4 - Create Forms

Last updated 11/12/2025

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.

Add the Portfolios Form

1. Click Visual in the menu followed by Form Wizard in the sub-menu.

Figure 1 - Form Wizard menu item

2. Select Portfolio in the Main Data Source field.

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A data source can be a table, query, or an external connection!

Figure 2 - Add Portfolios form

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

Figure 3 - Save button

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Once you have saved a form via our Form Wizard, you will find the form record in the Forms view. To navigate to the Forms view, click Visual in the menu followed by Forms in the sub-menu.

Figure 4 - Forms menu item

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Select your record in the list and use the tabs to view and maintain your form properties.

Figure 5 - Form tabs

Add the Stock Exchanges Form

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If you navigated to the Forms view to see the Portfolios form record, you will need to navigate back to the Form Wizard by selecting Visual in the menu followed by Form Wizard in the sub-menu.

Figure 6 - Form Wizard menu item

1. Select StockExchange in the Main Data Source field.

Figure 7 - Add Stock Exchanges form

2. Click the Next button.

Figure 8 - Next button

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

3. Click the List checkbox for the Name field.

Figure 9 - Stock Exchanges form fields

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

Figure 10 - Save button

Add the Sectors Form

1. Select Sector in the Main Data Source field.

Figure 11 - Add Sectors form

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

Figure 12 - Save button

Add the Stocks Form

1. Select Stock in the Main Data Source field.

2. Click the Add Menu Item switch.

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

Figure 13 - Add Stocks form

3. Click the Next button.

Figure 14 - Next button

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

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Five makes reference to saved forms that have a foreign relationship set at the table-level with the current form. The Stocks form automatically references the Stock Exchanges and the Sectors forms and gives them a display type of _Lookup.