Add a dynamic form to a form

Applies to User Roles:

System Administrator


Tip For the format for the XML that describes the dynamic form, refer to plugins\<VERSION>\src\resources\schema\dynamicForm.xsd.

To add a dynamic form to a form, follow these steps:

  1. Click Tailoring > Forms Designer in the System Navigator, or type fd on the Service Manager command line and then press Enter.
  2. Type a form name and click Search.

    Service Manager opens a list of forms. Click the form you want to update to open it.

  3. Click Design to open design mode.
  4. Drag the Dynamic form icon to the desired location.
  5. Click the dynamic form field to select it.
  6. Type the name of the form in the Value text box of the Name Property.
  7. Type the name of the field in which to store the XML in the Value text box of the Input property
  8. Specify the height, width, and other properties of the dynamic form, as desired.

    Note Forms designer sets the widget size set to the maximum size the dynamic form (once stretched) can occupy. You can resize the widget, but if you set the size too small, the dynamic form will appear truncated.

  9. Click Web Preview to see what the form will look like in the Web client.
  10. Click Ok to see what the form will look like in the Windows client.
  11. Click Ok to save your changes.
  12. To see the dynamic form, open the form on which it is located with Database Manager.
    Each time you save changes in Forms Designer, exit the form and reload it in Database Manager.

Best practice

To see the XML and the dynamic form at the same time for testing purposes, create a form with a regular text input field and a dynamic form widget for the same data field. Since the Web client does not allow you to use the same field name more than once on a form, alias the field, making the input property for the dynamic forms widget the alias and the input property for the text file the field itself. Be sure to make one of these read-only, so that they don't interfere with each other. Put your XML into the text field. You can use the magnify option to open a large text box to edit the XML.

Once you have created an acceptable dynamic form, you can generate the XML with a RAD or JavaScript application.

Related concepts

Form creation
Forms Designer
Creating and editing forms
Using the drawing canvas
Forms Designer properties view
Setting properties
Enabling HTML in forms
Forms Designer best practices
Building accessible forms

Related tasks

Access Forms Designer
Create a form using the Form Wizard
Update a form
Add an HTML Editor or Viewer to a form

Related references

Dynamic Form control
Forms Designer controls and tools