Form Maintenance

Use this form to create forms that can be viewed by WebView users. Forms are linked to WebView pages using the Page Maintenance form.

You can open this form from the System > WebView menu.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

The WebView Form Designer has the same options as the Report Designer, with these options:

Number of Fields

WebView is only able to display 10 columns across the page. The form opens displaying a grid, and each grid stores one field to display.

Field Properties > Main

You can type your own name into the Name field and save (click the blue disk). This creates a column heading to display when the form is viewed on the web.

Field Properties > WebView

Enter the width of a field when displayed on the web. This also creates a link to another page from the field when the form displays in the WebView module.

Column Width (px)

When you place a field on the form designer, do not drag it to the length. Instead, set the length (in pixels) on the WebView tab.

Note: A single character is approximately seven pixels wide.

Enable Drill down

Select this option to link the field to a another query or form. These options are available:

Page Type - onlineEnquiry - Select this page type to link to a query created or to be created using Greentree Desktop Explorer.
Query Collection - Select the collection on which the Explorer query is based.
Page - Select or enter the Explorer query (the option are limited to queries using the selected collection).
Page Type - onlineWebForm - Select this page type to link to a WebView form, created using Forms Maintenance.
Page - Select or enter the form to link to.
Page Type - other - Select this page type to link to a hard-coded page type.
Page - Select or enter the hard coded page. Select View Attachment to display an attachment to the linked record, or arinvoicepreview to display a PDF copy of an AR invoice.

If you select arinvoicepreview, the link must be from an AR invoice record, such as a reference field in the original query.

To view an attachment there must be an allAttachments collection section on the form. Add another section inside the collection if you require a heading. A field is required in the first section to use it for linking.