Tutorial 1 Creating Forms Panes and Controls

Adding panes and controls on a form is very easy. You can move and configure them to create a richer user experience.

In this tutorial, you learn how to generate forms from user tasks in a business process, organize and rearrange the objects on a form, and configure the panes and controls on the form by modifying their properties on the property views.

If you have not already done so, install the sample project as previously described in Installing the Forms Tutorial Solutions Project.

  1. Examining the Claims Process Business Process
    The Claims Process business process is used to process an insurance claim for an accident.
  2. Opening the Forms
    There are two main tasks in the Capture Claim business process: Capture Claim and Interview Witness.
  3. Examining User Tasks
    The two main user tasks in the sample business process are the Capture Claim task and the Interview Witness task, which differ in the kinds of user task parameters that are associated with some of the fields on these forms.
  4. Understanding Gateways
    When a gateway is reached, the flow of the process is determined by the value of a data item.
  5. Adding New Panes
    When forms are first generated, all of the automatically generated controls (corresponding to the user task parameters) appear in a single vertical pane. Creating more panes and moving related controls into each of them helps you organize the information on the form and control its visual layout, enhancing the usability of the form.
  6. Modifying Names and Labels of Panes
    The values in the Name fields for panes and controls are particularly important and must be typed exactly because they are used in scripts to refer to these objects.
  7. Dragging Controls into Appropriate Panes
    Once you have named and labeled the new vertical panes, drag each control to its appropriate pane and position the controls in the order in which they are listed.