Form menus
The 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 menus, each in its own table:
- The menu of both the web client and the Windows ("Smart") client
- The submenu
- The menu in the Web Designer
- The submenu in the Web Designer
Form menu for both clients
| Menu option | Action | Web client keyboard shortcut | Windows client keyboard shortcut |
|---|---|---|---|
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| Saves any changes made and then closes the form. If any records were marked for deletion, permanently deletes those records. | n/a | n/a | |
| 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 | |
| See the submenu in the next table. | n/a | n/a | |
| 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 | |
| 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 | |
| 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 |
|---|---|---|
| Launches the Web Designer.
This option is available only in the web client. |
n/a | |
| 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 | |
| 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 | |
| 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 | |
| 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 changes
to forms and global objects.
This option is active only in Design Mode and is not available in the web client. |
Ctrl+S | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 |
|
| 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 | |
| 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 | |
| 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 | |
| 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 |
|---|---|
| See the submenu in the next table. | |
| 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 |
|---|---|---|
| Launches the Select Form dialog box, from which you can select the form to edit. | n/a | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| Launches the Copy Form Definition dialog box, which allows you to specify a form definition to copy in creating a new form. | n/a | |
| 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 |