Designing Forms

You can design a custom form for an artifact. The custom form will be available in all the child artifacts of the artifact.

To design your own custom forms, follow these steps:

  1. Go to Application Menu > Miscellaneous > Settings > Requirements Manager.
  2. Under the Specification Templates Workspace pane, click the required artifact.
  3. Click the Form Designer tab.
     
    The Form Designer tab contains the following sections
    • Data Items: This pane displays the available UI elements.
    • Properties: This pane displays the properties of the selected UI element in the form designing space.
  4. Double-click or drag and drop the required UI elements from the Data Item pane to the form designing space.
  5. Select UI elements, one at a time, and configure their properties in the Properties pane.

    6. Note: The available properties differ based on the type of UI element.

    Refer to the following table for property descriptions:

    Property

    Description

    Name

    Specifies the name of the form field.

    For example, combobox260.

    You can change it as per your requirements.

    Label

    Specifies the information of this field.

    For example, Status.

    Type

    Specifies the type of form field.

    For example, Combo Box.

    Double-click the corresponding value cell to select an option.

    Visible

    Specifies whether the field is visible in the form.

    Select the Visible check box to make the field visible in the form.

    Enabled

    Specifies whether the field is enabled in the form.

    Select the Enabled check box to make the field enabled in the form.

    Mandatory

    Specifies whether the field is mandatory in the form.

    Select the Mandatory check box to make the field mandatory in the form.

    Control Width

    Specifies the width of the control option.

    For example, 95%.

    Double-click the corresponding value cell to change it.

    Label Style

    Specifies the label text style of the field.

    Click to select a text style.

    Control Style

    Specifies the text style.

    Click to select a text style.

    Default Value

    Specifies the default value of the field.

    For example, draft.

    Double-click the corresponding value cell to change it.

    List

    Specifies the list of values applicable for this field.

    For example:

    • Draft
    • Ready for review
    • Approved

    Click to more control option and define values.
  6. Use to control:
    Form Label Width
    It enables you to modify width of the label in % specific to window.
    Form Control Width

    It enables you to modify width of the control option in % specific to window.

  7. Click to preview.
  8. Click .

    9. The Master Template Option is saved.

    Take an example of radio button:

    1. Double-click or drag and drop the Radio Button icon from Data Items to the space provided to design the form.
    2. Click the cell containing Option 1.

      3. You can view the properties of the data item.

    3. Double-click the Value cell corresponding to Label and edit it to change the Label.

      4. For example, we changed it to Gender and the form appears as shown below.

    4. Click against the List to edit radio options.
    5. Double-click Option 1 and edit it. Similarly, to edit Option 2 text in the form double-click Option 2.

      6. We edited Option 1 text and Option 2 text and entered Male, and Female respectively.

    6. Click to add more options.

      7. One row is added.

    7. Double-click the cells to enter the option.
    8. Click .

      9. The options in the form are modified.

  9. Click .

    10. The Master Template Option is saved.

  10. Click to preview.

    11. The Preview Window appears.