a label. 3) Double-click the field to open the field properties. Alternatively, you can right-click the field and select Properties to open the field properties. 4) Set the common field properties, including Name, Title, Data Type, Autofill and Storage. See the Common Field Properties topic for more information. 5) Set the label field properties. a) Align: The alignment of text within the field. Options are Left, Right and Center. b) Value: The optional default value of the field. The following keywords are supported: i) Sequence: Defaults to an incrementing sequence number (per form set). Numeric fields only. ii) Today: Defaults to the current date. Date and datetime fields only. iii) Now: Defaults to the current date and time. Datetime fields only. c) Display Properties: Click the Display Properties button to open the label display properties dialog. In this dialog, optionally enter the Display Text to appear on the form. This text can differ from the actual value of label field. To add a field token to the display text, click the Add Field Token button, then select a form field from the list. When a field is selected, the Add Field Token dialog closes and the field token is added to the text. Note the field list is limited to read-only, hidden and label fields. If the display text setting is left blank, the field value will display on the form. Note the display text setting only affects the display on the form; the field value will be written to the field's storage location. 6) Click OK to save the field properties. Since users will not be able to enter a value into a label field, the field should be configured with either a default value, calculation or autofill. Otherwise the field will remain null. Label fields cannot be added to a sign-in page Adding File Upload Fields A file upload field allows the user to browse and select a file to upload with the form. Depending on the file upload field configuration, the uploaded file will either be stored in the form or as a new page in the document. To add a file upload field: 1) Click on your form where you want to add the file upload field. If necessary, add a new row or column first. 31

34 2) Click the Add File Upload button in the toolbox. A new file upload field is added to the form. In the design view, the file upload field is represented on the form by the file upload icon. 3) Double-click the field to open the field properties. Alternatively, you can right-click the field and select Properties to open the field properties. 4) Set the field properties. a) Name: The name of the field. b) Title: The title of the field. c) Mandatory: If selected, users will not be able to submit the form without selecting a file for upload. d) Positioning: Optionally specify the position of the field by entering X and Y coordinates relative to the top left corner of the form page. The field will be moved when the field properties are saved. 5) Set the file upload properties. To open the file upload properties dialog, click the File Upload Properties button. a) Max File Size: Check this option to limit the maximum file size accepted for upload. If checked, enter a number and choose a unit of measure from the drop-down list. Available units of measure are KB (kilobyte) and MB (megabyte). b) Display in Form as Image: Check this option to display the uploaded file in the form page. Optionally set the show file name, width and height options for the displayed image: i) Show File Name: If selected, the name of the uploaded file displays beneath the image on the form. ii) Width: The width at which to display the image in the form. iii) Height: The height at which to display the image in the form. If you set only a width or height value, the image will resize proportionally. The Display in Form as Image option is only compatible with image file types; if it is selected, the Only allow the following file types option is automatically selected and the following file types are listed as allowed:.gif.jpg.bmp.png iv) File Storage: Choose where to store the uploaded file. Options include: Store in Form: The uploaded file will be stored in the form. Store in Base File Cabinet: The uploaded file will be stored as a new page in the FDD document created on form submission. v) File Type Specification: Choose one of the following options to restrict what file types are accepted for upload: None: No restriction. Files of any type will be accepted for upload. 32

35 Only allow the following file types: Only files of the listed type will be accepted for upload. Do not allow the following file types: Files of the listed type will not be accepted for upload. If you choose either the Only allow the following file types or Do not allow the following file types option, specify the file types by typing in the text box beneath the option label. Specify each file type by its three letter extension preceded by a dot, using a space, tab or new line character as a delimiter. For example:.txt.jpg.gif 6) Click OK to save the upload properties. 7) Click OK to save the field properties. File upload fields cannot be added to a sign-in page. Adding Smart Icons Smart icons conditionally display an image from a defined set. Smart icons rules can be based on form fields or SQL queries. To add a smart icon field to your form: 1) Click on the form where you want to add the smart icon. If necessary, add a new row or column first. 2) Click the Add Smart Icon button in the toolbox. A new smart icon field is added to the form. In the design view, the smart icon field is represented on the form by an icon. When the form is viewed in a browser, one of the defined images will display on the form according to which smart icon rule is met. 3) Double-click the field to open the field properties. Alternatively, you can right-click the field and select Properties to open the field properties. 4) Set the field properties. a) Name: The name of the field. b) Title: The title of the field. c) Positioning: Optionally specify the position of the field by entering X and Y coordinates relative to the top left corner of the form page. The field will be moved when the field properties are saved. 5) Set the smart icon value source in the smart icon properties. To open the smart icon properties dialog, click the Smart Icon Properties button. a) Smart Icon Value Source: Select the smart icon value source. Choices are SQL or Single Field. i) SQL: If basing the smart icon rules on a SQL query, enter the query in the SQL field and specify the column name in the Column Name field. The rules will be compared to the value returned for the specified column. 33

36 ii) To add a field token to the SQL query, click the Add Field Token button, then select a form field from the list. When a field is selected, the Add Field Token dialog closes and the field token is added to the text. iii) Single Field: If basing the smart icons rules on a single form field, choose the field from the Add Field Token list. Click the Add Field Token button to open the form field list. 6) Add the default smart icon rule. a) To add the default rule, click the Add button in the Default Rule section. Set the following properties in the Image Rule dialog: i) Name: Enter the name of the rule. ii) Image: Select the default image. This image will display by default on the form. b) Smart icon images are added to the form as user-defined images. If you have previously defined images, select an image from the Image list. To define an image, click the Add User-Defined Image button to open the User-Defined Images dialog. Click Add to browse for an image, assign a name, and click OK to add. 7) Add additional smart icon rules. a) To add a smart icon rule, click the Add Rule button in the Rules section. Configure the rule in the Image Rule dialog: i) Name: Enter the name of the rule. ii) Number of Rows or By Value: Choose whether to add a rule based on the number of rows returned or based on a value: iii) Number of Rows: If selected, choose an operator and enter a number. The rule will apply if the number of rows returned by the SQL query meets this condition. This option is only available for smart icons based on a SQL query. iv) By Value: If selected, choose an operator and enter an expected value. The rule will apply if the field value (for smart icons based on a form field) or the value returned by the SQL query (for smart icons based on a SQL query) meets this condition. v) Image: Select the image. This image will display if the smart icon rule condition is met. b) Smart icon images are added to the form as user-defined images. If you have previously defined images, select an image from the Image list. To define an image, click the Add User-Defined Image button to open the User-Defined Images dialog. Click Add to browse for an image, assign a name, and click OK to add. 8) Click OK to save the smart icon properties. 9) Click OK to save the field properties. Note: Smart icon fields cannot be added to a sign-in page. 34

37 Adding Barcodes A barcode can be added to the form. The barcode value can be the document ID, the page ID, a selected field value or a constant value. Depending on the configuration, the barcode can be displayed on form submission (on the success page) and/or when the submitted form is viewed in FDD or WebFDD. An example use of barcodes is to enable users to print the submitted form and use this printout as a "cover page" when mailing or faxing supporting documentation for the form. In this scenario, the barcode would be used to identify the supporting documentation when it is added to the FDD system. Barcode recognition would need to be configured for the FDD input process. Adding a Barcode To add a barcode to your form: 1) Click on your form where you want to add the barcode. If necessary, add a new row or column first. 2) Click the Add Barcode button in the toolbox. A new barcode is added to the form. In the design view, the barcode is represented by the barcode icon. Depending on the barcode configuration, the barcode may appear on the form submission success page and may appear when viewing a submitted form. 3) Double-click the field to open the barcode properties. Alternatively, you can right-click the barcode field and select Properties to open the properties. 4) Set the barcode properties. a) Name: The name of the barcode field. b) Barcode Data: The data to use as the barcode value. Options include: i) Doc ID: If selected, the barcode value is the unique document ID. ii) Page ID: If selected, the barcode value is the unique page ID. iii) Field: If selected, the barcode value is the specified field. Choose the field from the drop-down list. iv) Constant: If selected, the barcode value is the specified constant value. Enter the constant value in the text field. c) Symbology: Choose the barcode symbology from the drop-down list. Choices are Code128 and Code39. d) Check Sum: If selected, a checksum will be included in the barcode. (A checksum is a mathematical calculation that verifies the integrity of the barcode.) Note this option only applies if the selected barcode symbology is Code39. e) Prefix: Optionally enter a prefix value to include in the barcode data. f) Draw Text: If selected, the text value of the barcode is displayed beneath the barcode. Optionally specify the font name, font style and font size for the text: 35

