Form Properties

Show Locking Information for a Locked Form

Adding a Page Border

Main Section

The Main section of Form Properties contains the title of the form, form instance name and more.

Name
Name	Displays the form file name.	Setting the Form Instance Name
Version	Displays the version number of the form that you are working in. If the whole digit is zero, you are working in an unpublished form.	Working with Versions
Title	Shows in the title bar of the browser when a form user is accessing the form.
Size
	Choose from several standard screen and print sizes for forms or enter custom dimensions.	Changing a Form Size
Width, Height and Unit	Enter custom dimensions in units as selected in the Units drop-down.	Changing a Form Size
DPI	It is recommended that you do not edit this property. 72 DPI is the default resolution for screen forms.	Changing a Form Size
Instance Name
Text or Number	Enter a static text or numeric value as the instance name. If the names of new form instances do not need to be dynamic (based on form input or other options) then the value should be placed here. Note: Once the form is in use, the various instances of the form can be seen on user Dashboards. For the purpose of differentiating between form instances, it is often helpful to set the form up to generate a form instance name using data from that instance. This ensures that users are not presented with a list of instances which cannot be easily identified.	Setting the Form Instance Name
Value of a Field	Name new form instances by taking the value of a single field or a combination of fields. Click Select and choose the field in the dialog. This option is the most commonly used choice.	Setting the Form Instance Name
Special	Use special values including form meta data to generate the form instance name. A complete list of special values and their purposes is coming soon.	Setting the Form Instance Name Special Fields and Properties
Formula	Click Compose to provide a condition or formula as the value and to use that as the instance name. Formulas can use field values, dates, button states or other special values.	Setting the Form Instance Name

Style Section

The Style section contains properties that control the font appearance of the button label and more.

Screen
Center: Vertically	Turns off or on the automatic vertical centering of the form in the browser window.
Center: Horizontally	Turns off or on the automatic horizontal centering of the form in the browser window.
Color	Enter a Hex color code or click on the color box to select a color for the form background area (around the margins of the form in the browser window).
Drop-shadow	Turns off or on the drop-shadow effect at the edges of the form.
Frame
Show a Frame	Turns off or on the default frame that adds additional white space to the form margins.
Width	This option lets you set the width of the frame. The option is only available if the Show a Frame check box has been selected.
Color	This option lets you enter a Hex color code or click on the color box to select the color for the frame. The option is only available if the Show a Frame check box has been selected.
Round Corners	This option lets you turn off or on the rounded corner effect that is the default setting for form frames. The option is only available if the Show a Frame check box has been selected.
Grid
Width	Enter the width in pixels of the layout grid which can be turned on from the View menu.
Height	Enter the width in pixels of the layout grid which can be turned on from the View menu.
Page Turning
Effect	Select the page turning effect that will be seen by the form user when moving from one form page to the next. Options include: None (no page turning effect) or Book (a turning effect similar to turning the pages of a book).
Auto-scroll to Top of Page	This option turns off or on automatic scrolling to the top of the form page when a form user is accessing a form that is longer than the browser window.

Theme Section

The Theme section contains properties that control the default styles of object types. (All objects as you drag and drop them on the canvas have default styling which you can override at the individual object level in its Style section of the Properties bar. This is where you control those preferences.)

Page

Color

Enter a Hex color code or click on the color box to select a background color for new pages.

Setting a Page Background

Picture

Select a picture asset from the list to show as the background image on the form pages. In order for a picture file to show in the list, you must have already uploaded it in the Assets section of the Browser bar.

Setting a Page Background

Texts

Text

Select the font color, font, font size and font style for text objects. Additional style properties are available on the individual text objects once they have been added to the layout.

Small Text

Select the font color, font, font size and font style for small text objects. Additional style properties are available on the individual text objects once they have been added to the layout.

Large Heading

Select the font color, font, font size and font style for large heading objects. Additional style properties are available on the individual text objects once they have been added to the layout.

Medium Heading

Select the font color, font, font size and font style for medium heading objects. Additional style properties are available on the individual text objects once they have been added to the layout.

Small Heading

Select the font color, font, font size and font style for small heading objects. Additional style properties are available on the individual text objects once they have been added to the layout.

