Customize Your Forms and Workflow

Customizing Forms

Your new custom form will have the text and fields of the original screen converted to graphical user interface (GUI) controls according to the rules of your chosen theme. You can further customize the form in a variety of ways to appear exactly the way you want — you can rearrange, adjust the properties, and align the controls, cut or copy, then paste controls to the same form in a different location, or to a different form. Removing controls can streamline the form so that only the essential functionality is presented to the end users.

If the fields on the original screen don't provide all of the functionality that you want on this form, you can add new controls using the Controls Toolbar from the Customize page. Also, you can create your own fields (called user-defined fields), and bind them to controls on your form.

You can add an event and associate it with a button control. You'll use the Event editor to build an event with one or more actions, then map any task data that will be processed at run time between your customized form and the host application.

Using the Table editor, you can add a table to a form that will display host data. You can choose some or all of the data available in a host application to be shown in your new table. You can define columns, rows, user fields, and host fields to customize the presentation of the data to best suit your needs.

Restructuring Application Flow

With the Skip Screens editor, you can fine-tune operations for your host application users by creating shortcuts that skip past unnecessary host screens and combining elements from one or more host screens onto custom application forms.

Another way to restructure application flow is to create an event that sends specific keys to the host (without end-user input) to change the paths within your application.