38 i) Font Name: Choose the font to use for the barcode text from the drop-down list. ii) Font Style: Choose the font style to use for the barcode text from the dropdown list. iii) Font Size: Enter the font size to use for the barcode text. g) Show on Submission: If selected, the barcode is displayed on the form submission success page. h) Show on View: If selected, the barcode is displayed on the form page when viewed in the Feith Document Database clients (FDD or WebFDD). i) Advanced: Optionally specify the minimum single bar width, bar height and resolution: i) Minimum Single Bar Width: Enter the desired width (in pixels) of the thinnest bar in the barcode. Other bars will change their size relative to this width. The default setting is 2 pixels. ii) Bar Height: Enter the desired height (in pixels) for the bars in the barcode. Note this setting only specifies the height of the bars; it does not specify the height of any text to be drawn. iii) Resolution: Enter the resolution in DPI (dots per inch). The default setting is 72 DPI. 5) Click OK to save the barcode properties. Example Barcode Configuration The following figure shows an example barcode configuration. 36

39 Barcodes cannot be added to a sign-in page. Adding Dynamic Lists A dynamic list allows the user to enter multiple lines of detail pertaining to a single item. For example, a dynamic list might be used on an expense report form to capture multiple lines of expenses. To add a dynamic list: 1) Click on your form where you want to add the dynamic list. If necessary, add a new row or column first. 2) Click the Dynamic List Control button in the toolbox. A new dynamic list is added to the form. In the design view, the dynamic list is represented on the form by the dynamic list icon. 3) Double-click the dynamic list to open the dynamic list properties. Alternatively, you can right-click the dynamic list and select Properties to open the dynamic list properties. 4) Set the dynamic list properties. a) Name: Enter the name of the dynamic list. This value displays as the name of the dynamic list throughout the Forms iq interface. b) Font: The font style to be applied to the text entered in the dynamic list. Choose a font name and font size from the drop-down lists. c) Default Number of Rows: Enter the number of rows to be added by default to the dynamic list. d) Label for Total: Enter the text to use as a label for dynamic list column totals. Defaults to Total. Only applicable if one or more dynamic list columns include a total. e) Include Row Numbers: If selected, each row in the dynamic list will be numbered. f) Disable Add/Remove Row: If selected, the forms user will not be able to add row to or remove rows from the dynamic list. This option is typically used in combination with the AutoFill feature to create a report on the form. g) Disable Reorder Rows: If selected, the forms user will not be able to reorder rows in the dynamic list. h) Keep Blank Rows: If selected, blank rows will be kept in the list when the form is submitted. If unchecked, blank rows will be deleted from the list when the form is submitted. i) Selective Save/Calculate: If selected, only checked rows will be saved when the form is submitted. In addition, if any columns have a total, only checked rows will be included in the total. j) Multi-line Rows: If selected, the dynamic list can be configured to display multiple lines for each row. To configure this feature, check the Multi-line Rows option, then choose either the Headers on Left or Headers on Top option, and then 37

40 check the Start new line on this column option in the column properties for each column for which you want to start a new line. 5) Add columns to the dynamic list. a) To add a column, click the Add button to open the Column Properties dialog; enter the properties for the new dynamic list column, the click OK to save the properties and add the column to the list. See the Common Dynamic List Column Properties topic and the Field Type Specific Dynamic List Column Properties topic for more information. b) By default, a column called Col 1 is added to a new dynamic list. This column can be edited or removed. c) Optionally reorder dynamic list columns using the up and down arrows. 6) Optionally edit the data storage settings. To open the storage editor from the dynamic list properties, click the View/Edit Form Storage button. a) By default, dynamic list data is stored to the form. For information on storing dynamic list data in a table, see the Storing Dynamic List Data in a Table topic. 7) Optionally edit the autofill settings. To open the autofill editor from the dynamic list properties, click the View/Edit Form Autofill button. For information on autofilling dynamic lists, see the Autofilling Dynamic Lists topic. 8) Click OK to save the dynamic list properties. Common Dynamic List Column Properties The properties of a dynamic list column will vary depending on the field type of the column. See the Field Type Specific Dynamic List Column Properties topic for more information on field type specific properties. See the Adding Dynamic Lists topic for general instructions on adding a dynamic list. The following properties are common to most dynamic list columns. Column Property Name Header Data Type Field Type Description The column name. The column name is shown in the Forms iq Designer interface; for example, the column name is shown when selecting field tokens for use in calculations. The column header that will display on the form. The data type of the column. The data type options are CHAR, DATE, DATETIME, INTEGER, SMALL INT, DECIMAL and MONEY. Note for some field types, such as file upload fields, smart icons and barcodes, the Data Type setting does not apply and is automatically set to N/A. The field type. When adding a field, this value is automatically set to the selected field type; however, the field type can be changed if needed. 38

41 Visible Width Maximum Characters Minimum Characters Scale Mandatory Read Only Calculation Properties Include a Total Order by this Column Start a New Line on this Column The width of the field, as determined by the number of characters to display in the field without scrolling. The maximum number of characters accepted for input. For fields storing to a file cabinet field, this value defaults to the maximum length of the file cabinet field. The minimum number of characters accepted for input. The scale of the field value. This setting applies to decimal fields only. If selected, the field will require input. Users will not be able to submit the form without entering a value in the field. If selected, the field value will be read-only. Users will not be able to edit the field value. The optional calculation properties of the field. See the Calculation Properties topic for more information. If selected, the values for each row in the column will be totaled. This option is only available if the column data type is integer, small integer, decimal or money. If selected, the rows in the dynamic list will be ordered by this column. Choose either Asc (for an ascending sort) or Desc (for a descending sort). If selected, and if the Multi-line Rows option is selected for the dynamic list, each row in the list will display multiple lines, with a new line starting on this column. This option can be selected for multiple columns per dynamic list. Field Type Specific Dynamic List Column Properties The properties of a dynamic list column will vary depending on the field type of the column. See the Common Dynamic List Column Properties topic for information on the common properties. See the Adding Dynamic Lists topic for general instructions on adding a dynamic list. The following field types are available when adding a dynamic list column: text box, select, check box, text area, hidden, lookup, label, link (custom hyperlink), file upload and smart icon. Refer to the following charts for field type specific properties. Text Box Property Align Value Description The alignment of text within the field. Options are Left, Right and Center. The optional default value of the field. The following keywords are supported: SEQUENCE: Defaults to an incrementing sequence number (per form set). Numeric fields only. TODAY: Defaults to the current date. Date and datetime fields only. NOW:Defaults to the current date and time. Datetime fields only. 39

42 OnChange Optionally define an OnChange event action. For example, specify a JavaScript function to be called when the event occurs; custom JavaScript can be added to the form using the Tools>Custom JavaScript option. The OnChange event occurs when the content of the field is changed. Select Property Height Value Fit to Data OnChange Option List Properties Description The height of the field. The optional default value of the field. The following keywords are supported: SEQUENCE: Defaults to an incrementing sequence number (per form set). Numeric fields only. TODAY: Defaults to the current date. Date and datetime fields only. NOW:Defaults to the current date and time. Datetime fields only. If selected, the width of the field will be adjusted to fit the longest value in the list. Optionally define an OnChange event action. For example, specify a JavaScript function to be called when the event occurs; custom JavaScript can be added to the form using the Tools>Custom JavaScript option. The OnChange event occurs when the content of the field is changed. Set the option list properties, including the data source for the option list and settings such as whether to include a blank value. To open the option list properties dialog, click the Option List Properties button. The choices for option list data source are Static List, File Cabinet, Lookup Table, Other Table and Advanced (SQL query). For more information, refer to the option list configuration instructions in the Adding Select Fields topic. Check Box Property Checked Value Unchecked Value OnClick Checked By Default Description Enter the value of the check box if checked. Enter the value of the check box if unchecked. Optionally define an OnClick event action. For example, specify a JavaScript function to be called when the event occurs; custom JavaScript can be added to the form using the Tools>Custom JavaScript option. The OnClick event occurs when the field is clicked. If selected, the check box be checked by default. Text Area Property Description 40

