Task 2: Create a form to add agreements

For this task, you will use Forms Designer to create the form controls that prompt the user to copy and paste text from agreement documents related to the SLA. These form controls, together with the window title, prompt, buttons, and other choices you made in the wizard record, will be displayed to the end user as the screen shown below.

To create a new form to display the wizard that prompts users to add agreement document text, follow these steps:

  1. Start the Forms Designer.
  2. In the Form field, type sla.create.add.agreements.

    Best Practice: Because the form name must match the subformat display entry exactly, you can copy the subformat display entry in the Usage tab and paste it into the Form field. This will help you to avoid spelling errors.

  3. Click New.
  4. Click No for Forms wizard.
  5. Create the following for this form. When you start to design the new form, make sure the X and Y coordinates are at 0 (zero).

    Property Value
    Label  
    Caption

    Type:

    Copy and paste text from Agreement documents related to this SLA:

    Visible

    Select.

    Text Area  
    Input

    Type:

    agreements

    Visible Select.
  6. Click OK twice to save the new form and exit.

You have finished creating one of the forms needed for the SLA wizard.