Cool Solutions

Episode VI: Form Fundamentals


August 5, 2009 12:22 pm





Episode VI: Form Fundamentals

This week, as promised, we are going to begin building our form. Forms in Teaming are referred to as Entry Definitions because they do just that. A form defines the information entered into Teaming. Let’s start by looking at the form we drafted last week.

Click to View

We’ll use this draft as our guide while creating this form within Teaming.

We need to return to the form we created last week and begin adding the elements that are important for this exercise. Remember, you are building this form locally on your own personal workspace. To open the Form Designer, go to Manage tab and select Form and View Designers. If you created a new Form with us last week, you see it on the directory tree under Entry Definitions.

Click to View

Click the form to display the Form Designer (or Entry Designer).

This tree is very important. Last week we mentioned there are three areas to consider when creating these elements. We will cover all of that in detail over the next few weeks.

If you expand Entry Form Definition > Form you see all the things in the preview below, beginning with Title and ending with Form Buttons. Title is an important element and it is selected by default in every Teaming form. This is the name that is viewed from Teaming. If you delete this element or change the Data Name while modifying it, the Title is displayed as “no title” within Teaming. You need to change the Caption of this Title element to “Applicant Name”.

Click to View

Here’s how it’s done. Select the Title element and choose Modify.

Click to View

In the Caption field you see _title. Change it to Applicant Name, then select the check box net to Required.

Now, let’s add some form elements. There’s a place for the applicant to enter a name but we also need address and contact information. What kind of information do you want and how should you present it? First, let’s create the different text fields we know we need. Click Form > Add > Text. Type Address in the caption field.

The Data Name must not contain spaces or symbols. We recommend keeping it simple but unique from any other data name in the form. In this case we are using the Data Name “address”. Select the Required check box, then click Ok.

Repeat this process for City, State, Zip, Phone Number, Mobile Number, and E-Mail. For entries like State, you don’t need the text element to take as much space as an address, so just type 2 in the field that says Width of the Text Box on the Form (characters).

Look at your preview; all of the elements you just created are all on the bottom. You can move an element by selecting it from the drop-down list below Form. Select Move, and choose the entry nearest to where you want to move the element you selected. Teaming asks you if you want to move it above, below, or into the second element you selected. Repeat this process to rearrange the order of elements in your form.

Tip: If you have a group of elements and want to keep them together when you move them, use the layout element Box and create your elements inside of it. If you want to move this group of elements, you only need to move the Box element.

Click to View

This is what the form should look like after you move all of the elements to be under Applicant Name.

Now you need to gather some information about the job the individuals are applying for. Create two new text fields called Position Sought and Desired Pay Range. Next create a Date element to record the Desired Pay Range. You do this in the same way you create a new Text element: click Form > Add > Date. We know the Caption is Available Start Date. The Data Name you enter is available_start_date. Leave the current date as the initial date and select the Required check box. Select Ok.

One more element that we’ll create this week is the Radio Button. This element is used when you want users to select only one item from a list. Click Form > Add > Radio Buttons, then specify a caption stating Type of Employment Desired. The data name is type_of_employment_desired and we’ll leave the Horizontal setting by default. Now select Form > Radio Buttons – Type of Employment Desired > Add > Radio Button. To define the first item in the list of radio buttons. Use a caption of Full Time and the data name full_time, then click Ok. Then create two more buttons for Part Time and Either.

These elements are again created at the bottom of the form. Move them to be under E-Mail.

The Attachment elements needs to have a different name. Click Attachment on the directory tree under Form and select Modify. Change the Caption only, so it says Resume Attachment.

Teaming has two other selection options that are similar to radio buttons. Selectboxes, are drop-down boxes that give the creator the option to limit the viewable selections. Selectboxes can also be limited to a single selection or they can have multiple selections. In addition to radio buttons and select boxes, you can also use check boxes, which are independent yes/no or true/false selections.

We’ve done a lot for the form! In the next couple of weeks, we’ll continue customizing this form. We’ll demonstrate more layout elements and options in future episodes. Be sure to tune in.

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