43 Height Value OnChange The height of the text area field. The optional default value of the field. The following keywords are supported: SEQUENCE: Defaults to an incrementing sequence number (per form set). Numeric fields only. TODAY: Defaults to the current date. Date and datetime fields only. NOW:Defaults to the current date and time. Datetime fields only. Optionally define an OnChange event action. For example, specify a JavaScript function to be called when the event occurs; custom JavaScript can be added to the form using the Tools>Custom JavaScript option. The OnChange event occurs when the content of the field is changed. Hidden Property Value Description The optional default value of the field. The following keywords are supported: SEQUENCE: Defaults to an incrementing sequence number (per form set). Numeric fields only. TODAY: Defaults to the current date. Date and datetime fields only. NOW:Defaults to the current date and time. Datetime fields only. Lookup Property Align Value OnChange Option List Properties Description The alignment of text within the field. Options are Left, Right and Center. The optional default value of the field. The following keywords are supported: SEQUENCE: Defaults to an incrementing sequence number (per form set). Numeric fields only. TODAY: Defaults to the current date. Date and datetime fields only. NOW:Defaults to the current date and time. Datetime fields only. Optionally define an OnChange event action. For example, specify a JavaScript function to be called when the event occurs; custom JavaScript can be added to the form using the Tools>Custom JavaScript option. The OnChange event occurs when the content of the field is changed. Set the option list properties, including the data source for the option list and settings such as whether to include a blank value. To open the option list properties dialog, click the Option List Properties button. The choices for option list data source are Static List, File Cabinet, Lookup Table, Other Table and Advanced (SQL query). For more information, refer to the option list configuration instructions in the Adding Lookup Fields topic. 41

44 Label Property Align Value Display Properties Description The alignment of text within the field. Options are Left, Right and Center. The optional default value of the field. The following keywords are supported: SEQUENCE: Defaults to an incrementing sequence number (per form set). Numeric fields only. TODAY: Defaults to the current date. Date and datetime fields only. NOW:Defaults to the current date and time. Datetime fields only. Click the Display Properties button to open the label display properties dialog. In this dialog, optionally enter the Display Text to appear on the form. This text can differ from the actual value of label field. To add a field token to the display text, click the Add Field Token button, then select a form field from the list. When a field is selected, the Add Field Token dialog closes and the field token is added to the text. Note the field list is limited to read-only, hidden and label fields. If the display text setting is left blank, the field value will display on the form. Note the display text setting only affects the display on the form; the field value will be written to the field's storage location. Link (Custom Hyperlink) Property Align Value Display Properties Description The alignment of text within the field. Options are Left, Right and Center. The optional default value of the field. The following keywords are supported: SEQUENCE: Defaults to an incrementing sequence number (per form set). Numeric fields only. TODAY: Defaults to the current date. Date and datetime fields only. NOW:Defaults to the current date and time. Datetime fields only. Click the Display Properties button to open the label display properties dialog. Display properties include: Display Text: Enter the text to display on the form as a hyperlink. Plain URL or OnClick event: Choose to add either a plain URL or an OnClick event: Plain URL: If selected, enter the URL. The following options are available when adding a URL: Stay in Browser: If selected, the URL will open in the same browser window. If not selected, the URL will open in a new browser window. WebFDD Link: If selected, user name and login tokens can be included in the URL. If this option is selected, the form must be configured to require login. 42

45 OnClick event: If selected, enter the OnClick event. For example, specify a JavaScript function to be called when the link is clicked; custom JavaScript can be added to the form using the Tools>Custom JavaScript option. Tooltip: Optionally enter text to display as a tooltip for the link. To add a field token to the display text, URL, or OnClick event text, click the Add Field Token button, then select a form field from the list. When a field is selected, the Add Field Token dialog closes and the field token is added to the text. Note when adding a field token to the display text, the field list is limited to read-only, hidden and label fields. File Upload Property File Upload Properties Description Click the File Upload Properties button to open the file upload properties dialog. File upload properties include: Max File Size: Check this option to limit the maximum file size accepted for upload. If checked, enter a number and choose a unit of measure from the drop-down list. Available units of measure are KB (kilobyte) and MB (megabyte). Display in Form as Image: Check this option to display the uploaded file in the form page. Optionally set the show file name, width and height options for the displayed image: Show File Name: If selected, the name of the uploaded file displays beneath the image on the form. Width: The width at which to display the image in the form. Height: The height at which to display the image in the form. If you set only a width or height value, the image will resize proportionally. The Display in Form as Image option is only compatible with image file types; if it is selected, the Only allow the following file types option is automatically selected and the following file types are listed as allowed:.gif.jpg.bmp.png File Storage: Choose where to store the uploaded file. Options include: Store in Form: The uploaded file will be stored in the form. Store in Base File Cabinet: The uploaded file will be stored as a new page in the FDD document created on form submission. File Type Specification: Choose one of the following options to restrict what file types are accepted for upload: None: No restriction. Files of any type will be accepted for upload. Only allow the following file types: Only files of the listed type will be accepted for upload. Do not allow the following file types: Files of the listed type will not be accepted for upload. If you choose either the Only allow the following file types or Do not allow the following file types option, specify the file types by typing in the text box 43

46 beneath the option label. Specify each file type by its three letter extension preceded by a dot, using a space, tab or new line character as a delimiter. For example:.txt.jpg.gif Smart Icon Property Smart Icon Properties Description Click the Smart Icon Properties button to open the smart icon properties dialog. Smart icon properties include: Smart Icon Value Source: Select the smart icon value source. Choices are SQL or Single Field. SQL: If basing the smart icon rules on a SQL query, enter the query in the SQL field and specify the column name in the Column Name field. The rules will be compared to the value returned for the specified column. To add a field token to the SQL query, click the Add Field Token button, then select a form field from the list. When a field is selected, the Add Field Token dialog closes and the field token is added to the text. Single Field: If basing the smart icons rules on a single form field, choose the field from the Add Field Token list. Click the Add Field Token button to open the form field list. Default smart icon rule: To add the default rule, click the Add button in the Default Rule section. Set the following properties in the Image Rule dialog: Name: Enter the name of the rule. Image: Select the default image. This image will display by default on the form. Smart icon images are added to the form as user-defined images. If you have previously defined images, select an image from the Image list. To define an image, click the Add User-Defined Image button to open the User- Defined Images dialog. Click Add to browse for an image, assign a name, and click OK to add. Smart icon rules: To add a smart icon rule, click the Add Rule button in the Rules section. Configure the rule in the Image Rule dialog: Name: Enter the name of the rule. Number of Rows or By Value: Choose whether to add a rule based on the number of rows returned or based on a value: Number of Rows: If selected, choose an operator and enter a number. The rule will apply if the number of rows returned by the SQL query meets this condition. This option is only available for smart icons based on a SQL query. By Value: If selected, choose an operator and enter an expected value. The rule will apply if the field value (for smart icons based on a form field) or the value returned by the SQL query (for smart icons based on a SQL query) meets this condition. Image: Select the image. This image will display if the smart icon rule condition is met. 44

47 Sign-In Pages Smart icon images are added to the form as user-defined images. If you have previously defined images, select an image from the Image list. To define an image, click the Add User-Defined Image button to open the User- Defined Images dialog. Click Add to browse for an image, assign a name, and click OK to add. A sign-in page can be optionally added to any form. If a sign-in page exists, users will be prompted to enter sign-in data before accessing the main form. Sign-in pages can be used to restrict access to a form. Sign-in page fields can be configured so that data is verified against a file cabinet field, lookup table column or other table column. If a user enters sign-in data that fails verification, the user will receive a sign-in error message and will be unable to access the main form. Sign-in fields can also be configured without data verification. An unverified sign-in field might be added for use with autofill on the main form. Adding and Deleting Sign-in Pages To add a sign-in page to a form: 1) Select Add Sign-In Page from the Page menu. A sign-in page is added to the form; the page is displayed in the Forms iq Designer. The default sign-in page includes a text box labeled User Name and a password field labeled Password. The sign-in page can be customized as needed; the default fields can be modified or deleted and additional fields can be added. Example default sign-in page: 45

