Creating Custom Forms

Once you have created a project, you can begin adding forms and building the user interface. The name of the project is the default name for your application. You can add forms to applications created by either active host-session or user-designed projects.

There are two methods for adding forms to your application.

The Interact page renders the incoming stream from the host into a graphical format, applying the properties set by the theme you have selected. You can review these screens, in any order, from the Preview page, and modify them from the Customize page. Customizations to any screen are shown in the Interact and Preview pages.

From the Customize page, you can modify forms to customize your application. On forms created from a host session, you can customize by removing host fields as well as adding controls. For more information about customizing new forms, see Customizing Interface Elements, Overview.

To add forms from an active host session
  1. On the Interact page, sign onto the host and navigate through the screens that make up your users' work flow.

    As you access each screen, a corresponding form is created.

  2. On the Customize page, modify these forms to create an application that is designed specifically for your business.

  3. Click OK.

To add user defined forms to your application
  1. From the Form menu, choose New Form, or from the Project pane, click the New Form button.

    The New Form dialog box appears.

  2. In the New Form dialog box, type the name of the form.

  3. Click OK.

Repeat the process to add each new form.

Related Topics
Bullet Customizing Individual Screens, Overview
Bullet Customizing Interface Elements, Overview