[Form Selection]

Click the Select button to display the Select a Form dialog. Here you can choose from any of your private or shared forms to determine which form will be launched when the behavior is activated.

Once the form is selected, the form name will display in the read-only field to the left of the Select button on the Properties bar.

Form Instance

New Instance

Select this radio button to create a new form instance when the Show Form command is run. It should be noted that this does not create a relationship between the two form instances.

Linking Forms and Using Parent-Child Relationships

Creating and Managing Child Instances

Existing Instance

Select this radio button to display an existing instance of the form when the Show Form command is run. The existing instance ID is stored in the field specified in the 'Field to Hold the Form Instance ID' property.

Linking Forms and Using Parent-Child Relationships

Creating and Managing Child Instances

Finding and Viewing Related Forms Instances

New Child Instance

Select this radio button to launch a new child form instance when the Show Form command is run. The child instance ID is stored in the field specified in the 'Field to Hold the Form Instance ID' property.

Linking Forms and Using Parent-Child Relationships

Creating and Managing Child Instances

Single Child Instance

Select this radio button to launch a new child instance when the Show Form command is run.

Note: You should ensure that the 'Field to Hold the Form Instance ID' property is empty if you choose to use this 'Single Child Instance' option. If it is not empty, it will launch the child instance ID that is stored within that field instead.

Linking Forms and Using Parent-Child Relationships

Creating and Managing Child Instances

Existing Child Instance

Select this radio button to display a list of child forms when the Show Form command is run.

Linking Forms and Using Parent-Child Relationships

Finding and Viewing Related Forms Instances

Parent Instance

Select this radio button to open the parent instance for the current form instance ID when the Show Form command is run.

Linking Forms and Using Parent-Child Relationships

Finding and Viewing Related Forms Instances

Field to Hold the Form Instance ID

Click Select to choose the field that will hold the form instance ID.

To select the desired field, click the Select button, then navigate to the object you want to choose. Once a selection has been made, the value will be shown in the read-only text box to the left of the Select button.

This property is required if you selected any of the Existing Instance, Child Instance or Single Child Instance options.

Note: Each time a new child form instance is generated, it will overwrite the ID previously stored in this property. In most cases, it makes more sense to use the Show Form button object as this will store the child instance ID as a property of that button.

Linking Forms and Using Parent-Child Relationships

Finding and Viewing Related Forms Instances

Custom Parameters

Name

Click in the cell to enter a name for the parameter.

Connect Commands and Integration

Creating PerfectForms™ Connections

Defining Connection Actions

Source

Click a cell in this column to select the source of the parameter to be passed. Options include a form field, object or a formula (if the Formula check box is selected).

Note: Data passed cannot exceed 250 characters.

Connect Commands and Integration

Creating PerfectForms™ Connections

Defining Connection Actions

Formula

Select this check box to enable formula editing for the selected parameter. Once selected, you can click in the Source column to launch the Formula and Conditions Editor.

Using the Formula and Condition Editor

Add button

Click the Add button to add a custom parameter to the list.

Setting Up Custom Parameters

Remove button

Click the Remove button to remove a custom parameter from the list.

Misc

New Window

Select this check box to launch the form in a new pop-up window when the Show Form command runs.

Show Error Messages

Select this check box to have PerfectForms™ show all errors. If you clear this check box, then you will need to manage your own error handling.

You can inspect the error code after the command has run. Check for problems with the connection using a Branch command and inspecting the Special Value Last Command Was Successful and last command's error code.

Connection Error Handling

Summary

Auto-Summary

Auto-summary refers to the text that will be shown on the command in the Behaviors canvas. By default, this check box is selected.

For commands that use a condition or calculation, Auto-Summary will display the formula selected in the Condition Properties. If no condition exists, nothing will be displayed.

If you wish to have other summary text display, clear the Auto-summary check box and type the custom text in the list box below. Your text will be retained if you later decide to enable Auto-summary.

[Summary text]

This is where manual summary text can be entered when the Auto-summary option is not turned on.