48 Deleting Sign-in Pages To delete a sign-in page: 1) Open the form in the designer and display the sign-in page. 2) Select Delete Current Page from the Page menu. a) The sign-in page is deleted. Adding Sign-in Page Fields The following field types can be added to a sign-in page: text boxes, password fields, select fields, lookup fields, and standard and custom hyperlinks. To add a sign-in page field: 1) Click on the form where you want to add the field. If necessary, add a new row or column first. 2) Click the tool button in the toolbox. The new field is added to the form. 3) Double-click the field to open the field properties. Alternatively, you can right-click the field and select Properties to open the field properties. 4) Set the common field properties. 46

49 a) Name: The name of the field. The field name is shown in the Forms iq Designer interface; for example, the field name is shown when selecting field tokens for use in calculations. i) Note that a new field is automatically assigned the default name of Field 1. If the default name is not changed, the number increments, so that the next new field is named Field 2, etc. b) Title: The title of the field. The field title is the value shown to users in error messages when submitting the form. c) Data Type: The data type of the field. The data type options are CHAR, DATE, DATETIME, INTEGER, SMALL INT, DECIMAL and MONEY. d) Field Type: The field type. When adding a field, this value is automatically set to the selected field type; however, the field type can be changed if needed. e) Visible Width: The width of the field, as determined by the number of characters to display in the field without scrolling. f) Maximum Characters: The maximum number of characters accepted for input. g) Minimum Characters: The minimum number of characters accepted for input. h) Scale: The scale of the field value. This setting applies to decimal fields only. i) Mandatory: If selected, the field will require input. Users will not be able to submit the sign-in page without entering a value in the field. j) Read Only: If selected, the field value will be read-only. Users will not be able to edit the field value. k) Positioning: Optionally specify the position of the field by entering X and Y coordinates relative to the top left corner of the form page. The field will be moved when the field properties are saved. 5) Set the properties specific to the field type. See the following sections for more detail: 6) Set the data verification properties for the sign-in field: a) No Verification (Use for AutoFill): No verification will be done. Any value entered in the field will be accepted for sign-in. b) Verify Against File Cabinet: User sign-in will be verified against the selected file cabinet field. c) Verify Against Lookup Table: User sign-in will be verified against the selected lookup table column. d) Verify Against Other Table: User sign-in will be verified against the selected table column. 7) Click OK to save the field properties. 47

50 Configuring Autofill Autofill Options Autofill automatically populates fields as the user fills out the form. For example, autofill might be configured to retrieve personal information, such as address and phone number, based on an entered name value, then populate fields with these values. Autofill can be used to help ensure that a form is filled out correctly. In addition, autofill helps the user fill out a form quickly, by automatically filling in fields for the user. Option Type of Autofill How Is It Configured? Default Value AutoFill from Sign-In AutoFill from File Cabinet AutoFill from Lookup Table AutoFill from Other Table AutoFill from SQL Query The field is populated with the default value. For example, a select field containing states can default to the state in which your company is located. The field is autofilled with a value from the sign-in page. This option can be used to store values from the sign-in page, since the sign-in page does not save any information. This option is only available if your form includes a sign-in page. The field is autofilled with a file cabinet field value. The field is autofilled with a lookup table field value. The field is autofilled with a value from an other table column. The field is autofilled from the results of a SQL query. This option requires SQL knowledge. Notes on Autofilling Check Box and Radio Button Fields The default value is entered in the form field properties. The sign-in field is selected from a list in the form field properties. An autofill object is added using the Autofill Editor. An autofill object is added using the Autofill Editor. An autofill object is added using the Autofill Editor. An autofill object is added using the Autofill Editor. The check box or radio button will be selected by default if you choose the Checked By Default option in the field properties. If autofilled is configured, the check box or radio button will be selected if the autofill value matches the field value. Default Value A default value can be entered as a field property. For example, a select field containing states can default to the state in which your company is located. To set a default field value: 1) Open the field properties. a) To open the field properties, either double-click the field or right-click the field and select Properties. 48

51 2) Enter the default value in the Value field. For a check box or radio button, select the Checked by Default option. 3) The following keywords are supported as default values: a) SEQUENCE: Defaults to an incrementing sequence number (per form set). Numeric fields only. b) TODAY: Defaults to the current date. Date and datetime fields only. c) NOW: Defaults to the current date and time. Datetime fields only. 4) Click OK to save the field properties. AutoFill from Sign-In If Autofill from Sign-in is configured, the field will be autofilled with a value from the signin page. This option can be used to store values from the sign-in page, since the sign-in page does not save any information. This option is only available if your form includes a sign-in page. To configure autofill from sign-in: 1) Open the field properties. a) To open the field properties, either double-click the field or right-click the field and select Properties. 2) Check the Autofill from Sign-in option and select the sign-in field from the list. 3) Click OK to save the field properties. a) Note for check boxes and radio buttons, the field will be selected by default if the autofill value matches the field value. Example In this example, the field will be autofilled with the User Name sign-in field value. 49

52 Autofill from File Cabinet If Autofill from File Cabinet is configured, the field will be autofilled with a file cabinet field value. To configure autofill from file cabinet: 1) Open the Autofill Editor by selecting the Autofill option from the Form menu. Alternatively, the Autofill Editor can be opened when viewing field properties by clicking View/Edit Form Autofill. 2) In the Autofill Editor, click Add. The Add Autofill Object dialog opens. 3) Enter a Name for the autofill object. 4) Select File Cabinet from the list of options and choose a file cabinet from the list. The file cabinet will be the autofill source. a) For instructions on the Dynamic List Autofill option, see the Autofilling Dynamic Lists topic. 5) Click OK. a) The Add Autofill Object dialog closes and the new autofill object is added. b) The Autofill Editor now shows the form fields and the fields from the selected file cabinet. 6) Configure the autofill mapping by drawing a line from a file cabinet field to a form field. The form field will be autofilled with a value from the file cabinet field. Multiple form fields can be mapped for autofill. 7) Configure the join condition, or selection criteria, for autofill. The join condition specifies which value in the mapped column(s) will be used to populate the form field(s). 50

53 8) To configure the join condition, draw a line from one or more form fields to one or more file cabinet fields. The form field values will be used as the selection criteria for autofill. 9) Click Apply to save the autofill mapping. Example In the example autofill configuration, the Vendor Name form field will be autofilled based on the Vendor ID value. The autofill source is the Contracts file cabinet, the Vendor Name file cabinet field is mapped to the Vendor Name form field, and the Vendor ID form field is mapped to Vendor ID file cabinet field as the join condition. 51

54 AutoFill from Lookup Table If Autofill from Lookup Table is configured, the field will be autofilled with a lookup table column value. To configure autofill from lookup table: 1) Open the Autofill Editor by selecting the Autofill option from the Form menu. Alternatively, the Autofill Editor can be opened when viewing field properties by clicking View/Edit Form Autofill. 2) In the Autofill Editor, click Add. The Add Autofill Object dialog opens. 3) Enter a Name for the autofill object. 4) Select Lookup Table from the list of options and choose a lookup table from the list. The lookup table will be the autofill source. a) For instructions on the Dynamic List Autofill option, see the Autofilling Dynamic Lists topic. 5) Click OK. a) The Add Autofill Object dialog closes and the new autofill object is added. b) The Autofill Editor now shows the form fields and the fields from the selected lookup table. 6) Configure the autofill mapping by drawing a line from a lookup table column to a form field. The form field will be autofilled with a value from the lookup table column. Multiple form fields can be mapped for autofill. 7) Configure the join condition, or selection criteria, for autofill. The join condition specifies which value in the mapped column(s) will be used to populate the form field(s). a) To configure the join condition, draw a line from one or more form fields to one or more lookup table columns. The form field values will be used as the selection criteria for autofill. 8) Click Apply to save the autofill mapping. AutoFill from Other Table If Autofill from Other Table is configured, the field will be autofilled with a value from an other table column. To configure autofill from other table: 1) Open the Autofill Editor by selecting the Autofill option from the Form menu. Alternatively, the Autofill Editor can be opened when viewing field properties by clicking View/Edit Form Autofill. 2) In the Autofill Editor, click Add. The Add Autofill Object dialog opens. 3) Enter a Name for the autofill object. 4) Select Other Table from the list of options and choose a table from the list. The table will be the autofill source. 52

