2 - Create Forms

Last updated 15/12/2025

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 to understand how Five filters the data for you.

The Portfolios menu will become the parent for the Buys and Sells menus. By making Portfolios the parent menu, the Buys and Sells menus will be accessed in the Portfolio application under a selected portfolio record, hence, the buy and sell records will belong to the selected portfolio record.

Add the Buys Form

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

Figure 1 - Form Wizard menu item

2. Select Buy in the Main Data Source field.

3. Select Portfolios in the Parent Menu field.

Figure 2 - Add Buys form

4. Click the Next button.

Figure 3 - Next button

5. Click the List checkbox for the StockKey, TransactionDate, Quantity, and Total fields.

Figure 4 - Buys form fields

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

Figure 5 - Save button

Add the Sells Form

1. Select Sell in the Main Data Source field.

2. Select Portfolios in the Parent Menu field.

Figure 6 - Add Sells form

3. Click the Next button.

Figure 7 - Next button

4. Click the List checkbox for the StockKey, TransactionDate, Quantity, and Total fields.

Figure 8 - Sells form fields

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

Figure 9 - Save button

Add the Allocations Form

The Allocations form will be available on the Sells form as a list page.

1. Select Allocation in the Main Data Source field.

2. Click the Add Menu Item switch.

Figure 10 - Add Allocations form

3. Click the Next button.

Figure 11 - Next button

4. Click the List checkbox for the BuyKey and Quantity fields.

Figure 12 - Allocations form fields

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

Figure 13 - Save button

Edit the Sells Form

The Allocations page on the Sells form will enable us to allocate shares for a sale.

1. Click Visual in the menu followed by Forms in the sub-menu.

Figure 14 - Forms menu item

2. Select the Sells record in the list.

3. Either click the Edit button in the form app bar or click directly in the Page Navigation field.

Figure 15 - Edit button

4. Select Continuous in the Page Navigation field.

info

Selecting Continuous as our page navigation will give the Sells form a different look from the previous forms we have made. Tabs will not be displayed across the top of the form, the form will flow in a continuous manner instead.

Figure 16 - Page Navigation field

5. Click the Pages tab.

Figure 17 - Pages tab

6. Click the Add Pages button.

Figure 18 - Add Pages button

7. Type Allocations in the Caption field, select List in the Page Type field, and select Allocations (Form) in the Action field.

Figure 19 - Add Allocations page

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

Figure 20 - Save button

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

Figure 21 - Save button

tip

This is a good time to deploy/run the Portfolio application to see how to drill down from a selected Portfolio record and test the Buys form!

Test the Buys Form

To navigate to the Buys and Sells menus, a Portfolio record needs to be selected in the list for the Down button to be available which will take you to the menus under the selected Portfolio record.

1. Select the Growth Portfolio record in the list and click the Down button in the form app bar.

tip

You can customize the Down button!

Figure 22 - Down button

info

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

As the Portfolios menu was set as the parent for the Buys and Sells menus, you will only see the data related to the selected Portfolio record when drilling down.

2. Click the Add Item button and select AAPL in the Stock field.

3. Click the calendar icon in the Transaction Date field.

Figure 23 - Add Buy record

4. Select today's date and click the OK button.

Figure 24 - Date picker

5. Type 100 in the Quantity field, .50 in the Price field, 10.00 in the Fees field, and press Tab.

Problem

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

Figure 25 - Total field

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

Figure 26 - Cancel button

7. Close the browser tab and return to Five.