Salesforce

How Do I Keep the Design of a Form for Future Re-use? (Magic xpa 3.x)

« Go Back

Information

 
Created ByKnowledge Migration User
Approval Process StatusPublished
Objective
Description

How Do I Keep the Design of a Form for Future Re-use? (Magic xpa 3.x)

Report forms are very easy to create in Magic xpa. However, if you want to standardize forms, or save complex forms for re-use, you can do this by using form templates.

Saving a form as a template

  1. Open up the form you want to save as a template.

  2. Select Options->Create Template.

  3. When the file dialog box appears, give the file a name. The default extension is .mft.

  4. Click Save.

Using a template form

  1. Go to the form in which you want to add the template.

  2. Select Options->Load Template.

  3. When the file dialog box appears, select the template you want to use.

  4. Click Open.

The template will be loaded on your form. The controls will all be on the form as in the original form. You will still need to attach them to the variables that exist in this task.

Note:

Another good way to standardize your forms is to use form and control models. These not only allow you to build forms that all look alike, it also gives you the ability to change your standards and have all the existing forms and controls change automatically to meet those standards.

Reference
Attachment 
Attachment