4 - Create Forms

Last updated 24/03/2023

This documentation will explain how to create the forms for the Portfolio application via Five's Form Wizard. In total, five forms will be added.

How to Build a Form Using Five's Form Wizard

Navigate to Forms

1. Select Visual in the menu.

2. Select Forms in the sub-menu.

Figure 1 - Forms menu item

Add the Portfolios Form

1. Click the New Form Wizard button.

2. Click the lookup icon in the Main Table field and select Portfolio.

Figure 2 - Add the Portfolios form

3. Click the Save button in the Form Wizard app bar.

Figure 3 - Save the Portfolios form

Add the Exchanges Form

1. Click the New Form Wizard button.

2. Click the lookup icon in the Main Table field and select Exchange.

Figure 4 - Add the Exchanges form

3. Click the Next button.

Figure 5 - Next button

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All the fields in the table will be listed here in the Form Wizard except the primary key field.

4. Click the List checkbox for the Name field.

Figure 6 - Exchanges form fields

5. Click the Save button in the Form Wizard app bar.

Figure 7 - Save the Exchanges form

Add the Sectors Form

1. Click the New Form Wizard button.

2. Click the lookup icon in the Main Table field and select Sector.

Figure 8 - Add the Sectors form

3. Click the Save button in the Form Wizard app bar.

Figure 9 - Save the Sectors form

Add the Stocks Form

1. Click the New Form Wizard button.

2. Click the lookup icon in the Main Table field and select Stock.

3. Click the Add Menu Item switch.

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By default, Five will create a menu item for a form when created via the Form Wizard. No menu item will be created for the Stocks form because it will be accessed as a page on the Exchanges and Sectors forms.

Figure 10 - Add the Stocks form

4. Click the Next button.

Figure 11 - Next button

5. Click the List checkbox for the SectorKey, StockCode, and Name fields.

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Five makes reference to saved forms that have a relationship set at table-level with the current form. The Stocks form references the Exchanges and the Sectors forms.

Figure 12 - Stocks form fields

6. Click the Save button in the Form Wizard app bar.

Figure 13 - Save the Stocks form

Add the StockPrices Form

1. Click the New Form Wizard button.

2. Click the lookup icon in the Main Table field and select StockPrice.

3. Click the Add Menu Item switch.

Figure 14 - Add the StockPrices form

4. Click the Next button.

Figure 15 - Next button

5. Click the List checkbox for the PriceDate field.

6. Click the Req. checkbox for the Close field.

7. Click the List checkbox for the Close field.

Figure 16 - StockPrices form fields

8. Click the Save button in the Form Wizard app bar.

Figure 17 - Save the StockPrices form