Forms that are based on design templates have one or more regions. Each region is
marked with a name or with a capital letter (A, B, C, and so on, depending on the number of
regions). At application run time, each region is displayed with this letter or name at the
top. You can configure any region as you process a case. By making changes to regions in
real time, you can develop your application in a dynamic and flexible way.
For information about regions in templates and forms, search for the article
Section preview shows changes in real time for templated sections
on
the
PDN.
-
Select a case type name from the
+ New
menu to create a
case.
-
Turn on design mode by clicking the
Toggle design mode
icon (the square icon).
-
On a form that require updates, click the
Pen
icon in a
region header.
-
In the template element list at the right of the screen, build each region by
completing the following tasks:
-
To specify a title for a region, click the
Edit region
icon and use the
Region properties
dialog box to enter or
select the title.
-
To add a section or control to a region, click the
Add
new
icon and drag the element into the region.
-
To change the sequence of elements within the
region, move them up or down in the list. You can also remove elements
from the region.
-
If a region is marked as
Grouped, the region is
based on a layout group and you can do any of the following:
-
Set the layout group format to a different setting, such as
Tab
or
Accordion, by clicking the
Edit region
icon and using the
Format
field on the
Region
properties
dialog box.
- Rename tabs.
- Drag sections into the layout group from another region, or from
the layout group into a different region.
-
To add a field, view, or section, click the
+
icon and click an item in the list of
available elements on the right. Click the
Add to view
icon to add elements that you want to include in the region.
The green ball icon indicates that element has been added to a
region.
-
Click
Done.
The changes that you make are displayed immediately.