55 5) The Other Table list includes all tables defined for use with Forms iq. If no tables are defined, the list will be empty. a) For instructions on the Dynamic List Autofill option, see the Autofilling Dynamic Lists topic. 6) Click OK. a) The Add Autofill Object dialog closes and the new autofill object is added. b) The Autofill Editor now shows the form fields and the fields from the selected table. 7) Configure the autofill mapping by drawing a line from a table column to a form field. The form field will be autofilled with a value from the table column. Multiple form fields can be mapped for autofill. 8) Configure the join condition, or selection criteria, for autofill. The join condition specifies which value in the mapped column(s) will be used to populate the form field(s). a) To configure the join condition, draw a line from one or more form fields to one or more table columns. The form field values will be used as the selection criteria for autofill. 9) Click Apply to save the autofill mapping. AutoFill from SQL Query If Autofill from SQL Query is configured, the field will be autofilled with the results of a SQL query. This option requires SQL knowledge. To configure autofill from SQL query: 1) Open the Autofill Editor by selecting the Autofill option from the Form menu. Alternatively, the Autofill Editor can be opened when viewing field properties by clicking View/Edit Form Autofill. 2) In the Autofill Editor, click Add. The Add Autofill Object dialog opens. 3) Enter a Name for the autofill object. 4) Select SQL Query from the list of options. Note this option is disabled if you do not have the Edit Forms iq SQL task permission. 5) Enter the SQL query in the the text box. The SQL query should be written so that only the desired autofill values are returned. a) To add a field token to the SQL query, click the Add Field Token button, then select a form field from the list. When a field is selected, the Add Field Token dialog closes and the field token is added to the text. When adding field tokens for non-numeric fields to the SQL query, enclose the field tokens in single quotes. b) The SQL query should not end with a semicolon. Ending the statement with a semicolon will result in an error when the form is opened. 6) In the Column List field, enter the name of the columns from which to select the autofill values. 53

56 a) For instructions on the Dynamic List Autofill option, see the Autofilling Dynamic Lists topic. 7) Click OK. a) The Add Autofill Object dialog closes and the new autofill object is added. b) The Autofill Editor now shows the form fields and the table columns from the Column List. 8) Configure the autofill mapping by drawing a line from a table column to a form field. The form field will be autofilled with a value from the table column. Multiple form fields can be mapped for autofill. a) Note that join conditions are not specified for autofill from SQL query. 9) Click Apply to save the autofill mapping. Autofilling Dynamic Lists Autofill is supported for dynamic lists; the entire list is autofilled. Autofilled dynamic lists can be used for reporting; for example, autofilling a dynamic list from a file cabinet will show a list of document metadata, and autofilling a dynamic list from a database table will show a list of values from the table. To configure an autofilled dynamic list: 1) Add the dynamic list to the form. It is not necessary to add columns to the dynamic list; the columns can be auto-created to match the autofill source when configuring autofill. (See Step 8 for instructions.) 2) Open the Autofill Editor by selecting the Autofill option from the Form menu. Alternatively, the Autofill Editor can be opened when viewing dynamic list properties by clicking View/Edit Form Autofill. 3) In the Autofill Editor, click Add. The Add Autofill Object dialog opens. 4) Enter a Name for the autofill object. 5) Select the autofill source - File Cabinet, Lookup Table, Other Table or SQL Query - from the list of options. Depending on the selection, either choose the table or enter the SQL query. 6) Select the Dynamic List Autofill option and choose the dynamic list. 7) Click OK. The Add Autofill Object dialog closes and the new autofill object is added. The Autofill Editor now shows the dynamic list columns and the columns from the selected autofill source. 8) Configure the autofill mapping for the dynamic list. a) You can either manually configure the autofill mapping by drawing lines from the autofill source to the dynamic list columns, or you can cancel the mapping and choose to auto-create the dynamic list columns to match the autofill source. b) To auto-create the dynamic list columns to match the autofill source: i) Cancel the autofill mapping for the dynamic list. 54

57 ii) Select the dynamic list autofill object and click Auto-Create List. iii) A warning message is shown; the Auto-Create List option will clear all dynamic list columns and autofill mapping for the columns. To proceed, answer OK to the warning. Columns are added to the dynamic list to match the columns in the autofill source, and the autofill mapping is shown in the Autofill Editor. By default, each column in the autofill source is mapped to the corresponding column in the dynamic list. 9) Optionally configure the join condition, or selection criteria, for autofill. The join condition specifies which rows in the autofill source will be used to populate the dynamic list; if no join conditions are configured, the dynamic list will be autofilled with all rows from the autofill source. Join conditions for dynamic list autofill are based on other fields on the form. a) Note that join conditions are not specified for autofill from SQL query. b) To configure the join condition: i) Click the View Joins button. The Autofill Editor now shows the form fields and the columns from the selected autofill source. ii) Draw a line from one or more form fields to one or more columns in the autofill source. The form field values will be used as the selection criteria for autofill. 10) Click Apply to save the autofill mapping. 55

58 Configuring Data Storage Data Storage Options Form field data is stored in one of three locations: in the base file cabinet, in a database table, or in the document. Data storage objects are added and modified in the Data Storage Editor. By default, all forms have a Base File Cabinet storage object and a Document storage object. Additional storage objects can be added for data storage to other tables. Option Type of Data Storage How is it Configured? Base File Cabinet Document Table The field data is stored in the selected file cabinet field. When a form is submitted, it is indexed into FDD using the values of the form fields that store to the base file cabinet. Users will be able to search for and retrieve the document using these values. All forms must include at least one field that stores its data in the base file cabinet. The field data is stored in the document as the selected data type. Data that is stored in the document is not searchable. The field data is stored in the selected other table column. Storing Data in the File Cabinet When a default form is created, a form field is added for each file cabinet field. Each form field stores to the corresponding file cabinet field. The base file cabinet storage settings can be changed by modifying the Base File Cabinet storage object in the Data Storage Editor. Note that only single value fields can store to the base file cabinet. Dynamic list data is stored either in the document or to an other table. All new fields added to the form store to the document by default. Data storage to an other table is configured by adding a new storage object in the Data Storage Editor If data storage to the file cabinet is configured, the field data is stored in the selected file cabinet field. When a default form is created, a form field is added for each file cabinet field. Each form field stores to the corresponding file cabinet field. The base file cabinet storage settings can be changed by modifying the Base File Cabinet storage object in the Data Storage Editor. All forms must include at least one field that stores its data in the base file cabinet. When a form is submitted, it is indexed into FDD using the values of the form fields that store to the base file cabinet. Users will be able to search for and retrieve the document using these values. (Note if the index values of the document are modified, the corresponding form fields are updated to reflect the new values.) Note that only single value fields can store to the base file cabinet. Dynamic list data is stored either in the document or in a table. 56

59 To view or edit the base file cabinet storage mapping: 1) Open the Data Storage Editor. 2) Select the Base File Cabinet storage object and click Edit Mapping. The mapping displays, showing which form fields are currently configured to store to the base file cabinet. 3) To edit the mapping, add or remove mapping lines between the form fields and the file cabinet fields. 4) Click Apply to save the changes to the storage mapping. 5) Click OK to close the storage editor. Storing Data in the Document If a field is configured to store data in the document, the field data is stored in the document as the selected data type. All new fields added to the form store to the document by default. Storing data to the document may be desirable in some cases; for example, you might want to configure a text area field that accepts a large value to store to the document. If the data storage settings are modified so that a field previously storing to a field cabinet field or a database table column no longer stores to the field or column, the field will store to the document. To view the mapping for the document storage object: 1) Open the Data Storage Editor by selecting the Data Storage option from the Form menu. Alternatively, the Data Storage Editor can be opened when viewing field properties by clicking View/Edit Form Storage. 2) Select the Document storage object and click Edit Mapping. The mapping displays, showing which form fields are currently configured to store to the document. Note the document storage object mapping is not editable. 3) Click Cancel Mapping to close the mapping, then click OK to close the storage editor. Data that is stored in the document is not searchable. When deciding whether to store form field data in the document, consider whether users will need to search on the value to retrieve the submitted form. Storing Data in a Table If data storage to a table is configured, the field data is stored in a column in a database table. Data storage to an other table is configured by adding a new storage object in the Data Storage Editor. To add a storage object for other table storage: 1) Open the Data Storage Editor by selecting the Data Storage option from the Form menu. Alternatively, the Data Storage Editor can be opened when viewing field properties by clicking View/Edit Form Storage. 2) In the Data Storage Editor, click Add. The Add Storage Object dialog opens. 57

