Reusable Form Sections / Controls

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Daniel Parsons

• March 30, 2018 00:57

I am trying to find a way to have reusable components that can be used in multiple forms and multiple processes. These would be fairly complex controls, like a form to manage contact information, that should look consistent no matter who designs the process that uses it.

 

I found this rather old documentation that mentions subforms being reusable, but as far as I can tell, this isn't a thing that is possible at this point (in version 6)

http://agileformshelp.firmstep.com/AgileForms/Help/Field_Types 

 

I was poking around in the visual studio nx developer plugin but it doesn't look like that will get me anywhere, since I don't want to define a whole task - I want to define a form control.

 

Any suggestions? 

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  Scott Bennett

  • March 30, 2018 12:33
  • Edited

  I have been using the sub forms for the past year for exactly that purpose and if you are careful you can use the same lookup to populate them.

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  Daniel Parsons

  • March 30, 2018 17:05

  How do you get it to let you consider the subform reusable? The documentation I put a link to doesn't seem to align with realities I see (we're on NX 6.0 SP1 SU2 Hotfix 3)

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  Scott Bennett

  • March 30, 2018 17:08

  So once you create the subform and save and publish it you will find it in the control library where you can just drag and drop on to a different form

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  Daniel Parsons

  • March 30, 2018 18:33

  I may be missing something - I created, saved, published. Now I see it in the control library, but only within that 1 "application" - Do you know if I should be able to see the subform on multiple applications? (I can see for all processes within 1 application)

  And, if I edit the subform in 1 form, it doesn't seem to update in the other place I'm using it. If I edit it from the library, things like labels update, but added fields don't show up.

   

  Does this seem accurate? I'm probably going to open a formal support ticket about how this all works unless I'm just missing something obvious.

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  Scott Bennett

  • March 30, 2018 21:40

  That does seem correct. The controls cannot be shared between applications. And  the subforms need to be correct before you use them.

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  Lucas Drege

  • April 04, 2018 16:20

  Thank you Scott for chiming in! You are correct.

  As of today, subforms are reusable within an application, and as Scott mentioned, once a subform is created it is added to 'My Control Library' and can be reused across processes and forms within an application. 

  However, if any changes are made to the controls used in a subform (i.e. change in labels, properties, etc), we will need to push these changes back to the control library.  To do so, please click on 'promote to library' which will in turn reflect the changes to the other forms. 

  Hope this helps.

  Lucas 

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  Daniel Parsons

  • April 09, 2018 22:12

  Thanks! We will try that approach.

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