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Page 2 of 9 Working with FormsForms serve as the main tool to enter the information in SunSystems. In order to create a new for, amend existing one or copy, rename and then amend system forms, run FD-Form Designer. To access Form Designer from Navigation Manager select Setting up SunSystems, Tools, Form Designer. The Form Designer window is split into four main areas: 1. The area at the top left of the default Form Designer window is the Data Item Hierarchy. (The Data Item Hierarchy provides the mechanism of restricting the data items displayed into manageable subsets. Expanding and collapsing the hierarchy tree can view these subsets.) 2. The area at the bottom left of the default window is the Data Item List. Once you have created a new form the relevant data items for that function are displayed. The red bullet indicates mandatory data items. (The Data Item List displays the data items available for the function associated with the current form.) 3. The center of the default Form Designer window is the Form window, and is used to create and amend your forms. It displays the form and the data items placed on it. The central part of the Form Designer window is used to create and amend form windows. It displays the form window and the controls on it. To create more than one form window, from the Edit menu select New Window. To view the form windows, from the View menu select Form Window. 4. The area on the right hand side of the default window is the Properties bar and displays the properties for the form and the controls placed on the form. (The Properties bar shows all the properties available for whichever control(s) you have selected.)
I. To create a new form click on “New Form” button, in the “New Form” window choose the function for which you are creating the form, form code and description. II. After you have created your form you have to save it. To save the form click on the “Save Form” button. The form is stored in the file with the extension SFL – Source Form Layout file. III. Local Form Compile
Now you should compile the form locally. The Local Compile facility allows you to test form modifications locally before checking them in to the server. This is particularly beneficial within a multi-user environment. Locally compiling a checked out or new form (SFL) creates an RFX form on the client machine. By default this new RFX-Runtime Form XML file is stored in the ClientFileDirectory folder. When you have finished testing the locally compiled RFX file, you need to check the file in to the server. IV. Form Checking In
After locally compiling your forms, you must check in the forms. Checking in a form means that the amended or new form is returned to the source directory on the host and is unlocked and made available to other users. To check in a form: 1. Save and close your form. 2. To check in a new or amended form, click the Check In button on the Standard toolbar, or from the File menu select Check In. The Check In dialog is displayed. 3. Select the form you wish to check in and click Check In. You may select more than one form by holding down the Ctrl or Shift key. If, at a later stage, you need to make further amendments to your form or you wish to amend a different form you have to Check Out the form. 4. In case if you want to amend already existing forms you need to “Checking Out” them first. When you check out a form, a copy of the SFL file is created and placed in the Local Form Folder. The original is located in a source directory on the host. This also locks the host file, preventing other users from being able to work with it. 1. Click the Check Out button on the Standard toolbar or from the File menu select Check Out. 2. You are presented with the Check Out dialog.
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