Form menus

The Form menus include options for working with forms, including opening, closing, editing, and saving forms. Some options are available only if you have a form open.

This topic includes information about these Form menus, each in its own table:

  • The Form menu of both the web client and the Windows ("Smart") client
  • The Form > Definition submenu
  • The Form menu in the Web Designer
  • The Form > Definition submenu in the Web Designer

Form menu for both clients

Menu option Action Web client keyboard shortcut Windows client keyboard shortcut
Open Opens the Select Form dialog box, which you can use to locate and select the form you want to open.

For more information, see Finding and Opening Forms Using the Select Form Dialog Box.

For an alternate way of opening forms, see Finding and Opening Forms Using the Explorer.

Ctrl+O Ctrl+O
Page Setup Opens the Page Setup dialog box, which allows you to set printer options before printing.

This option is not available in the web client.

n/a n/a
Print Opens the Print Options dialog box, from which you can print a record or a collection of records.

For more information, see Printing Records or Collections of Records.

This option is not available in the web client.

n/a Ctrl+P
Print Preview Opens both the Print Options dialog box and the Print Preview dialog box. Use these dialog boxes to generate a preview before actually printing.

For more information, see Previewing a Record or Collection Before Printing.

This option is not available in the web client.

n/a n/a
Export to File Opens the Export Collection to File dialog box.

Use this option to export data from a collection to an external file that can be used in another program, such as a spreadsheet.

For more information, see Exporting Collections to External Files.

This option is not available in the web client.

n/a n/a
Close and Save Changes Saves any changes made and then closes the form. If any records were marked for deletion, permanently deletes those records. n/a n/a
Close and Cancel Changes Closes the form without saving changes. Any records that have been changed revert to their original values. Any records marked for deletion are not deleted and are no longer marked for deletion. n/a n/a
Definition See the Form > Definition submenu in the next table. n/a n/a
Workspaces Opens the Workspaces dialog box, which you can use to define, save, change, and delete workspaces.

See Using Workspaces.

This option is not available in the web client.

n/a Ctrl+W
New Sign In Opens the Sign In dialog box with the current user ID and configuration filled in.

You can sign in to a different configuration from the current configuration. You can also sign in with a different user ID.

In the web client, this option displays as "Sign Out".  

n/a n/a
Exit WinStudio Exits the system, closing the software and all forms.

This option is not available in the web client.

n/a n/a
Recent forms list Displays a list of most recently opened forms, arranged in reverse chronological order.

This list is not labeled as such.

n/a n/a

Form > Definition submenu

Most of these options are for Design Mode or the Web Designer and can be used only if you have appropriate editing permissions.

There are no keyboard shortcuts for the web client version of this menu.

Menu option Action Keyboard shortcut
Designer Launches the Web Designer.

This option is available only in the web client.

n/a
Design Launches the Select Form dialog box, which you can use to select and open a form to edit. This opens the form in Design Mode and is not available in the web client.

This is available only if you have the required editing permissions.

n/a
New Opens the New Form Wizard in which you can create a new form.

This option is active only in Design Mode and is not available in the web client.

n/a
New Data Maintenance Opens the New Data Maintenance Wizard in which you can create a new form, along with all the required IDOs, tables, and so on.

This option is active only in Design Mode and is not available in the web client.

n/a
XML to IDO Opens the XML to IDO Wizard in which you can create SQL tables, Intelligent Data Objects (IDOs), and forms, based on XML documents, usually Business Object Documents (BODs).

This option is active only in Design Mode and is not available in the web client.

n/a
Save Save changes to forms and global objects.

This option is active only in Design Mode and is not available in the web client.

Ctrl+S
Delete Deletes the current form that is open in Design Mode. If a form is not open in Design Mode, this command launches the Select Form dialog box, in which you can select the form to delete.

This option is active only in Design Mode and is not available in the web client.

n/a
Copy Launches the Copy Form Definition dialog box, which allows you to make a copy of a form.

This option is active only in Design Mode and is not available in the web client.

n/a
Edit Template Launches the Form Definition Templates dialog box, which allows you to select a form template to edit.

This option is active only in Design Mode and is not available in the web client.

n/a
Copy Template Launches the Copy Form Definition Template dialog box, which allows you to make a copy of a form template.

This option is active only in Design Mode and is not available in the web client.

n/a
Runtime Builder Launches the Runtime Builder Selection form, which allows users to build simple forms in runtime, without having to use either Design Mode or the Web Designer.

This option is available only in the web client. Only users with Site Developer or Vendor editing permissions can use this option.

n/a
Unload All Global Form Objects Clears the IDO metadata cache. Clearing the cache is useful in IDO development. To enable this option, you must first select Unload IDO metadata along with global objects in the User Preferences window.

This option is available only if you have the required editing permissions. The action can be performed in either runtime or Design Mode.

If you have changed your editing scope, use this command to clear forms and global form objects from memory. Otherwise, you might access forms and global form objects that pertain to your previous editing scope instead of your new one.

In the web client: Ctrl+Shift+U

In the Windows (Smart) client: Ctrl+U

Site Developer Impersonation Launches the Identify Your Editing Scope dialog box, which you can use to specify whether you are creating user versions, group versions, or site versions of forms and global objects.

This option is available only if you have Site Developer editing permissions. This option is active only in Design Mode and is not available in the web client.

n/a
Form Device Type Launches the Editing version for form dialog box, which allows you to specifiy one or more device types on which this form can be used effectively.

This option is available for a form that is open in Design Mode, and then, only if at least one device type other than the Default type has been defined.

This option is not available in the web client.

n/a
Edit Device Types Launches the Edit Device Types dialog box, in which you can define device types that can be applied to forms.

This option is active only in Design Mode and is not available in the web client.

n/a
Preview in Browser Launches the Browser Preview dialog box, which allows you to preview how a form will appear in a web browser.

This option is available for a form that is open in Design Mode.

This option is not available in the web client.

Ctrl+B

Form menu in the Web Designer

These are the options available on the Form menu in the Web Designer (web client only). These options have no keyboard shortcuts.

Menu option Action
Definition See the Form > Definition submenu in the next table.
Sign Out Signs you out and re-opens the Sign In page for the Web Designer.

You can sign in to a different configuration from the current configuration. You can also sign in with a different user ID.

Recent forms list Displays a list of most recently opened forms, arranged in reverse chronological order.

This list is not labeled as such.

Form > Definition submenu in the Web Designer

Menu option Action Keyboard shortcut
Design Launches the Select Form dialog box, from which you can select the form to edit. n/a
Regenerate Form Places the current form definition in the runtime cache, saves the definition, and then regenerates the form to which you have made changes but not saved them. n/a
Regenerate Form from Cache Places the current form definition in the runtime cache without saing it, and then regenerates the form to which you have made changes but not saved them. n/a
Unload All Global Form Objects Clears the IDO metadata cache. Clearing the cache is useful in IDO development. To enable this option, you must first select Unload IDO metadata along with global objects in the User Preferences window.

This option is available only if you have the required editing permissions. The action can be performed in either runtime or Design Mode.

If you have changed your editing scope, use this command to clear forms and global form objects from memory. Otherwise, you might access forms and global form objects that pertain to your previous editing scope instead of your new one.

Ctrl+Shift+U
New Launches the Web Designer version of the New Form Wizard, which allows you to create a new or extended version of a form. n/a
Copy Launches the Copy Form Definition dialog box, which allows you to specify a form definition to copy in creating a new form. n/a
Delete Deletes a specified form. If you have a form open in the Web Designer already, allows you to delete that form. If no form is open, this option launches the Select Form dialog box, which allows you to select a form to delete. n/a
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