Sample Screen Design
This section provides an example of designing a screen, so that you can learn how the pieces fit together. Let’s assume you want the screen to look like this.
Note: The following example helps you understand how to create a simple data entry screen. It does not explain how to save a screen so that a user can enter data into it. When you are ready to create a screen, ask your system administrator to help determine a method for saving it and making it available to users for data entry.
To create such a screen, follow these steps.
1. Sign on to the Ektron CMS400.NET Workarea as an administrator or a Smart Form administrator. See Also: Defining Roles
2. Go to Settings > Configuration > Smart Form Configurations.
3. Click Add (
).
4. Assign the form a title. For example, Sample Smart Form.
5. Click Save (
).
6. The screen refreshes and the editor appears.
7. Reviewing the screen design (shown above), you notice that the fields are surrounded with a box and a caption. To achieve this, click Group Box (
). Then, complete the dialog as shown below.
Note: Later, each field on the dialog is documented. Since this section provides an overview, it does not delve into those details.
At this point, the screen looks like this.
8. The first field, Street, should let the user enter text. So, place the cursor into the Address box and type Street.
9. Place the cursor to the right of Street and click Text Field (
).
10. Complete the dialog as shown below.
Now, the screen looks like this.
11. The next field, City, should also let the user enter text. Assume City should appear below Street. Move the cursor to the end of the Street field and press <Enter> to create a new line. Then type City.
12. Click Text Field () .
13. Complete the dialog as shown below.
Now, the screen looks like this.
14. The next field, State, should let the user choose from several states. Assume you want the state list to appear to the right of City. Move the cursor to the end of the City field and type State.
15. Click Choices Field (
) and complete the dialog as shown below. Note the choice of U.S. States & Territories in the List field (below), which provides a set of those entities.
Now, the screen looks like this.
