Double-Click - Agenda - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Agenda/English/Foundation-22.1/Agenda/Agenda-Unity-Form-Configuration/Creating-an-Agenda-Item-Form-Template/Adding-Form-Controls/Double-Click - 2022-08-18

Agenda

Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Premier
Standard
Essential

Alternately, you can double-click on the control in the Toolbox and the control will automatically be added to the top left corner of the form.

Setting Property Controls

Once you have added the fields you want to the form, you must configure the fields using the property controls available in the Properties pane.

Properties must be set for all fields added to the form, but the following properties must be set for the three required fields on an Agenda form template:

  • Text box for the agenda item title

    • Label - Examples include Item Title or Short Item Title.

    • Control Type: Text Box

    • Field Source: Short Item Title

    • Required: By default, this check box is selected. If it is not selected, select this check box to mark this field as required.

  • Select List to select the meeting type

    • Label - Examples include Meeting Type or Type of Meeting

    • Control Type: Select List

    • Field Source: Meeting Type

    • Required: By default, this check box is selected. If it is not selected, select this check box to mark this field as required.

    • Value Must Exist: By default, this check box is selected. If it is not selected, select this check box to require that values must exist for this select list.

    • Allow Original Values: By default, this check box is selected. If it is not selected, select this check box to require that original values may be allowed.

  • Select List to select the agenda item type

    • Label - Examples include Agenda Item or Agenda Item Type or Item Type

    • Control Type: Select List

    • Field Source: Agenda Item Type

    • Required: By default, this check box is selected. If it is not selected, select this check box to mark this field as required.

    • Value Must Exist: By default, this check box is selected. If it is not selected, select this check box to require that values must exist for this select list.

    • Allow Original Values: By default, this check box is selected. If it is not selected, select this check box to require that original values may be allowed.

Note:

When the field source is selected for the required fields, the Required check box is automatically selected.

When all fields have been placed on the form, click Test Drive from the ribbon. If the field source value has not been selected, an error message is displayed on the side of the window.

Select the proper field source values from the Field Source drop-down list and then click Retry Test Drive. When the test drive does not produce any more errors, click Publish from the ribbon at the top of the window.