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Managing Forms

Last updated 4/04/2024

This documentation will aid you to upkeep your form records. All your form records will be listed in the Forms view whether they have been added with the form in the Forms view or the Form Wizard. If you add your form in the Forms view, you will see your form record appear in the list on the left as soon as you save the record.


List of from records
Figure 1 - List of form records
info

If you have added your form via the Form Wizard, you will need to navigate to the Forms view to locate your form record.


1. Select Visual in menu and Forms in the sub-menu.


Forms menu item
Figure 2 - Forms menu item

Edit a Form Record

1. Select the form record in the list.

2. Either click the Edit button in the form app bar, or click directly in a field.


Edit button
Figure 3 - Edit button

3. Make your changes and click the Save button in the form app bar.


Save button
Figure 4 - Save button

Delete a Form Record

1. Select the form record in the list.

2. Click the Edit button in the form app bar.

tip
You must click the Edit button to have the Delete button available!

Edit button
Figure 5 - Edit button

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


Delete button
Figure 6 - Delete button

caution
Five will ask you 'Do you want to delete this record?' Because once a form record has been deleted, all pages and fields on the form will also be deleted.

4. Click the Yes button.

tip
Any functions or queries attached to your form will still be available in the Functions and Queries views!

Yes button
Figure 7 - Yes button

Edit a Page Record

1. Select the form record in the list.

2. Click the Pages tab.


Pages tab
Figure 8 - Pages tab

3. Select the page record in the list.


Page record
Figure 9 - Page record

4. Either click the Edit button in the form app bar, or click directly in a field.


Edit button
Figure 10 - Edit button

5. Make your changes and click the Save button in the form app bar.


Save button
Figure 11 - Save button

info
A record that has been edited will be displayed yellow in the list.

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


Save button
Figure 12 - Save button

Delete a Page Record

1. Select the form record in the list.

2. Click the Pages tab.


Pages tab
Figure 13 - Pages tab

3. Select the page record in the list.


Page record
Figure 14 - Page record

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

tip
You must click the Edit button to have the Delete button available!

Edit button
Figure 15 - Edit button

5. Click the Delete button in the form app bar.


Delete button
Figure 16 - Delete button

info
A record will be displayed in a bright yellow when it is has been flagged to be deleted.

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


Save button
Figure 17 - Save button

Edit a Field Record

1. Select the table record in the list.

2. Click the Pages tab.


Pages tab
Figure 18 - Pages tab

3. Select the page record holding your fields in the list.


Page record
Figure 19 - Page record

4. Click the Fields tab.


Fields tab
Figure 20 - Fields tab

5. Select the field record in the list.


Field record
Figure 21 - Field record

6. Either click the Edit button in the form app bar, or click directly in a field.


Edit button
Figure 22 - Edit button

7. Make your changes and click the Save button in the form app bar.


Save button
Figure 23 - Save button

info
A record that has been edited will be displayed yellow in the list.

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


Save button
Figure 24 - Save button

Delete a Field Record

1. Select the table record in the list.

2. Click the Pages tab.


Pages tab
Figure 25 - Pages tab

3. Select the page record holding your fields in the list.


Page record
Figure 26 - Page record

4. Click the Fields tab.


Fields tab
Figure 27 - Fields tab

5. Select the field record in the list.


Field record
Figure 28 - Field record

6. Click the Edit button in the form app bar.


Edit button
Figure 29 - Edit button

7. Click the Delete button in the form app bar.


Delete button
Figure 30 - Delete button

info
A record will be displayed in a bright yellow when it is has been flagged to be deleted.

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


Save button
Figure 31 - Save button

Handling the If Fields

The If fields are conditional fields that take a JavaScript statement. Please refer to the chapter, If Fields, for further documentation.