Manage Form Relations

Filter the forms relations meeting a certain criterion in one shot. Provision to display the set of form relations based on the selected Tenant.  It comes with various options such as define filters, advance filters or view. It displays the primary form relation information such as ID, Form Relation name, Description, Source Module, Source Form, Target Module, Target Form and so on. 

View

You can view the list of configured forms using following options:

• Grid
• Filters
• Search

To view the list of configured forms, perform the following steps:

1. Navigate to Design Studio, select the required application and module. 
2. Click Form Designer > Form Relations. The Form Relations list page is displayed. A sample screenshot is shown below:Figure: Form Relations List Page - Filters, Grid, Search
   It displays the list of configured form relations. A specific list of forms relation can be viewed based on applied filters or search criteria. 

Grid

Manage the visual balance of the displayed information using two different views.

To view Form Relations list page in list view, perform the following steps. 

1. On the Form Relations list page, click Grid icon on the top right corner just above the list of forms. It displays all configured forms in a grid view. The information for an individual form is displayed in tabular form.
2. On the Form Relations list page, click list icon on the top right corner just above the list of forms. It displays all configured forms in a list view.
   

Filters

You have the provision to apply filters on all of the columns or on an individual column. This functionality allows you to control the exclusion or inclusion of specific data as per your requirement. You can focus on the required data with better analyzation.

On the Form Relations list page, click Filters icon on the top left corner just above the list of forms. You have the provision add new filters or to use saved view with pre-defined filter conditions.

 Add Filter

You can add new filters as per your requirement with available options of fields and operators. You can also delete any specific filter using delete icon if not required any more. 

To add filter, perform the following steps:

1. Click Filters icon. The following pop up is displayed:Figure: Filters
   
   
2.  Click Add Filter. The following screenshot is displayed:Figure: Add Filter

Advanced Filter

The Advanced filters allows you to define filter conditions at more granular level with additional filter options.

1. Click Advanced Filter icon to add advanced filters. A sample screenshot is shown below:
   Figure: Advanced Filter
   
   
2. Click Add Filter Set. A sample screenshot is shown below:
   Figure: Advance Filter - Conditions

The following table describes the fields and description of Advance Filter pop-up.

Field Name	Description
General
Field	Select the field from the available list of options.
Operator	Specify the operator for the condition. Available options are as follows: Is  Contains Equals Does not contain Not Equals (!=)
Value	Specify the field value for the selected operator.
	Click Delete icon to delete any filter conditions.
	Click Add icon to add one more row to add filter conditions.
Clear All	Click Clear All to remove all filter conditions.
Cancel	Click Cancel to remove a specific filter condition.
Apply	Click Apply to remove apply a specific filter condition.

The applied filters count is displayed on the top along with filter icon. It will provide a quick reference to the applied filters. A sample screenshot is shown below:

Figure: Filters Count

You can apply filters on individual columns as well as per your requirement.

To apply filters on individual columns, perform the following steps:

1. On the list page, click the filter associated with individual column. A sample screenshot is shown below:
   Figure: Filters - Individual Column
   
   
2.  Specify the filter criteria based on your requirement. A sample screenshot is shown below:Figure: Filters - popup
   
   
3. Click the Filter icon to view the following filter options. Select the March All or Match Any option from the list to filter the data based on the condition selected. The Match All option is selected, by default.
   
   
4. Select the option to compare the data based on the conditions. Available options are as follows:
5. • Starts With
   • Contains
   • Not contains
   • Ends with
   • Equals
   • Not equals
   • Less than
   • Less than or equal to
   • Greater than
   • Greater than or equal to
   • Date is 
   • Date is not
   • Date is before
   • Date is after
   • Active
   • Not Active
     Note

     The following filter options are available for numeric column values:

     • Less than
     • Less than or equal to
     • Greater than
     • Greater than or equal to

     The following filter options are available for date column values:

     • Date is 
     • Date is not
     • Date is before
     • Date is after

     The following filter options are available for toggle switch Active:

     • Active
     • Not Active 
6. You can click Clear to clear the configured filter and click Apply to set the filter condition.

Search

The Search function enables you to search the configure form(s). You can click the search icon and type the form(s) which you want to search.

In the Form(s) listing page, click Search icon and type the required form(s) which you would like to search. The application displays the result in the result section for the typed form(s). A sample screenshot is shown below:

Figure: Form Relations List Page - Search

Click X (close icon) to clear the searched criteria entered.

Edit Form(s)

The edit form(s) enables you to edit configured form details based on the requirement.

To edit form(s) details, perform the following steps:

1. Navigate to Design Studio, select the required application and module. 
2. Click Form Designer > Form Relations. The Form Relations list page is displayed with a list of form relations for the selected Tenant. A sample screenshot is shown below:Figure: Edit Form Relations List Page
   
   
3.  Click the ID hyperlink to view the configured details for the form relation.
   Figure: Form Relations Details Page
   
4.  Edit the required details of the form relation and click Save and then click Submit after mentioning the required details.

The pagination will be displayed for more than 25 records. You can activate or deactivate any record using the Active toggle switch.

Dynamic Display of Form Relations

The Form Relations list gets displayed based on the Tenant selection. The list gets changed dynamically based on the Tenant selection. It ensures that the end user sees only the relevant form relations specific to a module.  A sample screenshot is shown below:

As shown in the above screenshot, there are two Form Relations specific to Information Technology Tenant. Hence it displays only the following Form Relations when Information Technology is selected as Tenant. 

It also displays the count of the form relations for a specific tenant along with the Tenant name on the top. A sample screenshot is shown below:

Figure: Count Display