60 3) Enter a Name for the storage object. 4) Select the table to use for data storage. The list includes all tables defined for use with Forms iq. a) For instructions on the Update option, see the Updating Data Stored in a Table topic. b) For instructions on the Dynamic List Storage options, see the Storing Dynamic List Data in a Table topic. 5) Click OK. The Add Storage Object dialog closes and the new storage object is added. The Data Storage Editor now shows the form fields and the fields from the selected table. 6) Configure the storage mapping by drawing a line from a form field to a table column. The form field data will be stored in the table column. Multiple form fields can be mapped for storage to the table. 7) Configure the join condition between the form and the data stored in the other table. This is done by mapping one or more of the table columns to one or more of the following form page attributes: a form field, DocID, or PageID. To draw the mapping line, draw a line from the table column to the form page attribute. Multiple joins can be configured. Establishing a join condition is necessary so that the stored data is associated with the form and can be retrieved for display on the form. 8) Click Apply to save the storage and join mapping. To view or edit the mapping for a storage object: 1) Open the Data Storage Editor. 2) Select the storage object and click Edit Mapping. The mapping displays, showing which form fields are currently configured to store to the specified table. 3) To edit the mapping, add or remove mapping lines between the form fields and the table columns. 4) Click Apply to save the changes to the storage mapping. 5) Click OK to close the storage editor. Example In the example data storage configuration, the name, phone number, and form field values will be stored in the fdd.employees table. The data stored in the table is mapped to the form based on the DocID and PageID of the submitted form. Note the fdd.employees table is used only for illustrative purposes; it is not a standard FDD table. Notes on Data Storage Join Conditions When the form is submitted and the form data is written to the table, the value of the form page attributes (form field, DocID or PageID) are written to the mapped "join columns" in the table. If a table column is mapped to a form field, the form field value is written both to the field's configured storage location and to the "join column." 58

61 You can configure multiple join conditions for data storage. For example, you may want to map a column to Doc ID and also map a column to Page ID. If you choose to join a table column to a form field, use the following guidelines: o The form field should store its data either in the file cabinet or in the document, not in a table. o The mapping needs to be configured so that the relationship between the submitted form and the data in the other table will be unique. So, either the form field should be configured so that its value is unique (e.g., store to a file cabinet field that does not allow duplicate values), or you should configure multiple join conditions for the storage object. If the form design does not enforce unique indexing, at least one join must be to PageID or to a field stored in the document. Storing Dynamic List Data in a Table Dynamic list data can be stored in a database table. Data storage to an other table is configured by adding a new storage object in the Data Storage Editor. To configure other table storage for a dynamic list: 1) Open the Data Storage Editor by selecting the Data Storage option from the Form menu. Alternatively, the Data Storage Editor can be opened when viewing field properties by clicking View/Edit Form Storage. 2) In the Data Storage Editor, click Add. The Add Storage Object dialog opens. 3) Enter a Name for the storage object. 4) Select the table to use for data storage. The list includes all tables defined for use with Forms iq. 5) Check the Dynamic List option and select the dynamic list to store to the table. Note the Update option is not available when storing dynamic list data to a table. For information on the Update option, see the Updating Data Stored in a Table topic. 6) Optionally choose a Sequence Column. If a sequence column is selected, for each dynamic list row that is written to the storage table, an incrementing sequence number will be written to the sequence column. This feature is useful if you want to ensure the list data is retrieved in the same order as when the form was submitted. Note the sequence numbering starts at 0. 7) Click OK. The Add Storage Object dialog closes and the new storage object is added. The Data Storage Editor now shows the dynamic list columns and the fields from the selected table. 8) Configure the storage mapping by drawing a line from a dynamic list column to a table column. All columns in the dynamic list must be mapped to a column in the table. 9) To configure the join condition for the data storage, click View Joins to display the form fields and the other table columns. Configure the join condition between the form and the data stored in the other table. This is done by mapping one or more of the table columns to one or more of the 59

62 following form page attributes: a form field, DocID, or PageID. To draw the mapping line, draw a line from the table column to the form page attribute. Multiple joins can be configured. Establishing a join condition is necessary so that the stored data is associated with the form and can be retrieved for display on the form. 10) Click Apply to save the storage and join mapping. Note on Selective Save If the Selective Save option is selected in the dynamic list properties, only checked rows will be saved when the form is submitted. Updating Data Stored in a Table Form field data storage can be configured so that data in a table is updated. For example, an address change form might autofill with a vendor's address information (based on an entered value such as Vendor ID), then update the table with modified values when the form is submitted. To add a storage object to update table data: 1) Open the Data Storage Editor by selecting the Data Storage option from the Form menu. Alternatively, the Data Storage Editor can be opened when viewing field properties by clicking View/Edit Form Storage. 2) In the Data Storage Editor, click Add. The Add Storage Object dialog opens. 3) Enter a Name for the storage object. 4) Select the table to use for data storage. The list includes all tables defined for use with Forms iq. 5) Select the Update option. Note the Update option is not available when storing dynamic list data to a table. For information on the Dynamic List Storage options, see the Storing Dynamic List Data in a Table topic. 6) Click OK. The Add Storage Object dialog closes and the new storage object is added. The Data Storage Editor now shows the form fields and the fields from the selected table. 7) Configure the storage mapping by drawing a line from a form field to a table column. The form field data will be stored in the table column. Multiple form fields can be mapped for storage to the table. 8) Configure the join condition between the form and the data stored in the other table. This is done by mapping one or more of the table columns to one or more of the form fields. To draw the mapping line, draw a line from the table column to the form field. Multiple joins can be configured. Note the join condition cannot be based on DocID or PageID when configuring a storage object to update table data. 60

63 Establishing a join condition is necessary so that the stored data is associated with the form and can be retrieved for display on the form. 9) Click Apply to save the storage and join mapping. Maintaining the Other Tables List Other tables are database tables, views or synonyms that are not FDD file cabinets or FDD lookup tables. You can use other tables to autofill form field data, provide option list values, verify sign-in field data and store form field data. Viewing the Other Tables List To view the other tables list: 1) Open the Set Other Tables dialog by selecting Create/Maintain Other Tables List from the Tools menu in the Forms iq Designer. 2) Note this option is disabled if you do not have the Edit Forms iq SQL task permission. The currently defined other tables are listed by owner and table name. By default there are no entries in the Other Tables list. If you want to use other tables in your forms, you will need to add the tables to the list. Adding a New Entry to the Other Tables List To add an entry to the other table list: 1) Open the Set Other Tables dialog by selecting Create/Maintain Other Tables List from the Tools menu in the Forms iq Designer. 2) Click in the empty row at the bottom of the list, then enter the owner and table name. The following example shows an entry in the Other Table list. Note the fdd.test_form_stor age table is used only for illustrative purposes; it is not a standard FDD table. 3) Click OK to save changes to the table list and exit. 61

64 Advanced Features Validation Expression Overview Validation expressions can be added to a form design. Validation expressions are checked when a user submits a form. If the validation expression check passes, the form is successfully submitted. If the validation expression check fails, the form is not submitted and an error message is returned to the user. Validation expressions can be based on math expressions, SQL queries, or regular expressions. Multiple validation expressions can be added per form design. The failure message can be customized for each validation expression. For example, an expense report form may require the submitter's total expenses to not exceed the submitter's per diem amount. If both the Expense Total and the Per Diem Amount are fields on the form, the validation "Expense Total must be less than or equal to Per Diem Amount" can be added to the form design. The picture below shows an example of how this validation might be configured: Math Expression Validations A math expression must evaluate to a Boolean value. Field tokens can be included in the math expression. To create a math expression validation: 1) Open the Define Validation Expressions dialog by selecting Validations from the Form menu in the Forms iq Designer. 2) Click Add. The Validation Expression dialog opens. 3) Enter the following properties: a) Name: Enter the name of the validation expression. 62

