Adding/Editing Forms

There must be at least one form defined for a business object. When a new business object is being defined the Configuration Tool creates the default form automatically. You can add new forms and/or edit the default one.

To add a new form switch to the “Forms” tab and click on the icon at the top of the Forms table. There are two types of forms you can create – Aware IM-managed forms and custom HTML forms. Aware IM-managed forms are fully managed by Aware IM – you can customize the appearance of such forms using the Form Designer. Raw HTML forms are created outside of Aware IM using any 3^rd party HTML editors, They are then imported into Aware IM and input fields of these forms are mapped to the attributes of the business object where the form belongs. For more details about custom HTML forms watch the custom HTML forms video. All further discussion in this and subsequent sections will apply to AwareIM-managed forms.

Enter the name of the new form and the form entry will be displayed in the table. You can now define properties of the new form in the Selection Properties window – see form properties.

To edit/view an existing form select the form in the Forms table and the properties of the selected form will be displayed in the Selection Properties window. You can edit these properties – see form properties. You can also expand the form entry and edit the form sections of the form – see Adding/Editing Form Sections.

To delete an existing form select the form in the Forms table and press the icon at the top of the Forms table.

To see how the form will look like in the browser use “form preview”. The preview of the selected form in the embedded browser is displayed underneath the forms table. All changes to the form will be automatically shown in the embedded preview. To turn the embedded preview on/off click on the icon at the top of the forms table. To set preview settings (such as the “theme” and font size) click on the icon. To see how the preview will look in the standalone browser click on the icon.

Clicking the icon allows the user to apply a particular presentation style to the form. For more details about styles see form and grid styles section.