Managing Input Masks

This section describes how to create, assign, modify, and delete input masks.

Assigning Forms to Actions

This section describes how to assign a form to an action.

You must be logged in as a System Manager or System Administrator.

1. Switch to administration. In the main menu, select Customize > Input Masks.

1. In the tree area, select the node to which you want to assign a new form. You can select the action at the global level, item-specific, workspace type-specific, or workspace-specific. In this example, we only change the assignment for the item type action element for creating, editing, and moving items.

2. Drag the desired form to the corresponding node in the tree structure and drop it there.

When you create a new action element in a workspace, you do not get the default form “New Item”, but the modified form without a release field.

Creating Forms

This section describes how to create a new form.

You must be logged in as a System Manager or System Administrator.

1. Switch to administration. In the main menu, select Customize > Input Masks.

2. A new screen will appear. In the toolbar, click the “Add” button.

3. Give the new form a name and a description.

4. Click “Save” in the toolbar area. Then, in the action column on the right, click the “Edit” icon.

5. The interactive form designer is displayed with the new form. This designer supports drag & drop. Click into the top control panel to select it. The properties of the control panel are displayed in the properties window. You can move the properties window to a suitable location in the main window of the browser by selecting the blue bar and dragging the window to a new position.

6. Keep the default of 3 rows and 3 columns for this display. To add a field to a location, select the field from the field list in the properties window. Here you have selected the itemId.

7. Drag the selected field to its position in the panel and drop it there (left mouse button in the field list, drag it to the position, release the mouse button).

8. Repeat the same procedure for some more fields. You can leave blanks without any problems. You can also occupy fields with multiple rows or columns. You can add a new panel by clicking on the panel button in the toolbar. You can drag a panel to another position.

9. Change the number of rows and columns for the new window to two rows and one column.

10. Add a description field. These fields are quite large. So you need to give them more space by using only one column for the entire width.

11. Add the remaining fields.

12. Assign the new form to an action. To do this, go to Customize > Custom Forms > Form Assignment …

When you call the action, you will see your newly designed input mask. You can change the layout of your new form at any time.

Changing Forms

This section describes how to modify existing forms.

You must be logged in as a System Manager or System Administrator.

1. Switch to administration. In the main menu, select Customize > Input Masks.

2. A new screen will appear. Click on the “Edit” icon in the action column on the left for the form you want to edit. The interactive form designer is displayed.

3. Delete a field from a panel. Select the field with a left click. Open the context menu with a right mouse click.

4. Click on “Delete” in the context menu. Confirm the item in the displayed dialogue.

The field has now been deleted from the form and the space is available for another field.

5. Move a field to a new position by drag & drop. In this example, move the “Manager” field into the “Author” field and drop it there.

6. The Author field’s position is now taken over by the Manager field’s position and vice versa.

7. Add a new tab by clicking on the “New Tab” button in the toolbar.

8. Click on the new tab to select it. Change the label of the tab in the properties window.

9. Add a control panel to the new tab, and change the number of rows and columns to 2. To do this, select the control panel and change the row and column parameters in the “Properties” dialog box.

10. Add two custom fields, a multiple selection field and two regular fields. More vertical space is required for the multiple selection. Therefore, set the row range to 2. To do this, select the field by clicking on it in the control panel area. Then switch to the properties window and change the parameter for the row range.

11. When you are finished, click the “Back” button in the toolbar.

You have modified the form. Whenever the associated action is called, the new form will be used.

Copying Forms

This section describes how to copy a form.

You must be logged in as a System Manager or System Administrator.

1. Switch to administration. In the main menu, select Customize > Input Masks.

2. A new screen will appear. Click on the “Copy” icon in the action column on the left for the form you want to copy.

You have created a copy of the original form. You can now edit this new form without changing the original form.

Deleting Forms

This section describes how to delete a form.

You must be logged in as a System Manager or System Administrator.

Attention

You can only delete forms that are no longer in use! If a form is still in use, no delete icon is displayed.

1. Switch to administration. In the main menu, select Customize > Input Masks.

2. A new screen will appear. Click on the “Delete” icon in the action column on the left for the form you want to delete.

The form has been deleted from the system.