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Working with the Form Editor

When you open a form from the Service Panel, a second tab will open, displaying the form in the Form Editor. This is where you design your form:

The form editor consists of different areas:

(1)Form Editor

(2) Form Toolbar

(3) Elements Toolbar

(4) Designer Panels

form_view.png

Customizing the Form Editor

You have several options to adjust the form editor. When you open the editor for the first time, the default view is displayed:

  • The Form Editor is displayed in the center

  • Four Designer Panels are shown in the left sidebar

    • The Service Panel

    • The Controls Panel

    • The Attributes Panel

    • The Validation Panel

form_view_panels.png

Refer to Customizing Editors and Panels for detailed information about panel management in general.

The Toolbars

Two toolbars are available for working with the form editor:

The Form Toolbar

The form toolbar assists you during modeling on the form editor:

form_toolbar.png

The following table explains the available tools:

Tool Icon

Tool Name

Description

bpmn_toolbar_toggle_grid_icon.png

Column layout

Change the number of columns in the form. Split the form from one to six columns:

colum_layout_open.png
bpmn_toolbar_export_icon.png

Export

Use this icon to export your form in JSON format.

bpmn_toolbar_share_icon.png

Share

When you click option Share, the URL of your form is copied to the clipboard, and you can paste it elsewhere, for example to an email.

bpmn_toolbar_go_to_icon.png

Select in service panel

Use this option to highlight the corresponding class in the Service panel.

bpmn_toolbar_undo_icon.png

Undo

Undo the previous action you performed in...

  • ... one of the Designer editors (except mapping editor).

  • ... the Implementation folder of the service panel.

If you click Undo in one of the Designer editors, this may also have an effect on the Implementation folder in the Service panel if you performed your previous action there.

bpmn_toolbar_redo_icon.png

Redo

Redo your previous action (after undo).

The Elements Toolbar

The elements toolbar contains all form elements that you can create on the form editor. By default, the elements toolbar only displays the icons of the available form elements. But you can also expand the toolbar using option Collapse at the bottom. In its expanded version, the names of all elements are also displayed:

form_elements_toolbar.png

In chapter Supported Form Elements all elements and their specific properties are described.

To add a new form element to your form, drag the element from the toolbar and drop it on the form editor:

To cancel the operation, press the Esc key.

Refer to Adding Form Elements for further details.

The Form Context Menu

A context menu supports the user during the creation of a form:

Tools Context Menu

Icon

Description

If you right click on an element, the tools context menu opens. Use it to edit the current element.

bpmn_cm_select_all.png

Select all elements.

bpmn_cm_delete.png

Delete the selected element(s).

bpmn_cm_copy.png

Copy the selected element(s).

bpmn_cm_cut.png

Cut the selected element(s).

bpmn_cm_paste.png

Paste the selected element(s) to the form.

Shortcuts

You can also use shortcuts on the form editor:

Shortcut

Description

Esc

Pressing the Esc key aborts the following processes:

  • adding a new element

  • closing a dialog

  • changing the name of an element

  • changing in the Attributes panel

  • selecting a date

Del

Press  Del  to remove selected elements from the diagram pane.

Ctrl + Shift + D

Closes all tabs and switches to the Explorer tab.

Ctrl + 1, 2, 3 ... 9

Opens the tab corresponding to the chosen number. The first nine opened models are offered for activation. Press a number to activate the corresponding form and bring it to the foreground.

Ctrl + Z

Undoes previous editing steps.

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