Link

Select the font color, font, font size and font style for link objects. Additional style properties are available on the individual text objects once they have been added to the layout.

Inputs

Text

Select the font color, font, font size and font style for text inputs. This affects the following objects: text input, multiline text input, numeric input, drop-down, date input, time input, date calendar, list, mask text input and password input.

Multiline Text Input Properties Reference

Numeric Input Properties Reference

Date Input Properties Reference

Time Input Properties Reference

Date Calendar Properties Reference

Mask Text Input Properties Reference

Password Input Properties Reference

Border

Select the border type, border color and line weight for borders around text inputs. This affects the following objects: text input, multiline text input, numeric input, drop-down, date input, time input, date calendar, list, mask text input and password input.

Multiline Text Input Properties Reference

Numeric Input Properties Reference

Date Input Properties Reference

Time Input Properties Reference

Date Calendar Properties Reference

Mask Text Input Properties Reference

Password Input Properties Reference

Background

Select the background color for the input. This affects the following objects: text input, multiline text input, numeric input, drop-down, date input, time input, date calendar, list, mask text input and password input.

Multiline Text Input Properties Reference

Numeric Input Properties Reference

Date Input Properties Reference

Time Input Properties Reference

Date Calendar Properties Reference

Mask Text Input Properties Reference

Password Input Properties Reference

Buttons

Style

Controls the appearance of the buttons. Button types include: Push button, Rectangular Mouse Over Button, Rounded Mouse Over Button

Text

Select the font color, font, font size and font style for the text on buttons.

Text (Over)

Enter a Hex color code or click on the color box to select the color of the button text when the form user mouses over the button.

Text (Down)

Enter a Hex color code or click on the color box to select the color of the button text when the form user clicks on the button.

Background

This option lets you set the default background color(s) for the buttons.

There are two color pickers available for this, enabling you to add duo-tone color gradation. The first controls the color for the top half of the button and the second controls the color for the bottom half of the button. For either color picker, you may enter a Hex color code or click on the color box to select the desired color.

Backgr.(Over)

This option lets you set the color(s) that will display for button backgrounds when a form user mouses over the buttons.

There are two color pickers available for this, enabling you to add duo-tone color gradation The first controls the color for the top half of the button and the second controls the color for the bottom half of the button. For either color picker, you may enter a Hex color code or click on the color box to select the desired color.

(Additional formatting options are available on the individual button's properties.)

Backgr. (Down)

This option lets you set the color(s) that will display for button backgrounds when a form user clicks the buttons.

(Additional formatting options are available on the individual button's properties.)

Corner Radius

Select a numeric value to represent the curvature of the button corners. The higher the number, the more curved the edges of the button will be.

Check Boxes

Text

Select the font color, font, font size and font style for the label text on check boxes.

Note: This setting is also applied to any radio button objects on the form.

Text (Over)

Enter a Hex color code or click on the color box to select the color that will display for label text on check boxes when a form user mouses over the check box object.

Note: This setting is also applied to any radio button objects on the form.

Border

Enter a Hex color code or click on the color box to select the color of the border of the check box.

Note: This setting is also applied to any radio button objects on the form. For radio buttons it controls the color of the radio button circle.

Background

This option lets you set the default background color(s) for the check boxes.

There are two color pickers available for this, enabling you to add duo-tone color gradation. The first controls the color for the top half of the check box and the second controls the color for the bottom half of the check box. For either color picker, you may enter a Hex color code or click on the color box to select the desired color.

Note: This setting is also applied to any radio button objects on the form. For radio buttons it controls the color(s) of the radio button circle.

Groups

Header Text

Select the font color, font, font size and font style for the header text on group objects. Additional style properties are available on the individual objects once they have been added to the layout.

Header Background

Enter a Hex color code or click on the color box to select the the background color for the header area of group objects.

Border

Select the border color, border type, line weight and rounded corner radius (the last drop-down) for borders around group objects.

Background

Enter a Hex color code or click on the color box to select the background color for group objects.

Aligning, Spacing and Layering Objects

Transparent

If you have a group of objects that overlap each other, select the front-positioned group object and turn on the Transparent check box so the covered object can show through.

