Data Entry Form: General Information
A data entry form is used for the input of records of a particular type. This topic provides recommendations and guidelines on organizing the layout of a data entry form.
The following screenshot shows an example of a data entry form. As is true of most data entry forms, the displayed form has a Summary area and a tab area with multiple tabs. The displayed tab shows a table (generally referred to as a grid in this chapter).
Learning Objectives
In this chapter, you will how to do the following when you define a data entry form:
- Organize the layout of the data entry form
- Configure the data entry form in HTML and TypeScript
Applicable Scenarios
You configure a data entry form in the following cases:
- You are migrating an existing data entry form to the Modern UI.
- You are creating a new data entry form by using the Modern UI.
Recommendations for Organizing the Layout
If the layout of a data entry form should have three slots, you can use one of the following templates:
7-10-7
if you need a short Slot A and Slot C, but you want to put long elements in Slot B17-17-14
if you need Slot A and Slot B with equal widths, but a shorter Slot C1-1-1
if you want to show three slots with similar widths
If the layout of the data entry form should have two slots, you can use one of the following templates:
1-1
if you need two slots with equal width17-7
or2-1
if you want to put a grid in Slot A and a fieldset in Slot B or if1-1
is not wide enough because you want to put very long elements in Slot A7-17
or1-2
if you want to put a fieldset in Slot A and a grid in Slot B or if1-1
is not wide enough because you want to put very long elements in Slot B
For more details about templates, see Form Layout: Predefined Templates.
The following table shows recommendations for organizing the layout of a data entry form.
Correct | Incorrect |
---|---|
If you need to show total numbers, put them in the blue fieldset
( Do not put the blue fieldset between other fieldsets. |
|
If you have multiple fieldsets with short labels and short values
in fields, put them in multiple columns and stacks by using one
of the following templates: Do not put fields with short labels and short values in fields in
the |
|
Make labels with long text longer. Try to make the labels in all
fieldsets similar in length (specify
|
|
Use a caption instead of showing a single tab. For grids, add the caption as described in Table with a Title. For fieldsets in a qp-template, use the qp-caption control. |
|
For fieldsets in a qp-template, use the
qp-caption control. |
|
Use the multiline Description field because the width of a single slot on the data entry form may not fit the field properly. For details, see Form Layout: Configuring a Multiline Text Box. | |
Show full-width grids without a gray background. | |
UX and Functional Guidelines
The form design should be tailored for screens with a resolution of 1280 x 720.
The number of the data entry form should start with 30. For details, see Form and Report Numbering.