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Introduction

Form Menu allows one to directly enter/view form data, without being part of a process flow.

Form Menu Properties

Edit Form

Figure 1: Form Userview Menu Properties

NameDescription
idMenu element unique id. Userview will use this id in the URL for the menu if the Custom ID is empty.
Custom ID

Item link slug. Optional field.

Ensure that value defined here is unique to other userview menus in the app, since the first matching/conflicting ID will take precedence in page loading.

Label
The userview menu label.
Form
Target form to load.
Show in popup dialog?
If checked, user will be presented in a popup dialog.
Readonly?
If checked, all the fields in the target form will be rendered as read-only.
Display field as Label when readonly?
Fields set to read-only will be rendered as label/text, instead of being shown in its original input element.

Figure 2: Sample Form Userview Menu in runtime

Redirection



Figure 3: Redirection Properties

NameDescription
Message Shown After Form Submission
Message Shown After Form Submission.
Action to Perform After Form SavedAction to Perform After Form Saved.
URL Redirect After Form Submission
URL Redirect After Form Submission.
Redirect Target on Form Submission
  • Top Window
  • Parent Window
  • Current Window

Field ID For URL Redirect Value Passover

Field ID from the preceding form to retrieve the value from.

Field Value Passover Method

  • Append to URL
  • As URL Request Parameter
Request Parameter Name

Parameter name to hold the value retrieved via "Field Name For URL Redirect Value Passover" field specified above.

Action to Perform on Cancel
  • Redirection
  • Close Popup Dialog
URL Redirect on Cancellation

URL Redirect on Cancellation.

When this value is set, the Cancel button will appear at the bottom of the form.

Redirect Target on Cancellation
  • Top Window
  • Parent Window
  • Current Window


UI

Figure 4: UI Properties

NameDescription
Submit Button Label

Submit Button Label.

Default Value: Save

Cancel Button Label
Cancel Button Label.
Default Value: Cancel


The Cancel button will only appear when "URL Redirect on Cancellation" field is configured.

Custom Header
Custom Header in HTML.
Custom Footer
Custom Footer in HTML.

Advanced

Figure 5: Advanced Properties

NameDescription
Userview Key Name

When set to point to a corresponding form field ID, the userview key value will be set into the particular field.

See UI Key for more info.

Example

Userview Key Value: sample

Userview Key Name: title

See Figure 6.

Load Data Using Userview Key?

When checked, record row will be loaded into the form using the userview key value.

The "Userview Key Name" field expects an "id" value, to facilitate record seeking using the primary key.


Figure 6: Sample userview key used in runtime

Performance & Offline

Figure 7: Cache Settings

Name

Description

Scope

Caching options are:

  • None: No caching.
  • Application: Cache content by application where all users will see the same content.
  • User: Cache by username.
Duration (s)Duration in seconds to cache content, defaults to 20 seconds if applicable.

Figure 8: PWA Offline Settings

Note: PWA Offline support is dependent on the theme used.

Name

Description

Enable cache for offline supportEnable caching for offline support, usually set for use on mobile browsers.

Read Progressive Web Application (PWA) for more information.

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