Form Layout allows several individual panes to be docked in a single work space to make the best use of that space. Panes can be docked, resized, and even made to “float” on top of the work space (A floating pane is one that is not docked to any side). This versatility enables you to arrange your screen in a way that best fits your workflow.
When you click and drag a pane (from its blue title bar) to another area of the work space, a docking “compass” displays to guide you. The compass has 8 arrows: 4 in the center of the window, and 4 at the outer edges.
The outer arrows assist you to easily position the pane to the top-most, bottom-most, far-left, and far-right areas of the work space. The center arrows assist you in positioning the pane to a specific area (of your choosing) within the work space. A shaded outline shows you the general area where the pane will be docked.
Docking a Pane
To dock a pane within the work space:
1. Double-click on the blue title bar of the docked pane.
The pane is now positioned on top of the work space (“floating”).
2. From the blue title bar, click and drag the pane until the compass displays.
When the pane you are dragging reaches the area where you want to dock it, the designated area is shaded.
3. Position your cursor over the arrow and release the mouse.
Your pane is now docked.
You can resize a docked pane by clicking on or between two panes.
A floating pane is one that is not docked to any side and “floats” above the work space. You can work in a pane while it is floating within the work space, or from its floating position, you can drag it to be docked within your work space.
Show / Hide Panes Ribbon Group
Depending on how you work, you sometimes may want more (or need less) work space within a record. Using Show / Hide Panes, you can free more space by hiding certain panes that you do not routinely work with. When needed, you can show hidden panes by “un-hiding” from the work space.
Panes that are docked within the work space are shown here as white with black text. Panes that are hidden from the work space, are shown as gray with white text and display (Hidden).
Hiding a Pane
There are several ways to hide a pane:
· Click the ‘X’ in the upper-right corner of the pane.
· Right-click the blue title bar of the docked pane and select Hide from the drop down menu.
· Within the Show / Hide Ribbon Group, single-click on the name of the pane you wish to hide.
With any of these options, the name of the pane within the Show / Hide Ribbon Group will change from black to white, and will display (Hidden).
Retrieving a Pane
To retrieve a pane (or multiple panes) that you’ve hidden:
· Within the Show / Hide Ribbon Group, single-click on the name of the hidden pane.
The pane is now re-docked to its previous position prior to being hidden.
Form Layout Ribbon Group
· Set From Last – (default) sets the panes within the work space to the last layout that was used.
· Save Preferred Layout – saves the current layout as preferred.
· Set From Preferred – brings up current saved preferred layout.
· Set From Default – reverts to default layout.
· Save Admin Layout – saves layout for Admin (*must have Admin permission).
· Set From Admin – sets to saved Admin layout, this selection allows your layout to look the way your administrators layout is setup.
· Initial Layout – sets the layout that is used when record is opened. Options for Initial Layout are:
o Layout from Default
o Layout from Last
o Layout from Preferred
o Layout from Admin
· Import – allows you to import a layout.
· Export – allows you to export a layout.
Your administrator layout is saved within the cairs.net database and is shared for all users to use. Within System Settings, the “Set Default Layout to Admin Layout” should be set to true to force all forms to open in the administrator’s layout.
Saving / Sending / Sharing Layouts
You can save a layout that you created within your own work space.
· Delete – deletes your personal layout.
· Rename – renames your personal layout.
· Overwrite layout with current data – allows you to save the current layout as a Personal Layout.
Exporting a Layout
You can export a saved layout for sharing (Ex. To share with another User or to share to a website).
1. From the Form Layout Ribbon Group, click Export.
2. From the Save Layout As. . . window, create a File name for your layout. It is now saved to the cairs.net client.
Importing a Layout
You can import a layout from another User. From the Form Layout Ribbon Group, click Import.
FORM LAYOUT SETTINGS
Both settings default to False:
· Default Form Layout To Admin Layout – If set to true, when User opens any form, it will be set up the way the System Admin, but if not – defaults to Default.
· Require Permissions For Form Layout – If set to true, User has permission in their profile to change their layout.
System Admin > Security > Profiles
1. Open a Profile.
2. From the Show Ribbon Group, click Menus and Actions.
3. Open any area that has Form Layout ability (ex. Configured Sets).
4. Under the Action privileges pane go to Form Layout.
5. Select Allow Update.