General Operations

Last updated 3/02/2022

Basic Operations in the Form Wizard

The following documentation is to explain the basic operations you will need to know to handle Five's Form Wizard effectively.

Cancel Changes

There are several Cancel buttons throughout the Form Wizard. The following documentation will explain how to cancel and perform changes.

Cancel Changes in the General and Menu Sections

1. Click the Cancel button in the respective field and type a new value; or

Figure 1 - Cancel button

2. Click the lookup icon in the respective field and select a new option.

Figure 2 - Lookup icon

Cancel Changes in a Page Record

1. Click the Cancel button in the Caption field and type a new value; or

Figure 3 - Cancel button

2. Click the lookup icon in the respective field and select a new option.

Figure 4 - Lookup icon

Cancel Changes in a Field Record

1. Click the Cancel button in the Caption field and type a new value; or

Figure 5 - Cancel button

2. Click the lookup icon in the respective field and select a new option; or

Figure 6 - Lookup icon

3. Click in the checkbox.

Figure 7 - Checkbox

Cancel the Entire Form Wizard

1. Click the Cancel button in the wizard app bar.

warning

This will remove the entire Form Wizard. Anyting you have configured will be lost.

Figure 8 - Cancel button

Remove Records

The following doumentation will explain how to remove a record while in the Form Wizard.

Remove a Page Record

1. Click the Remove Page button positioned at the end of the row.

Figure 9 - Remove Page button

Remove a Field Record

1. Click the Remove Form Field button positioned at the end of the row.

Figure 10 - Remove Field button

Add New Records

The following documentation will explain how to add a new record while in the Form Wizard.

Add a Page Record

1. Click the Add Page button.

Figure 11 - Add Page button

Add a Field Record

1. Click the Add Field button.

Figure 12 - Add Field button

Navigate Between Pages

1. To move forward a page, click the Next button.

Figure 13 - Next button

2. To move back a page, click the Previous button.

Figure 14 - Previous button

Reorder Records

The following documentation will explain how to reorder records while in the Form Wizard.

Reorder Page Records

1. Click and hold your mouse on the handler at the beginning of the row.

2. Drag the handler to the required position.

3. Drop the row.

Figure 15 - Drag handler

Reorder Field Records

1. Click and hold your mouse on the handler at the beginning of the row.

2. Drag the handler to the required position.

3. Drop the row.

Figure 16 - Drag handler

Save the Form Wizard

1. Click the Save button in the wizard app bar.

Figure 17 - Save button