Adding Forms, Flows, and Reports to a Designer FolderLast Updated: 07/28/2016 Introduced in Verision: 2.0
Every Designer folder contains buttons that allow you to create entities in that folder, such as forms, flows, or reports.
To add an entity to a Designer Folder, navigate to its folder, click the respective button to create the entity, and then to open the Designer to build the entity.
In the example, we will:
- Create a Designer Folder.
- Add a form to the designer folder.
- Add a flow to the designer folder.
- Add a report to the designer folder.
Begin in the portal by creating a Designer folder. From the Actions menu, select Add > Designer Folder [Root]. By default, all Designer Folders are saved at the root of the Folders tree, however they can be moved within another folder as desired.
In the resulting Add Root Folder pop-up, type a name for the new Designer folder and then click OK.
The new Designer folder appears in the Folders tree. Click on the folder.
In the resulting New Form pop-up, name the form “Contact Info Form” and click OK to open it in the Form Designer.
In the Toolbox panel, locate the Text Box component from under the Data category, and drag one to the workspace.
Back in the Designer s folder, add a new flow by clicking the Create Flow button.
In the resulting New Flow pop-up, name the flow “Customer Information” and click OK to open it in the Flow Designer.
The Flow Designer appears displaying the basic flow template by default in the workspace. The Flow Designer contains the Toolbox, Properties, Messages, and Explorer panels on the right, and a workspace in the center in which components are added by dragging and dropping them from the Toolbox. Components added to the workspace are referred to as “steps.” When a step is selected, the Properties panel changes to reflect the configuration for that particular step. Without a step selected, (as shown below) the Properties panel reflects configuration at the flow level.
In the Toolbox panel, locate the form just created and drag it to the workspace. It can be found under the category Forms [Interaction] > [Current Folder].
Back in MyDesignerFolder, add a new report by clicking the Create Report button and selecting Create Report.
The Report Designer appears displaying the basic report template by default in the workspace. The Report Designer contains the Toolbox, Properties, Messages, and Explorer panels on the right, and a workspace in the center in which columns are added by dragging and dropping them from the Toolbox. The Sources and Filters panels appear above the workspace. Sources and filters are added to these sections by dragging and dropping them also from the Toolbox.
Begin designing our report by dragging a data source to the Sources list. For this example, the report will simply use data about the folders in our system. Find Folder Data Source in the Toolbox panel, under the category Data Sources > Common Data Sources. Then drag Folder Data Source to the Sources list.
To report data about some selected properties of our folders, click on the each of the following columns and click Create to add the fields to the Results tab: Entity Name, Folder Type Name, and Nesting Level. This completes the report; save it and close the Report Designer.
Our three new entities – the form, flow, and report – will always be found in the folder MyDesignFolder, unless we choose to move them elsewhere.