Editing a Form Portlet

The procedure to edit a form portlet is the same regardless of whether the form is associated with a Document Library or Input Table. The example in this procedure uses an Input Table.

1. On the DivePort title bar, select ADMIN.

2. On the context menu, select one of the following, depending on the repository associated with the form.

   • Document Libraries
   • Input Tables

   The Document Libraries or Input Tables list opens.

   

3. Locate the form or library that is associated with the form, click the Edit chevron to the left of its name, and then double-click Edit Forms.

   

   The Edit Forms dialog box opens showing a list of form portlets associated with the library or table.

   

4. Locate the form that you want to edit, click the Edit chevron to the right of its name, and then click Edit Form.

   The Edit Form Properties dialog box opens.

   

5. Click the Lock icon to unlock the page.

6. If you want to edit one or more form fields, click List/Edit Fields.

   

   The Edit fields dialog box opens.

   

   • To reorder the form fields, select the field that you want to move, and then use a drag-and-drop operation to move it up or down.
   • To add a field to the form, at the bottom right of the dialog box, click Add, and in the Add field to form dialog box, select a field, and then click OK. You can select available fields from the input table or document library.
   • To delete a form field, click the chevron to the right of the field name, and then on the context menu, click Remove.

   • To edit form field properties, click the chevron to the right of the field name, and then on the context menu, click Edit field. A list of field properties opens, which you can use to adjust the property values.

     

     Click OK.

   NOTE: Alternatively, you can remove or edit field properties from the Edit Form dialog box.

   

   1. Click a field box to select it.

      A chevron icon appears on the upper right side of the field box.

   2. Click the chevron.

      A context menu opens.

   3. Click an option from the menu.

7. To edit form properties, on the Edit Form dialog box, click Edit Form Properties.

   

   The Edit Form Properties dialog box opens.

   

8. Change the properties as you like and then click OK.

   Property	Description
   Form name	A label for the form. This name appears in the Edit Forms list and Form to use dialog box.
   Form width	Specifies the width of the form, in pixels. The default is 400.
   Form height	Specifies the height of the form, in pixels. The default, auto accommodates the selected columns.
   Background Image URL	Specifies the path to an image file on the server.
   Default row height	Specifies the height of the row, in pixels. The default is 25 pixels.
   Default label width	Specifies the width of labels, in pixels. The default, auto accommodates your data.
   Default input width	Specifies the width of the data entry boxes, in pixels. The default, auto accommodates your data.
   Convert form to Manual Placement Mode	Replaces the form Auto Placement format with Manual Placement mode. CAUTION: The undo option does not apply. In Auto Placement mode, the form fields are presented in a simple list. Edits are limited to reordering the fields. In Manual Placement mode, you can place the form fields wherever you like. Auto placement is a good way to start out with forms, but ultimately you might find that it is better to manually place fields. Manual placement mode allows great freedom in positioning the form elements on the page.

9. Click the Lock icon to lock the page.
10. Click OK to close the Edit Form dialog box.
11. Click OK to close the Edit Forms dialog box.
12. Click OK to close the Input Tables or Document Libraries list.

See also: 

• Form Portlet Options
• Creating a Form Portlet