2 - Create Forms

Last updated 28/03/2023

This documentation will explain the forms you will need to create using the new tables you added in the Portfolio application. With these forms, you will see how to position the forms under a parent menu item to understand how Five filters the data for you.

Navigate to Forms

1. Select Visual in the menu.

2. Select Forms in the sub-menu.

Figure 1 - Forms menu item

Add the Buys Form

1. Click the New Form Wizard button.

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

3. Click the lookup icon in the Parent Menu field and select Portfolios.

info

By making the Portfolios menu item the parent for the Buys record, the Buys menu item will be accessed in the Portfolio application under a selected Portfolio record.

Figure 2 - Add the Buys form

4. Click the Next button.

Figure 3 - Next button

5. Click the List checkbox for the StockKey field.

6. Click the List checkbox for the TransactionDate field.

7. Click the List checkbox for the Quantity field.

8. Click the List checkbox for the Total field.

Figure 4 - Buys fields

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

Figure 5 - Save the Buys form

Add the Sells Form

1. Click the New Form Wizard button.

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

3. Click the lookup icon in the Parent Menu field and select Portfolios.

Figure 6 - Add the Sells form

4. Click the Next button.

Figure 7 - Next button

5. Click the List checkbox for the StockKey field.

6. Click the List checkbox for the TransactionDate field.

7. Click the List checkbox for the Quantity field.

8. Click the List checkbox for the Total field.

Figure 8 - Sells fields

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

Figure 9 - Save the Sells form

Add the Allocations Form

1. Click the New Form Wizard button.

2. Click the lookup icon in the Table field and select Allocation.

3. Click the Add Menu Item switch.

Figure 10 - Add the Allocations form

4. Click the Next button.

Figure 11 - Next button

5. Click the List checkbox for the BuyKey field.

6. Click the List checkbox for the Quantity field.

Figure 12 - Allocations fields

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

Figure 13 - Save the Allocations form

Add the Allocations Page to the Sells Form

1. Select the Sells record in the list.

2. Click the lookup icon in the Page Navigation field and select Continuous.

Figure 14 - Continuous page navigation

3. Click the Pages tab.

Figure 15 - Pages tab

4. Click the Add Pages button.

Figure 16 - Add Pages button

5. Type Allocations in the Caption field.

6. Click the lookup icon in the Page Type field and select List.

7. Click the lookup icon in the Action field and select Allocations (Form).

Figure 17 - Add the Allocations page

8. Click the Save button in the form app bar.

Figure 18 - Save the Allocations page

9. Click the Save button in the form app bar above the list.

Figure 19 - Save the Sells form

Run the Portfolio Application

tip

This is a good time to run the Portfolio Application to see the changes and what we can improve. The video below shows how the Portfolio application now works.

1. Click the Run button in Five's toolbar.

Figure 20 - Run button

Add a Portfolio Record

info

Our themes will look different, the theme on the Portfolio application is available on the Advanced side of the editor in the PortfolioV1.2.fdf and can be copied and pasted into the Portfolio application you are building.

1. Click the Add Item button.

2. Type Growth Portfolio in the Name field.

Figure 21 - Add the Growth Portfolio record

3. Click the Save button in the form app bar.

Figure 22 - Save the Growth Portfolio record

4. Click the Down button in the form app bar.

Figure 23 - Down button

info

You will be positioned on the Buys form. Lets add some test data and see what we can improve!

Test the Buys Form

1. Click the Add Item button.

2. Click the lookup icon in the Stock field and select AEI.

Figure 24 - Add a Buys record

3. Click the calendar icon in the Transaction Date field and select today's date.

4. Click the OK button.

Figure 25 - Date picker

5. Type 100 in the Quantity field.

6. Type .50 in the Price field.

7. Type 10.00 in the Fees field, press Tab.

Problem

The Total field does not automatically calculate the total, this is not ideal! In Five, we can add a function to fix this.

Figure 26 - Total field

8. Click the Cancel button in the form app bar.

Figure 27 - Cancel button