Accessing Gen 5 Controls

Field controls can be accessed in two different ways within Forms Designer. They are then dragged-and-dropped onto the design canvas.

1. From the Administrator Tools tab from the SmartSolve Portal Page, click Designer > Forms Designer.
2. From the top menu, select Form > Open to open an existing form or select Form > New to open a new form.
3. Use one of the two options below to view the controls:
   Option 1 - Drag a field from the Data Model section on the left side of the Forms Designer onto the forms designer canvas. A selection of controls displays when the field is dropped. Select the control for the data field.
   

See Data Models - Entities for more information on Data Models.

Option 2 - Expand the Controls section on the left side of the Forms Designer.

4. The following controls are available:
   

Control	Description
Text Box	Allows the end user to enter any alpha and/or numeric character into the field.
Text Area	Allows the end user to enter free text into a multi line text area such as a Comment, Sign-off, or Description.
Text View	Allows the designer to set the text in a view only format on the form. For example, the forms designer could use the Text View control to add the form number.
Static Text	Allows Designer to add read only static text in a row on the form.
Date Field	Allows the end user to enter dates in the fields using existing date field formatting in SmartSolve.
Numeric Field	Allows the end user to enter a numeric field, such as Lot Quantity.
Image	Allows the end user to insert an image on the form using a URL.
Drop Down List	Allows the end user to select predefined data from a drop-down field on the form.
List View	Allows the end user to select a multiple list of values.
CheckBox	Allows the end user to check a check box to select an option on the form.
Radio Button List	Allows the user to see a list of values and then select a radio button to select the value.
Button	Allows the designer to add buttons such as Save, Cancel, Link, etc.
Zoom	Allows the end user to zoom to an entity or external data source from the field.
Translation	Allows the end user to add a translation to a field.
Hyperlink	Allows the end user to launch to external websites, network locations, or internal pages from within SmartSolve. For example, it allows the user to access SmartDoc™ controlled docs or an advanced search listing of records and/or reports.
HTML Block	Allows the designer to change font and graphics of the text displayed. Adds the call out function for the button when clicked by the end user.
Menu Control	Allows the designer to display menu options for the user, such as Other Tasks, Other Actions, Print, and Go To Details. For information about adding the Add Attachment button to the Detail menu, see Configuring the Add Attachment button.