65 b) Failure Message: Enter the failure message. This message will be returned to the forms user if the validation check fails when the form is submitted. c) To add a field token to the failure message, click the Add Field Token button, then select a form field from the list. When a field is selected, the Add Field Token dialog closes and the field token is added to the text. Note that dynamic list columns with totals are included in the field list. 4) Choose the Math Expression option. 5) Enter the expression in the Math Expression field. a) To add a field token to the expression, click the Add Field Token button, then select a form field from the list. When a field is selected, the Add Field Token dialog closes and the field token is added to the text. Note that dynamic list columns with totals are included in the field list. b) To add an operator to the expression, select the operator from the Operator list and click Add. c) To add a function to the expression, select the function from the Function list and click Add. 6) Optionally select the Blank values equate to zero option. If this option is selected, and if any of the fields included in the expression contain a blank value, the blank value will equate to zero. If this option is not selected, and if any of the fields included in the expression contain a blank value, the validation check will not be performed when the form is submitted. Note that if you want to require the forms user to enter a value in a form field, it is recommended that you make the field mandatory. 7) Click OK to save the validation expression. You are returned to the Define Validation Expressions dialog. 8) Click OK to close the Define Validation Expressions dialog. 63

66 Example math expression validation. Modifying a Validation Expression To modify a validation expression: 1) Open the Define Validation Expressions dialog by selecting Validations from the Form menu in the Forms iq Designer. 2) Select the expression and click Edit. The Validation Expression dialog opens. 3) Modify any property and click OK to save your changes. You are returned to the Define Validation Expressions dialog. 4) Click OK to close the Define Validation Expressions dialog. Deleting a Validation Expression To delete a validation expression: 1) Open the Define Validation Expressions dialog by selecting Validations from the Form menu in the Forms iq Designer. 2) Select the expression and click Remove. The expression is deleted. 3) Click OK to close the Define Validation Expressions dialog. Expression Syntax Operator/Function Comparison/Calculation Example == Equal to {field1}=={field2} < Less than {field1}<{field2} > Greater than {field1}>{field2} + Adds two numbers. {field1}+{field2} 64

67 - Subtracts one number from another. {field1}-{field2} * Multiplies two numbers. {field1}*{field2} / Divides one number by another. {field1}/{field2} ^ Raises a number to the power of an exponent. {field1}^{field2}! Boolean NOT {field1}!=={field2} % Modulus. Returns the remainder after one number is divided by another number. {field1}%{field2} <= Less than or equal to {field1}<={field2} >= Greater than or equal to {field1}>={field2}!= Not equal to {field1}!={field2} && Boolean AND ({field1}>={field2})&& ({field1}<={field3}) Boolean OR ({field1}>={field2}) ({field1}<={field3}) sum() Adds all numbers in a set. sum({field1},{field2}) abs() rand() mod() sqrt() datediff() Returns the absolute value of a number (the number without a sign). Returns a random number between 0 and 1. To return an integer, multiply by a number. Modulus. Returns the remainder after one number is divided by another number. Returns the square root of a number. Calculates the difference, in days or months, between two date fields. abs({field1}) rand()*{field1} mod({field1}, {field2}) sqrt({field1}) datediff(field1, field2, "days") datediff(field1, field2, "months") date() Converts a date field to an integer value for use in a comparison between two or more date fields. For example, if the "startdate" field value must be less than the "enddate" field value, use the following expression: date({startdate})<date({end Date}) If a date literal is to be used, it date({field1})<date({f ield2}) 65

68 must be enclosed with double quotes: date({startdate})<date("01/ 01/2005") If the result of a calculation is out of range it is converted to largest possible integer (either or , depending on the sign of the result). SQL Query Expression Validations A SQL query expression validates against the result set returned from a SQL query. Field tokens can be included in the SQL query. Validation can be done against the number of rows returned or against values returned in the result set. The values to check against can also contain field tokens. To create a SQL query expression validation: 1) Open the Define Validation Expressions dialog by selecting Validations from the Form menu in the Forms iq Designer. 2) Click Add. The Validation Expression dialog opens. 3) Enter the following properties: a) Name: Enter the name of the validation expression. b) Failure Message: Enter the failure message. This message will be returned to the forms user if the validation check fails when the form is submitted. c) To add a field token to the failure message, click the Add Field Token button, then select a form field from the list. When a field is selected, the Add Field Token dialog closes and the field token is added to the text. 4) Choose the SQL Expression option. Note this option is disabled if you do not have the Edit Forms iq SQL task permission. 5) Enter the SQL query in the SQL Expression field. a) To add a field token to the SQL query, click the Add Field Token button, then select a form field from the list. When a field is selected, the Add Field Token dialog closes and the field token is added to the text. Note that dynamic list columns with totals are included in the field list. b) When adding field tokens for non-numeric fields to the SQL query, enclose the field tokens in single quotes. c) The SQL query should not end with a semicolon. Ending the statement with a semicolon will result in an error when the form is opened. 6) Select the constraints to apply to the SQL query results; options are Number of Rows or By Value. a) If you select Number of Rows, specify the number of rows that need to be returned in the result set in order for the validation to pass: i) Next to Rows Returned, select an operator from the drop-down list and enter a number in the text field. For example, if one or more rows need to be returned in the SQL query result set, enter Rows Returned >= 1. 66

69 b) If you select By Value, specify the condition to be run against the result set: i) Enter the Column Name in the text field. ii) Choose an Operator from the drop-down list. iii) Enter the Expected Value in the text field. Field tokens can be added to the expected value. Note that if your SQL query validation uses the By Value option, the SQL query should be written so that it returns only one row. If the query returns more than one row, the By Value condition will be run against the first row returned. 7) Click OK to save the validation expression. You are returned to the Define Validation Expressions dialog. 8) Click OK to close the Define Validation Expressions dialog. Example SQL query expression validation Modifying a Validation Expression To modify a validation expression: 1) Open the Define Validation Expressions dialog by selecting Validations from the Form menu in the Forms iq Designer. 2) Select the expression and click Edit. The Validation Expression dialog opens. 3) Modify any property and click OK to save your changes. You are returned to the Define Validation Expressions dialog. 67

70 4) Click OK to close the Define Validation Expressions dialog. Deleting a Validation Expression To delete a validation expression: 1) Open the Define Validation Expressions dialog by selecting Validations from the Form menu in the Forms iq Designer. 2) Select the expression and click Remove. The expression is deleted. 3) Click OK to close the Define Validation Expressions dialog. Operator List Operator Comparison < Less than > Greater than == Equal to <= Less than or equal to >= Greater than or equal to!= Not equal to Regular Expression Validations Regular expressions provide a way to define a string pattern. Since field values frequently follow a pattern or format, a regular expression can be created to test input data for proper format. To create a regular expression validation: 1) Open the Define Validation Expressions dialog by selecting Validations from the Form menu in the Forms iq Designer. 2) Click Add. The Validation Expression dialog opens. 3) Enter the following properties: a) Name: Enter the name of the validation expression. b) Failure Message: Enter the failure message. This message will be returned to the forms user if the validation check fails when the form is submitted. c) To add a field token to the failure message, click the Add Field Token button, then select a form field from the list. When a field is selected, the Add Field Token dialog closes and the field token is added to the text. 4) Choose the Regular Expression option. 5) Enter the regular expression pattern in the Regular Expression field. a) To add a field token to the expression, click the Add Field Token button, then select a form field from the list. When a field is selected, the Add Field Token dialog closes and the field token is added to the text. 6) Select the constraints to apply to the expression; options are Match or Contains. 68

71 If you select Match, select a form field from the fields list. With this type of constraint, the value in the selected field must match the regular expression pattern. 7) Click OK to save the validation expression. You are returned to the Define Validation Expressions dialog. 8) Click OK to close the Define Validation Expressions dialog. Example regular expression validation Modifying a Validation Expression To modify a validation expression: 1) Open the Define Validation Expressions dialog by selecting Validations from the Form menu in the Forms iq Designer. 2) Select the expression and click Edit. The Validation Expression dialog opens. 3) Modify any property and click OK to save your changes. You are returned to the Define Validation Expressions dialog. 4) Click OK to close the Define Validation Expressions dialog. Deleting a Validation Expression To delete a validation expression: 1) Open the Define Validation Expressions dialog by selecting Validations from the Form menu in the Forms iq Designer. 69

