Using Forms

Forms define the business records that users create, edit, search, print, and analyze in Soln. In form management, administrators create form models, control whether forms are available, and enter design pages for fields, layouts, buttons, and print templates.

Form List

Open Forms from the Work area.

The left panel shows all forms that the current user can manage. You can search by form name, API name, or form type.

Area	Description
Search Forms	Filters the form list by keyword
New Form	Opens the form creation window
Form List	Shows form name, API name, icon, and enabled status
Menu Groups	Opens the menu grouping configuration for user-side navigation

Click a form in the list to view its details on the right.

Form Details

After selecting a form, the details panel shows the form name, API name, description, icon, created time, and updated time.

The top-right actions provide entry points for form design and management:

Action	Description
Field Design	Configure fields, field types, validation, display, and field behavior
Layout Design	Configure page layout and runtime form arrangement
Button Design	Configure form buttons and related actions
Print	Configure print templates for the selected form
More	Enable, disable, copy, or delete the selected form

Only actions allowed by the current user's permissions are shown.

Create A Form

1. Click New Form
2. Enter the Form Name
3. Enter the API Name
4. Choose an Icon
5. Add a Description when needed
6. Click Create Form

Field	Required	Description
Form Name	Yes	Display name used in the form list and runtime pages
API Name	Yes	Stable technical name used by integrations, scripts, and form data APIs
Icon	Yes	Icon shown in form menus and lists
Description	No	Explains the business purpose and lifecycle of the form

New forms are created as custom forms. After creation, configure fields before enabling the form for users.

Edit A Form

1. Select a form in the list
2. Click the edit action in the form list
3. Update the form name, icon, description, or enabled setting
4. Click Save Changes

The API name cannot be changed after the form is created. If the form is a system model form, it cannot be edited from this page.

Copy A Form

Use copy when a new form should start from an existing form's fields and configuration.

1. Select the source form
2. Open More
3. Click Copy Form
4. Confirm the copied form name and API name
5. Choose how field API names should be copied
6. Click Copy Form

Field API Name Mode	Description
Copy field codes as-is	Keeps field API names from the source form
Regenerate field codes	Creates new field API names for the copied form

The copied form is disabled by default. Review fields, layout, buttons, and print templates before enabling it.

Enable Or Disable A Form

Use the More menu to enable or disable a selected form.

Status	Effect
Enabled	Users can access the form from runtime menus when they have permission
Disabled	The form is hidden from normal runtime use but remains available for management

Before enabling a form, configure at least one visible and enabled identifier field. Soln uses the identifier field to display records clearly in lists, references, and related pages.

System model forms stay enabled and cannot be disabled from this page.

Delete A Form

1. Select a disabled form
2. Open More
3. Click Delete Form
4. Confirm deletion

A form must be disabled before it can be deleted. System model forms cannot be deleted.

Delete forms only when the form and its data are no longer needed by runtime pages, reports, or business processes.

Enter Design Pages

Form management is the starting point for related design pages.

Design Page	Use It To
Field Design	Add fields, configure field behavior, and define the form data model
Layout Design	Arrange fields and sections for runtime create, edit, and view pages
Button Design	Configure business actions users can trigger from the form
Print	Create and maintain printable templates for form records

Select the form first, then click the corresponding action in the details panel.

Menu Groups

Menu groups control how forms, apps, and dashboards appear in user-side navigation.

1. Click Menu Groups at the bottom of the form list
2. Click New Group
3. Enter the group name
4. Choose the group icon
5. Add forms, apps, or dashboards to the group
6. Drag groups or menu items to adjust order
7. Click Save

Item Type	Description
Forms	Runtime forms available to users
Apps	Workspace apps shown in user-side navigation
Dashboards	Dashboard pages shown as menu items

Items that are not added to a group remain in Ungrouped menu items. You can also adjust the order of ungrouped items.

Recommended Workflow

For a new business form, use this sequence:

1. Create the form model
2. Configure fields in field design
3. Configure layout for runtime pages
4. Configure buttons when business actions are needed
5. Configure print templates when records need printable output
6. Enable the form after the identifier field and runtime layout are ready
7. Add the form to a menu group if users need it in navigation