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User Interface

Form Layout

Within Form Layout you can customize the location and visibility panes that you see on the main form.  You will be able to reposition pane, show/hid panes, create personal layouts, create shared layouts, etc. 

Before you can start to customize any form, there a few behind the scenes settings that need to be determined by your administrator.  First let’s take care of the system settings, there are two that deal with form layout, they are:

·         Default Form Layout To Admin Layout – If set to true, when User opens any form, it will be set up the way your System Admin had theirs setup. If set to False, then the form will open to the default setup. 

·         Require Permissions For Form Layout – If set to true, User must has permission in their profile to change their layout. This defaults to False meaning anyone can change their form layout. 

Second, all profiles need to make sure they have the proper permissions to change the form layout. 

1.       Click the System Admin menu.

2.       In the Navigation pane, click the plus sign (+) next to Security to access the sub-menus.

3.       Click Profiles.

4.       In the Profiles list, double click the profile name.

5.       The General-Profile window opens. From the Show Ribbon Group, click Menus and Actions.

6.       At the top of the Actions Privileges pane, click on the radio button next to ‘All Actions’

7.       A list of all system actions appears, within the list find the ‘Form Layout’ and ‘Form Shared Layout’

8.       In the ‘Allows Update’ column click to add a checkmark.

9.       Within the Actions ribbon group, click on the ‘Save & Close’ button. 

Positioning Panes

When you click and drag a pane (from its blue title bar) to another area of the work space, a docking “compass” displays to guide you. The compass has 8 arrows: 4 in the center of the window, and 4 at the outer edges.

The outer arrows assist you to easily position the pane to the top-most, bottom-most, far-left, and far-right areas of the work space. The center arrows assist you in positioning the pane to a specific area (of your choosing) within the work space.  A shaded outline shows you the general area where the pane will be docked.

Docking a Pane
To dock a pane within the work space:

1.       Double-click on the blue title bar of the docked pane.  The pane is now positioned on top of the work space (“floating”).

2.       From the blue title bar, click and drag the pane until the compass displays. 

3.       When the pane you are dragging reaches the area where you want to dock it, the designated area is shaded.

4.       Position your cursor over the arrow and release the mouse.

5.       Your pane is now docked.

6.       You can resize a docked pane by clicking on double horizontal line or double vertical line between two panes.

Floating Panes
A floating pane is one that is not docked to any side and “floats” above the work space. You can work in a pane while it is floating within the work space, or from its floating position, you can drag it to be docked within your work space.

Show / Hide Panes Ribbon Group
Depending on how you work, you sometimes may want more (or need less) work space within a record. Using Show/Hide Panes, you can free more space by hiding certain panes that you do not routinely work with. When needed, you can show hidden panes by “un-hiding” from the work space.

Panes that are docked within the work space are shown here as white with black text. Panes that are hidden from the work space, are shown as gray with white text and display (Hidden).

Hiding a Pane

There are several ways to hide a pane:

    Click the ‘X’ in the upper-right corner of the pane.

    Right-click the blue title bar of the docked pane and select Hide from the drop-down menu.

    Within the Show / Hide Ribbon Group, single-click on the name of the pane you wish to hide.

With any of these options, the name of the pane within the Show/Hide Ribbon Group will change from black to white and will display (Hidden).
Retrieving a Pane

To retrieve a pane (or multiple panes) that you have hidden:

    Within the Show/Hide Ribbon Group, single-click on the name of the hidden pane.
The pane is now re-docked to its previous position prior to being hidden.


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