VISUAL PLANNING 5.3 DOCUMENTATION

Form

DEFINITION

A form is used to add information in the events in a structured way.

It is therefore increased by an event and appears as an additional tab in the event to which it is attached.

An event can have only one form.

This form has one or more headings.

The forms are then used in the same way than other properties of the event: they are viewed, printed and may serve as data for Event Reports and Event Filters

Thus a Form allows no to create dimensions for some characteristics of an event.

SETTINGS

Setting a form occurs in three steps:

  1. Create the form
  2. Create the headings of the form
  3. Assign a form to a rule creation

Create a form

In the Global Settings panel, perform a Right click on Form> Create Form

The lower part opens:

Settings of a form

This is to specify the characteristics of the form, then confirm by clicking OK

Thereafter, it will be necessary to define the headings of this form.

This setting is also accessible by another entry point (see Global Settings).

The following characteristics are to be completed:

Name

This is the name of the form.

Description

This is an optional description to describe the usefulness of this form.

History

It is the date, time of last modification of the form or its headings, and the login of the user who made the last change.

This property is updated automatically.

Required headings

The required fields are chosen among the heading list of the form. It is therefore necessary to define them back after the creation of these headings.

Create a heading for the form

The creation of a heading for the form occurs in the same way as a heading for a dimension.

You must go to the panel General Settings> Right Click on the name of the form> Create a Heading

The lower part opens:

You must fill in the characteristics and then click on OK .

Types of headings possible for a form are:

cf. Heading

It is not possible to assign a single identification key heading. The same information in several forms to the events attached could be filled.

Assign a form to a creation rule

After creating the form and its headings, you must assign it to a creation rule.

To assign a form to a creation rule of events, you must change the settings of it and choose the form in the list.

cf. creation rule

Modify a form

The modification of a form involves an important change in the planner's architecture.
It is a powerful act of setting which should not be made without consideration.
(c.f. precautions to take when modifying the settings)

Change general characteristics of a form

Possible changes are:

  • Name modification
  • Description modification
  • Required headings modification

cf. Create a form

Modify headings of a form

Possible changes are :

  • adding a heading
  • duplicating a heading
  • modifying a heading
  • deleting a heading

cf. Set-up a heading

Delete a form

Deleting a form implies possible change in the planer architecture.It is a strong act of setting which should not be made without consideration.

(c.f. precautions to take when modifying the configuration

To delete a form, open the General Settings panel, and make a Right click on Form > Click on the form > delete.

The following message appears :

Finally, you must click OK to confirm your deletion.

Use

Enter values in the form of an event

The display of the form in the Properties window of the event results by a new tab.

To enter the different values of the form, you must right click on the event> Edit> Form

It is then possible to enter the value of each heading.

To confirm, simply click on the OK button.

Assign a form to an event

Form can be automaticaly attached to event if its creation rule was set like that. (cf. above)

It is also possible to assign a form to an event or directly change the attached form.

To do this, simply make a Right click on the event > Edit > Assigned Form , then choose the form.

Visualize

Datas in a form may be displayed:

Use by other functions

Form's headings can be used:

Print/export
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