Modifying forms

You can modify, copy, rename, and delete forms.

To modify forms

  1. In AR System Navigator, expand serverName > All Objects.
  2. Double-click Forms.
  3. In the Forms list, double-click the form name.
    The default form view of the selected form opens. For information about default form views, see Setting-form-view-properties.
  4. Click the tab of the form view that you want to modify.
  5. Make the necessary changes to the form view.
    For information about the types of modifications you can make to a form view, see Modifying-form-views.
  6. To change the form properties, select the Definitions tab and expand the panels to make the changes.
    For more information, see Setting-form-properties.

  7. Save the form.

    The form is available to users at their next login.

Related topics

Defining-forms-to-hold-and-display-data

Creating-forms


To copy forms

When you copy forms, the new form retains all of the fields, views, and properties of the original form. Workflow objects (such as active links, filters, and escalations) associated with a form are not copied.

Most system forms (such as User, Group, Server Events, and Server Statistics) contain reserved fields that make these forms unique. Do not copy these forms, or you might introduce unintended access control functionality into your environment.

  1. In AR System Navigator, expand serverName > All Objects.
  2. Double-click Forms.
  3. In the Forms list, double-click the form name.
  4. Select File > Save As.
  5. In the Save Form As dialog box, enter the new name of the form.
  6. Click OK.

To rename forms

  1. In AR System Navigator, expand serverName> All Objects.
  2. Double-click Forms.
  3. In the Forms list, right-click the form name, and select Rename.

  4. Enter the new name, and click OK.

    Avoid characters in a form name that result in an invalid URL when the form is accessed through the mid tier. Developer Studio 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 /&#%'".?.

When you rename a form, all settings are retained, and any workflow that references the form is automatically updated with the new name of the form.

To delete forms

Important

Do not delete the User or Group forms, or you lose the ability to add or modify users and groups. For more information about the Group form, see Creating-and-managing-access-control-groups and about the User form, see Creating-and-modifying-users.


  1. In AR System Navigator, expand serverName> All Objects.
  2. Double-click Forms.
  3. In the Forms list, right-click the form name, and select Delete.

When you delete a form, all associated data and workflow that are not associated with any other forms are deleted. However, if the workflow is shared by multiple forms, that workflow is not deleted until the last form that uses it is also deleted. Menus, applications, and images must be deleted separately because they are independent of forms. 

If you delete a primary or secondary form of a join, the join form is also deleted.

 

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