CONFIGURATION

A form is configured in three stages:

  1. The form is created,

  2. The form’s headings are created,

  3. The form is assigned to a creation rule.

Creating a form

In the General Settings pane > Right-click on Form > Create Form

The corresponding part is then enabled:

Specify the characteristics of the form, then confirm by clicking on the Validate button.

It will subsequently be necessary to define this form’s headings.

The following characteristics must be entered:

Name

Give the form a name.

Description

Give a description explaining the purpose of this form. The description is optional.

History

This indicates the date and time the form or its headings were created and most recently changed, together with the login of the user who performed these actions.

This property is updated automatically.

Mandatory headings

Choose the mandatory headings from the list of headings in the form. You must therefore define them after creating these headings.

Creating the form’s headings,

The form’s headings are created in the same way as for the dimension headings.

Right-click on the name of the form > Create Heading > Choose the type of heading.

In the window that opens, type in the heading’s characteristics and click on the Validate button.

A form can have the following types of headings:

Important

In the form you cannot define a heading as being unique. The values entered in the headings may occur several times in the events with associated forms.

Assigning a form to a creation rule.

After creating the form and its headings, you can assign it to a Creation rule.

To assign a form to a creation rule, you must modify its settings and choose the form in the list.

Modifying a form

To modify a form you may have to change the planner’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

Modifying the general characteristics of the form

The possible modifications are as follows:

  • Modifying the Name,

  • Modifying the Description,

  • Modifying the Mandatory headings.

See Creating a form

Modifying the form’s headings

The possible modifications are as follows:

  • Adding a heading,

  • Duplicating a heading,

  • Modifying a heading,

  • Deleting a heading.

See Configuration of headings

Deleting a form

To delete a form you may have to change the planner’s architecture template.

Warning

This is an important configuration task and should not be performed without careful consideration.

Warning: deletion of a dimension is definitive and deletes all this dimension’s resources and these resources’ events.

To definitively delete a form, go to the General Settings pane > Right-click on the form > Delete.

The following message appears:

Finally you must click on Yes to confirm deletion.

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