About the Form Template Services

Form Template functionality uses the following services:

  • Form Templates Service: This service stores the templates that define the appearance of each form in Aptify (except for Viewer forms). Each form has one or more templates associated with it. There are three types of Form Templates records:
    • Top Level Form Template: This record is a container that defines the entire form.
      • Top Level forms are identified when the Is Top Level option is selected, which appears on the Form Templates record's General tab.
      • In Aptify, a Top Level Form Template typically has a name in one of these formats: [Entity Name].Form or Standard Aptify [Entity Name] Form.
      • Any new generated forms the system creates will use the [Entity Name].Form naming convention.
         
    • Tab Sub-Template: This record is a container for the tabs that appear on a form.
      • In Aptify, a Tab Sub-Template typically has a name in one of these formats: [Entity Name].Tabs or Tab Sub-Template for the [Entity Name] Entity.
      • Any new generated forms the system creates will use the [Entity Name].Tabs naming convention.
         
    • Tab Template: A Tab Template defines what fields appear on a tab.
      • In Aptify, a Tab Template typically has a name in one of these formats: [Entity Name].Tabs.[Tab Name] or [Tab Name] Tab - [Entity Name] Form.
      • Any new generated forms the system creates will use the [Entity Name].Tabs.[Tan Name] naming convention.
         
  • Form Template Parts Service: Each Form Templates record contains one or more Form Template Parts. This service defines the items that comprise each template. The applicable parts depend upon the type of Form Template:
    • For Top Level Form Templates, parts typically consist of a Tab Sub-Template Part and, in some cases, a Top Area part.
    • For Tab Sub-Templates, parts typically consist of Tab parts.
    • For Tab Templates, parts typically correspond to fields that implement a specific Form Component (such as a Text Field for a Name field).
       
  • Form Template Part Categories Service: This service groups together related Form Template Parts. Typically, categories are created on a per-entity basis. The Aptify Baseline Form Template Generator creates Form Template Part Categories as needed using the following convention: [Entity Name] Form Parts. See Creating Form Template Part Categories and  About the Form Template Part Categories Form.
     
  • Form Components Service: This service defines re-usable components, such as the text field and link box, that are the building blocks for all forms. Each component specifies a series of Input Properties. Parts that use a component specify values for these Input Properties to display the desired information.
     
  • Form Component Categories Service: This service groups together related Form Components. See Creating Form Component Categories and About the Form Component Categories Form.
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