WidgetEditor
Widgets can be edited using Form Designer function in NetForum. The Form Designer allows you to easily drag widgets onto a form, change the order of displayed widgets, add or edit labels, controls, or queries to a form, and edit the data displayed in a given widget.
To edit a widget in the Form Designer:
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Go to the menu bar at the top and click System Tools
icon.
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From the displayed list, click Edit in Form Designer link. This will display the Edit Form Designer page.
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Click the Edit
icon in the label of the widget that you want to edit. The Form Element Edit form displays. You can make the desired changes in the Form Element Edit form and click Save Changes button.
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Click the Done button at the top of the left navigation bar to close the Form Designer page.
Data Widgets
Data Widgets stores the data and represent it on a form or profile. These widgets reside under the DATA section on the left navigation bar on the Form Designer.
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Checkbox Data Widget
The Checkbox data widget is used to represent the true or false values in a form. The Checkbox Form Element contains Basic, Html, Logic, Events, Security, and History tabs. Refer the Form Element Fields on Data Widgets section below for details.
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Checkbox Radio Data Widget
The Checkbox Radio data widget is used to represent the options available in a form. The Checkbox Radio Form Element contains Basic, Html, Logic, Events, Security, and History tabs. Refer the Form Element Fields on Data Widgets section below for details.
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ChildForm Data Widget
The ChildForm data widget is used for data visibility in a form. This widget stores the data only when the child form has an option to add a record. The ChidForm Form Element contains Basic, Query, Html, Logic, Events, Security, and History tabs. Refer the Form Element Fields on Data Widgets section below for details.
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DatePicker Data Widget
The DatePicker data widget stores and represents date information in a form. This widget provides the ability to set the desired date from the calendar icon in the field where it is added. The DatePicker Form Element contains Basic, Html, Logic, Events, Security, and History tabs. Refer the Form Element Fields on Data Widgets section below for details.
Form Element Fields on Data Widgets
Each Data Widgets contains many tabs with Form Element Fields on it. These tabs and their field elements may vary on Data widgets based on the type of element you choose to edit.
The following tabs are available on Data widgets:
Basic Tab
The Basic tab shows identifying information about the element.
The Basic tab includes the following fields:
| Field | Description |
|---|---|
| Widget Key | This field displays the key assigned to the widget (in guid format). This key is automatically assigned by the Form Designer and cannot be edited. |
| Widget Type | This field displays the text descriptor (name) of the widget. |
| Facade Field Search | This field can be used for searching Facade fields for choosing the Facade Alias and Facade Column, |
| Facade Alias | This field corresponds to the alias of the desired object on the Facade. For example, if the Facade has three different address objects – shipping, billing, personal. You need to choose the alias for which of those objects to use. |
| Facade Column | If the widget needs to access data from the Facade, this identifies which property of the Object (in the alias above) is used. |
| Default Value | This field displays the information that you set as default value in a form. To display a desired value in the form user needs to add that value in this field. |
Query Tab
In the Query Tab, you can view the Default SQL statement and if required you can override with your own SQL statement and use for the child form. This will not change the default SQL statement it just uses the override one for the child form.
The Query tab includes the following fields:
| Field | Description |
|---|---|
| Default SQL | This field displays the SQL statement set for the child form as default value. This information cannot be edited form the widget, you can edit this value in Toolkit. |
| Override SQL |
This field can be used for writing a customize SQL statement. The SQL statement added or updated in this field will be used for the child form instead of the Default SQL statement. Note: Adding or updating the Override SQL statement will not change the Default SQL statement. |
Html Tab
In the Html tab, you can add a separate ID, apply a different stylesheet (CSS) and add text that explains how the element is to be used. Use this tab to apply a custom Html style to the element.
The Html tab includes the following fields:
| Field | Description |
|---|---|
| ID | This field allows you to specify a unique ID for the element. This field is only updated when JavaScript needs an ID to find the desired element. |
| CSS | This field lets you specify the name of a CSS Class to use in styling this element. |
| Label Text | This field lets you specify text to be used to override the default label that is generated by the Façade Field chosen in the prior tab. |
| Placeholder Text | This field lets you specify a prompt or placeholder to use as a cue for the user. For example, if the field requires a name, the placeholder text might say "type the donor's name". |
| Help Text | This field lets you enter longer help text for the element. If you enter help text a help indicator appears next to the element on the form. Help text should be used to offer advice on a complex question. Where possible it should offer example answers and the format of that answer. It might describe the effect of using value in this field and where this data will be used. |
Logic Tab
Use the Logic tab to determine whether the element is a required field, read-only, or conditionally visible on the form.
The Logic tab includes the following fields:
| Field | Description |
|---|---|
| Visibility |
Use this field to specify conditions when this element is visible on the form. Visibility is used to check variables on the Facade (or elsewhere in SQL). For example, if variable X on the page is set, then there is no reason to set variable Y. For example, if an Individual is not flagged as 'On Hold', then there is no reason to display the On-Hold Dates. |
| Read Only | This field shows the true condition data on a form in read-only and you can use this field to specify conditions when this element is not a read-only. |
| Required | Use this field to specify conditions when this element includes required data. Also, this widget must be set in order to save the form. It is a mandatory field to save a form. |
Events Tab
The Events tab is shown if you can set an event on the element that is based on user action. For example, you can reload other widgets on the page based on a change in this widget and set a value for the reloaded widgets. You can also cross-reference corollary fields.
The Events tab has the following fields:
| Field | Description |
|---|---|
| Chaining |
This field allows you to specify one or more widgets to reload after the current widget is changed. Specify widget keys separated by commas. To set a value for the chained widget, use the format key:value, where the value is the specific value to be set for the reloaded widget. The widget key for the target widget can be found on the Basic tab of the Form Element Edit window. |
| Cross References | Specify one or more fields to be set based on the data from another field. Use the format FromFieldName=ToFieldName, and separate multiple cross references with commas. |
Security Tab
The Security tab is used for restricting a form or profile to the users who only has the access to use it. Selecting appropriate Module, Group Item, and Link values in these fields will disable that form or profile for the users who do not have access to the same link in the left-hand navigation menu.
The Security tab has the following fields:
| Field | Description |
|---|---|
| Module | Select the appropriate Module name from the Module dropdown list for which you want to apply the security. |
| Group Item | Select the appropriate Group Item from the Group Item dropdown list. Note, this field will only be accessible when you have selected a module in the Module Field. |
| Link | Select the appropriate Link from the Link dropdown list. Note, this field will only be accessible when you have selected a module in the Group Item Field. |
History Tab
The History tab displays the user and date when the element was added and most recently changed. This information cannot be edited. For a complete list of changes for the form, use the History button.
The History tab has the following fields:
| Field | Description |
|---|---|
| Add/Change User | This field populates the name of the user who performed the add or edit action on the form. |
|
Add/Change Date |
This field populates the date and time at which the action was performed. |
| Converted Control | This field displays the ID of the control on the Classic UI form which was used while converting to Current UI. |
| Converted Form Link | This field displays the ID of the link control on the Classic UI form which was used while converting to Current UI. |
| Converted Lookup |
This field displays the ID of the Lookup control on the classic UI form which was used while converting to Current UI. |