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Right-click the form object, and click Manage Sections on the shortcut menu. The Manage Related Items for Forms dialog box is displayed (see below for details).
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In the right pane, click Create. The New Item dialog box is displayed.
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Type a Name and Description for the section.
If you are creating a new section for use on an update form, do not include the text
"RevScheme" in the name of the section. If this text is included in the name, the
system treats it as an overridden section element and retrieves the next or initial
major and minor values. This can result in corrupted data.
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In the Display As box, type the section name as it should appear on the form.
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Provide values in the remaining boxes using the information below, and then click Finish to create the new section.
|
Property |
Description |
|---|---|
|
Is section visible |
Select to make the section visible in the form. |
|
Form purposes |
The type of form tab on which the section will be displayed. There can be multiple sections on the same tab that can be associated with more than one purpose so they can appear on different versions of the same form. See the table below for options. |
|
Property level access control |
Overrides the display items setting. Options are: Read only - All display items in the section are read-only regardless of their individual settings. Read/Write - All display items in the section are editable regardless of their individual settings. |
|
Collapse behavior |
Determines whether the form displays the section in collapsed or expanded mode. The options are: Auto Initially Collapsed Auto Initially Expanded Initially Collapsed Initially Expanded |
|
Dynamic section driven from column set |
Select to make the section dynamic in the form. (See Dynamic sections) |
|
Indicate what level the section is in the complex structure. |
Determines which object of a complex object to set the properties on. |
|
If specified section will be presented in a tab on the form using the name or #nnnn string. |
String in which you can enter a name for the tab. |
Once the section has been created, the display items can be added to it. See Create new display items.
Form Purpose options
|
Purpose |
Description |
|---|---|
|
Activate |
Activates a reserved document. This option is different from create because some properties set during document reservation can be read-only during activate. An example of a read-only property is Name. |
|
Copy |
Section is to be displayed on copy forms. When an object is copied, only those display items that are associated with a section that has the Copy option selected are copied. |
|
Create |
Section is to be displayed on create and copy forms. |
|
Get info |
Get Information. Section is to be displayed on Properties or Details dialog boxes. All display items are presented as read-only so the same section can be used for Update and Get information. |
|
HisRev |
Section is to be displayed on history revision forms. |
|
Query |
Section is to be displayed on query forms. |
|
Reclassify |
Section is to be displayed on reclassify forms. |
|
Revise |
Section is to be displayed on revise forms. |
|
Sign Off |
Section is to be displayed only on sign off forms. |
|
Update |
Section is to be displayed only on update forms. |
|
AttachFile |
Section is to be displayed only on attach forms. |
|
Upload |
Section to be displayed on upload forms. |
Hidden sections
You may want the form to have display items that are not shown to the user. This is achieved by not displaying the section on the form (hidden sections). To do this, leave the Is section visible check box unselected.
Dependant pick lists
The Indicate what level the section is in the complex structure is used to create a dependency between related items in complex objects to control what is actually displayed.
Example
In the above example, the tag has a relationship to both Unit and Area, but there is also a relationship between Unit and Area. When you pick a unit (for example 01), the SPFDisplayItemDependentItem relationship definition restricts the pick list to 01 areas (Area 01A, and Area 01B).