Layout of Forms Designer - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Unity Forms

Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Standard
Premier

The following is the layout of the Forms Designer.

The Designer ribbon contains the buttons that allow you to accomplish the following actions:

  • create a new form template

  • open an existing form template

  • publish a template

  • test drive a template before publishing

  • add pages to the template.

In addition to the Designer ribbon, a ribbon is displayed for the selected control in the form. In the example above, a text box is selected, which is accessed by clicking on the Text Box tab.

The Toolbox window contains all of the form controls that can be placed on a form. All controls can be added to the form by clicking on the control in the Toolbox window and then clicking within the design area or by clicking on the control in the Toolbox window and dragging it to the design area.

The Properties window contains the Properties and Form Properties tabs.

The Properties tab contains all of the properties that can define a visual display of a control. Each control has different property options. The Properties tab also allows you to customize fields for validation and masking. In addition, field requirements and AutoFill Keyword Sets field configuration can be configured in this tab.

The Form Properties tab contains the properties of the form, such as the template name and form theme. Users can rename the Unity Form template or apply a different theme in this tab.

The Design your form area is the area of the screen where you design the layout of the form. The design area displays the page that is selected in the page pane.

When you are working on a saved draft, Editing Draft will display in the header of the design area to designate that you are working on a draft and not a published version of the form.

The page pane contains all of the pages the form contains. In the Client, each page is displayed as a tab.