There are several types of fields on PM Compass tabs, such as input fields and check box fields. These instructions apply to all types unless otherwise noted.
To save your changes and return to the tab, click OK.
If you do not want to save the changes that you made, click Cancel.
See Form Designer Toolbar for a list of functions and options that you can use to design your tabs and screens.
Click a field or option name in the following list for more information.
Field/Function |
Description |
Select Single FieldsTo change a field, you need to select it. To select a field, click it or select the field name from the Properties menu list. The names that display in the Properties menu list are actual HTML IDs associated with each element. The Properties pane displays the data for the selected field. Select Multiple FieldsYou can also select multiple fields. You may want to do this to move or align two or more fields at the same time. When you select multiple fields, <Multiple Selections> displays in the Properties pane. To select more than one field, you can:
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To resize a field, first select the field. The size of the field displays in pixels in the Properties pane.
Notes/Tips
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You can move a field in one of two ways:
Notes/Tips
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You can change the label for a field. For example, you may want to change the Fax label to Fax Number. To relabel a field, select the label for the field. The information
for that label displays in the Properties pane. Enter the new
label in the Caption field
or click Notes/Tips
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To add a new field label on the tab,
click The labels you add with the Custom Label feature are not associated with any input field. Notes/Tips
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To align a single field, drag the field to the position you require. To align multiple fields, select more than
one field, then use |
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PM Compass makes the fields the same width/height as the last field you selected. |
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Only those field labels that you created
in the Designer can be deleted using the Designer. To delete a
field label, select it and click Notes/Tips
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Check boxes are fields in which you click
inside the box to select it, such as You can move a check box and change its label. You can also determine whether you want to position the caption to the left or to right side of the check box. To do this, select the check box field that you want to change, and then select True or False from the Left Align Text field in the Properties pane. |
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Drop-down List fields are fields in which you can select from a predetermined list. In the Designer, when you resize a drop-down list field; however, it does not affect the width of the opened drop-down list. |
Learn about the Form Designer toolbar
Customize form elements using the Form Designer
Work with locked, hidden, or required fields