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Creating forms

When planning a form, sketch the layout before you begin creating fields so that you have an idea of the best field location and order. When deciding where to place fields that have menus, text editors, or diary editors associated with them, allow space for the icons that will appear next to the fields. Consider using panels or trim (lines, boxes, or text) to group and label related fields. You can also add color to buttons and text labels. For information about form layout, see Arranging-fields-in-a-form-view and Opening-an-object-for-editing.

Form names must be unique on each . Names can contain up to 80 characters (including spaces), but avoid beginning a name with a number. Avoid using a plus sign ➕️ sign in the form name to ensure that a URL that contains the form name is not interrupted. Names can include double-byte characters.

Related topics

Types-of-forms

Join-forms

Creating-vendor-forms

View-forms

When you create forms, users who are logged in to  using a browser will not be able see the new form until you save the form and they log on to their client again.

Important

For Apache Tomcat version 8.x and later, status error 400 occurs if form name includes special characters such as square bracket ([]), caret (^), or curly bracket ({). For more information, see Apache Tomcat documentation Apache Tomcat 9 Configuration Reference .

To create forms

  1. In AR System Navigator, expand serverName> All Objects.
  2. Right-click Forms, and select NewformType.
     Depending on the type of form you selected, the following action occurs:
    • For regular forms, an Untitled Regular Form appears with the Core fields.
    • For join forms, the New Join Form Wizard opens.
    • For display-only forms, a blank form opens.
    • For view and vendor forms, other dialog boxes open.
  3. Select File > Save.

  4. In the Save Form As dialog box, enter the name of the new form.

    Avoid characters in a form name that result in an invalid URL when the form is accessed through the mid tier.  warns you if you use one of the invalid characters configured in the Form preferences page. By default, the Invalid Characters for Form Name preference is set to /&#%'".?.

  5. Click OK.

 

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