72 2) Select the expression and click Remove. The expression is deleted. 3) Click OK to close the Define Validation Expressions dialog. Field Set Permissions By default, all users who have access to a new form or a submitted form page have full access to all of the form fields. If needed, permissions can be restricted by creating a field set. When you create a field set, the default configuration denies access to all fields in the set for all users and groups. Individual users or groups can then be granted full or read-only access to the fields in the set. To create a field set: 1) Open the Define Field Set Permissions dialog by selecting Permissions>Field Set from the Form menu in the Forms iq Designer. 2) Click Add. The Field Set Permissions dialog opens. 3) Enter a name for the field set in the Field Set Name field. 4) In the Fields section, click Add Field and choose a form field from the list. The field is added to the Fields list as part of the field set. Repeat to add more fields to the set. 5) In the Groups/Users section, click Add Group. The Users/Group list opens. 6) Select a user or group (multiple users and groups can be selected at one time) and click OK. The user or group is granted access to the field set. 7) Optionally change the access level for assigned users and groups. By default, all users and groups assigned to the field set are granted full access to the fields. To change the access level to read-only, select a user or group and select the Read-Only radio button. 8) Optionally enter text to be used to conceal values from users who do not have access to the field set. Enter this text in the Concealing Text field. 9) Choose whether or not to conceal null values by checking or unchecking the Conceal Null Values option. 10) Click OK to save the field set properties. You are returned to the Field Set Permissions dialog. 11) Click OK to close the Field Set Permissions dialog. For public forms, if you want the user who initially fills out and submits the form to have access to the fields in a field set, assign the formsiq user to the field set. The formsiq user is used as the login for public forms submission. Go Live Permission By default, all users who have access to a submitted form page can click the Go Live button and update the page. If needed, the Go Live permission can be restricted per user or group per form. 70

73 To configure Go Live permissions: 1) Open the Go Live Permissions dialog by selecting Permissions>Go Live from the Form menu in the Forms iq Designer. 2) Choose the default Go Live permission; your Default Access choices are Allowed or Denied. The default setting is Allowed. 3) Set the exceptions to the default permission by choosing users and groups from the Users/Groups list. a) If you set the Default Access to Denied, choose which users and groups to add to the Allowed Groups list. These users and groups will be allowed to Go Live when viewing the form. b) If you set the Default Access to Allowed, choose which users and groups to add to the Denied Groups list. These users and groups will not be allowed to Go Live when viewing the form. c) To do this: i) Click Add Group. The Users/Group list opens. ii) Select a user or group (multiple users and groups can be selected at one time) and click OK. The user or group is added to the group set (either Allowed Groups or Denied Groups, depending on your Default Access setting). 4) Click OK to save the permissions settings and to close the Go Live Permissions dialog. Show History Permission By default, all users who have access to a submitted form page can click the Show History link and view the history of changes to the page. If needed, the show history permission can be restricted per user or group per form. To configure show history permissions: 1) Open the History Permissions dialog by selecting Permissions>History from the Form menu in the Forms iq Designer. 2) Choose the default show history permission; your Default Access choices are Allowed or Denied. The default setting is Allowed. 3) Set the exceptions to the default permission by choosing users and groups from the Users/Groups list. a) If you set the Default Access to Denied, choose which users and groups to add to the Allowed Groups list. These users and groups will be allowed to view history when viewing the form. b) If you set the Default Access to Allowed, choose which users and groups to add to the Denied Groups list. These users and groups will not be allowed to view history when viewing the form. c) To do this: i) Click Add Group. The Users/Group list opens. 71

74 ii) Select a user or group (multiple users and groups can be selected at one time) and click OK. The user or group is added to the group set (either Allowed Groups or Denied Groups, depending on your Default Access setting). 4) Click OK to save the permissions settings and to close the Show History Permissions dialog. Calculation Properties Calculation is supported for numeric single value fields and numeric dynamic list columns. The calculation can include other fields on the form, as well as dynamic list column totals. To set calculation properties for a form field: 1) In the field properties dialog, click the Set Calculation Properties button to open the Set Calculation Properties dialog. 2) Enter the calculation expression in the Expression field. 3) To add a form field token to the expression: a) Click the Add Field Token button. The Add Field Token dialog opens. b) Choose a Sign-In Field or Main Form Field from one of the drop-down lists and click Add. The Add Field Token dialog closes and the field token is added to the expression. i) Note that dynamic list column totals are included in the Main Form Field list. ii) Note that when configuring calculation for a dynamic list column, the calculation can include field tokens for other columns in the same dynamic list. These columns are listed in the This List Column list on the Add Field Token dialog. The field token will be shown as LIST:COLUMN in the expression. c) To add an operator to the expression, select the operator from the Operator list and click Add. d) To add a function to the expression, select the function from the Function list and click Add. e) Optionally, select the Blank values equate to zero option. If this option is selected, and if any of the fields included in the expression contain a blank value, the blank value will equate to zero. If this option is not selected, and if any of the fields included in the expression contain a blank value, the calculation will not be 72

75 performed. 4) Click OK to save the calculation properties. Expression Syntax Operator/Function Calculation Example + Adds two numbers. {field1}+{field2} - Subtracts one number from another. {field1}-{field2} * Multiplies two numbers. {field1}*{field2} / Divides one number by another. ^ Raises a number to the power of an exponent. {field1}/{field2} {field1}^{field2} sum() Adds all numbers in a set. sum({field1},{field2}) abs() rand() mod() sqrt() Returns the absolute value of a number (the number without a sign). Returns a random number between 0 and 1. To return an integer, multiply by a number. Returns the remainder after one number is divided by another number. Returns the square root of a number. abs({field1}) rand()*{field1} mod({field1}, {field2}) sqrt({field1}) datediff() Calculates the difference, in datediff(field1, field2, 73

76 days or months, between two date fields. "days") datediff(field1, field2, "months") Cascading Lookups Select fields and lookup fields can be configured to show cascading lookups. A cascading lookup shows a value list that is filtered based on the value entered in a related field. For example, a form might be configured so that the value entered in a Vendor Name field is used to filter the value list for a Vendor Location field. This implementation requires that a SQL query is defined as the option list data source; form field tokens are added to the query to filter the value list. To configure a cascading lookup: 1) Add a select field or lookup field to the form. 2) Open the field properties, then open the option list properties. 3) In the Data Source section of the Option List Properties dialog, select the Advanced option. 4) Enter the SQL query to use as the data source; the results of the query will be shown as the value list. Include a field token for the form field(s) to be used to filter the list. Example The following example shows a SQL query defined as the data source for an option list. The query will return vendor_location values; the results will be filtered based on the value of the vendor_name field. Note the fdd.vendor_lookup table is used only for illustrative purposes; it is not a standard FDD table. 74

77 Hiding/Showing a Table Using the Action Setting Forms iq has the ability to hide or show a section of a form based on the actions of a user. There are two methods for hiding and showing components of a form: 1) Forms iq Action Setting 2) Using a custom JavaScript. In the Action Setting method, the hide or show action can be triggered by using either a checkbox control or a text box control; based on the setting in the control, the hide/show action is invoked by interaction with the form user. The following process explains how to use the built-in Action Setting to show a table that is hidden when the form is loaded. Note that Forms iq requires that the table have a unique ID (name) to use the Action Setting. IDs can be assigned in the table s Properties dialog box. To Use a Checkbox Control to Display and/or Hide a Form Section 1) Launch Forms iq and either create a new form or open an existing form 2) Add a new checkbox control into the form 75

78 a) Type a label for your checkbox 3) Add a new table into the form following the checkbox 4) Change the properties of the table a) Right-click on the table and choose Properties b) Give the table an ID (a name which will be used later) c) Set the Display property to none if the table should be hidden when the form loads or leave the property blank if the table should be displayed 5) Change the properties of the checkbox a) Right-click on the checkbox and choose Properties b) Click the Action Settings button at the bottom left of the dialog box c) Click the Add button i) In the Value field select the condition that will change the table s view ii) Select which action will take place when the previous condition occurs iii) Type in the name of the table to be shown or hidden NOTE: table names are case-sensitive and the action will not take place if the table name does not match the table ID property exactly d) Choose OK 6) Click the Add button again to choose the opposite condition if you want the checkbox to toggle the view on and off when checked To Use a Textbox Control to Display and/or Hide a Form Section 1) Launch Forms iq and either create a new form or open an existing form 2) Add a new textbox control into the form 3) Type a label for your textbox 4) Add a new table into the form following the checkbox 5) Change the properties of the table a) Right-click on the table and choose Properties b) Give the table an ID (a name which will be used later) c) Set the Display property to none if the table should be hidden when the form loads or leave the property blank if the table should be displayed 6) Change the properties of the textbox 7) Right-click on the textbox and choose Properties 8) Click the Action Settings button at the bottom left of the dialog box 76