Form Builder

The Masterworks Form Builder is a powerful tool that enables you to develop customized forms and publish them to the application. Masterworks provides XML templates to create and configure new forms. This feature provides you with a free hand in adding new forms based on the evolving needs of the organization.

Using Form Builder, you can create your own forms to use them in your projects. Workflow management integrates with Form Builder allowing you to automate any business process.

The following sections describe in detail the various features of the Masterworks Form Builder:

1. Terminologies used in Form Builder
2. Lifecycle of a Form

The following sections describe the procedures to create a form, enable map control, and publish a created form using Form Builder:

1. Creating a Form Using Form Builder
2. Creating Form Sections Horizontally
3. Enabling Map Control in a Form Using Form Builder
4. Publishing a Form

 

Before you Begin

Form Builder is usable with ease to create a wide variety of forms based on business
requirements. However, before you start creating them, here are some terminologies that you should be familiar with:

Group Layout

A layout holds the controls that define a form. The layout is the framework on which
the form is defined. 
The various types of layouts available are:

1. Section, Section without Header, Section with Border
   A Section is defined as the part of the form that separates the action items. Multiple sections can be added as required in a form depending on the actions and the purpose. Each section can also be made visible or hidden in the definition of the form based on the workflow requirement. You can create sections without a header and with a border using the Group Layout types Section without Header and Section with Border. 
2. Two Column Layout, Three Column Layout
   A column layout introduces two or three sections with two or three text boxes organized in columns. This enables you to organize with ease sections and controls within the two or three columns.
3. Spacer
   A spacer is used to provide spaces within the form ideally in between sections or grids. It can also accommodate controls within it similar to any other container and is hence listed under containers. You cannot add a section to a spacer.
4. Tabs Container, Tabs
   A Tab Container enables you to introduce a tab control within a form. To introduce more than one tab, add the Tabs control to the Tabs Container.
5. Stage
   A Stage can contain sections and controls that can be made visible or hidden based on the progress of the  associated workflow. You can manage visibility and edit properties of the contents of this stage through Workflow Configuration of the form at stage-level. For information on workflows, refer Workflow Management.

Simple Input Controls

1. Autogenerated
   The autogenerated field automatically increments its value every time the form is used and saved.
2. Single line text, Multi line text
   The single line text, and multiline text allows text input. The rich text option allows you to enter text in HTML.
3. Date, Time Input, Date Time
   The Date and Time Input options allow date and time entries.
4. Numeric, Integer
   The Numeric, and Integer options allow numeric inputs.
5. Drop Down, List Box, Check Box List, Check Box, Radio Button List, Label, Drop-Down Tree
   These controls enable you to define options for a list of values from a data source.
6. Formatted Input, Password, Rich Text
   Allow formatted input by specifying the format in which you can enter alpha-numeric information.
7. Hidden
   This option can be used as a placeholder text box and is not visible on the form.

Advanced Controls

1. Multi Picker
   This is to insert a combination of two list boxes, one to show the available options and other to hold the selected options.
2. Set
   This is similar to a text box type control with left and top labels for reference and is used to place controls next to each other. Can be a text box, radio button list, drop-down list, and so on.
3. Picture
   The control enables you to insert a picture in the section.
4. Formula
   Enables defining a formula for fields in the section.
5. Map
   Inserts a map control in the form.
6. GISDataMapper
   This allows the user to map relevant information of Masterworks fields to ESRI outfields
7. File
   Inserts the standard attachment control to the form. You can upload files as attachments to the form.
8. Picker Trigger
   Inserts the picker control that opens a dialog box to select options.
9. Picture Taker
   Inserts a control to click a photo or upload an image.

Child Data Container

1. Static Grid
   A static grid is defined as a grid or a table where the number of rows and columns are fixed and are defined at the design stage of the form.
2. Dynamic Grid
   These are grids or tables where the number of rows is variable, but the number of columns is fixed as specified when creating the table.
3. CheckList Group
   These are collection of similar types of checklist items required for recording information while performing a certain operation. Every new checklist item group contains only similar type of controls within them. We are required to create different checklist groups for different types of controls.
4. Row
   A row is used to modify the rows in a static grid. The number of rows to be inserted has to be specified during design time of the form.
5. Check List
   Checklists define a set of actions to be performed in a specific order.
6. Picker
   This allows data configuration for all the Picker Triggers placed in the form.

Lifecycle of a Form

The typical lifecycle of a form is as below:

Design time

As a form author, you can:

1. Initiate the creation of a new form definition from the Form Builder page
2. Edit the form definition from the Form Builder editor
3. Specify form location within  Masterworks 
4. Attach a workflow to automate business processes
5. Save the form definition

Publishing

Once a form is designed and saved, the form is published to make it available in the application. On publishing a form, the form is made available in the module as defined during form design. The toolbar of the form is the predefined Masterworks standard toolbar and is automatically created by the tool. 

On publishing a form, you can define role based permissions for the form. For information on defining permissions, refer Configuring Role Permissions.

Runtime

As a user of the form, you can:

1. Initiate the creation of a new form from the form's list page
2. Enter data into the form
3. Review, save, submit, or download form data
4. View the created form in a PDF format
5. Search for a form using form data
6. Delete form data
7. Perform workflow actions on the from

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