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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

Cancel Button
Figure 1 - Cancel button

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

Lookup Icon
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

Cancel Button
Figure 3 - Cancel button

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

Lookup Icon
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

Cancel Button
Figure 5 - Cancel button

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

Lookup Icon
Figure 6 - Lookup icon

  1. Click in the checkbox.

Checkbox
Figure 7 - Checkbox

Cancel the Entire Form Wizard​

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

danger

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



Cancel Button
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.

Remove Page Button
Figure 9 - Remove Page button

Remove a Field Record​

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

Remove Field Button
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.

Add Page Button
Figure 11 - Add Page button

Add a Field Record​

  1. Click the Add Field button.

Add Field Button
Figure 12 - Add Field button

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

Next Button
Figure 13 - Next button

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

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.


Drag Handler
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.


Drag Handler
Figure 16 - Drag handler

Save the Form Wizard​

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

Save Button
Figure 17 - Save button