Picture

Select a picture asset from the list to show as the background image in group objects. In order for a picture file to show in the list, you must have already uploaded it in the Assets section of the Browser bar.

Tables

Header Text

Select the font color, font, font size and font style for the header text on table objects. Additional style properties are available on the individual table objects once they have been added to the layout.

Header Background

This option lets you set the background color(s) for the header area of table objects.

There are two color pickers available for this, enabling you to add duo-tone color gradation. The first controls the color for the top half of the column header and the second controls the color for the bottom half of the column header. For either color picker, you may enter a Hex color code or click on the color box to select the desired color.

Rows

This option lets you set the color(s) for the alternating rows in the table.

There are two color pickers available for this. The first controls the color for first row in the table and every other row from there. The second color picker controls the color for the second row in the table and every other row from there. For either color picker, you may enter a Hex color code or click on the color box to select the desired color.

Border

Select the border color, border type, line weight and rounded corner radius (the last drop-down) for borders around table objects.

Background

Enter a Hex color code or click on the color box to select the background color for table objects.

Misc

Separator Color

Enter a Hex color code or click on the color box to select the default color for separators.

Vertical Separator Properties Reference

Horizontal Separator Properties Reference

Separator Size

Select a default weight for separators.

Vertical Separator Properties Reference

Horizontal Separator Properties Reference

Advanced Section

The Advanced section contains properties that control viewing and locking of the form and more.

Viewing

State and Edit State Dialog

Select the state of the form. Choose from Normal, Read-only or Disabled.

Click the Overview ellipsis button to load the Edit State stage/role matrix. This allows you to control the state the form is loaded in depending on the workflow stage and/or form user's role.

With field state management, you can assign various levels of user access to the form. You can prevent individual roles from changing, or even viewing, specific data or areas on the form. See Limiting User Access to Form Fields for more information on how to control access to fields.

Limiting User Access to Form Fields

Explanation of State Priority

Start Page and Edit Start Page Dialog

Select the page that the form should display first.

Click the Overview ellipsis button to load the Edit Start Page stage/role matrix. This allows you to dynamically control which page a form user starts on depending on the workflow stage and/or form user's role.

Locking

Time Out

Allows you to enter a time out interval for the form. This property sets the time that a form instance will remain open before a warning message is shown. The time out interval will be reset every time the form user saves the form. Additionally, by clicking Yes on the Time Out dialog that is presented, the user can reset the time out interval.

It is a fixed time irrespective of any activity on the form. A form user could be typing in the form and the message will still pop up at the end of the specified time period.

Once the warning message is shown, the form user still has three minutes in which to click OK to keep the instance open for another time period of the same length. If the form user clicks Close on the warning screen or if the three minute period elapses then the form instance closes without data being submitted.

The default time out is 30 minutes but this property should be set longer than the time expected to complete an instance. The maximum value is 9999 minutes (or about 6 days).

Display Name of Locking User

Turns off or on the property that allows the form user to view the name of the user currently working in the form.

Show Locking Information for a Locked Form

Localization

RTL (Right to Left)

Allows you to design forms or reports in Hebrew, Arabic or other right-to-left scripts by orienting the text of an object to read from the right side to the left. Once this property is turned on:

•	The property bars for the following objects will show a new RTL check box option: Small Text, Medium Text, Large Text, Small Heading, Medium Heading and Large Heading.

•	Newly created text objects are right-oriented by default. Any objects that were already on the form will not change to right-to-left orientation automatically. You must open their properties and manually click the RTL property for those existing objects.

Behaviors Section

The Behavior section lists possible events on the form that can prompt a behavior to run.

Form is Opened

This event occurs when a form instance is opened. If you want this event to trigger one or more behavior commands, click on it and the Behaviors view will be loaded.

Form Submits Data

This event occurs when a form successfully runs a Submit Data behavior command or a form user clicks the Submit button. If you want this event to trigger one or more behavior commands, click on it and the Behaviors view will be loaded.

Form is Closed

This event occurs when a form user exits the form. If you want this event to trigger one or more behavior commands, click on it and the Behaviors view will be loaded.

Form Receives External Call

This event occurs if the form is running a Get External Callback Parameter function. The External Callback feature can be used to pass data from the website to an embedded form from that website.