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Home • Help • A0 • Customization Tools • FirstClass Designer • LDR1027
 



About customizing forms
FirstClass contains a set of standard forms that are available to all users. Copies of these forms are contained in the Example.fc resource file that ships with FirstClass Designer. You can use these copies as bases for your customization.
Each form has a unique resource ID. FirstClass uses this ID to ensure, for example, that a message form used by a recipient to view a message is the same as the form used by the sender to create the message. When you open Example.fc in FirstClass Designer, you see the resource IDs for all the standard forms.
2152006_13341_0.pngIf you want to use a custom form with the Internet Services component of FirstClass, you must also create an HTML template of this form.



Editing forms
To edit a form:
1       Open the resource file containing the form in FirstClass Designer.
2       Double-click the form in the resource list to open it.
3       Edit the form as required.



Moving the split bar
The split bar separates the message or document envelope from the body. You can drag the split bar up and down just as you do in the FirstClass client.
You can also have forms that consist entirely of an envelope (if you do not want users adding free-form text in a body) or entirely of a body (if there is no information that makes sense in fields, or you want to hide the envelope by default).


To
Do this
make a form show just an envelope
Turn off the split bar by choosing Form > Split Bar.
You can choose this command again to turn the split bar back on.
make a form show just a body
Drag the split bar completely to the top.




Customizing the FirstClass Login and Logoff forms
You can create customized versions of the FirstClass Login and Logoff forms. As for all other standard forms, copies of these forms are contained in the Example.fc resource file, and you can customize these copies. Be sure to keep the same resource IDs as the originals.
7202010_20004_0.png        Note
You can't change the icons or titles of these forms. Any changes you make to these elements will not show up in the client.



Creating new forms by copying existing forms
The easiest way to create a new form is to copy an existing form that has many of the fields you need. You can copy an existing form from one resource file to another just as you would copy any other resource.



Creating new forms from scratch
To create and open a new form:
1       Use FirstClass Designer to open the resource file to which you want to add the form.
2       Choose Form > New, then the category to which you want to add the form.
For descriptions of form categories, see the information on the "Range" field below.
3       Add fields to the form.
4       Close and save the form.
5       Set form attributes.
This is where you name your form and give it a resource ID.



Adding background colors to forms
81203_42935_18.png        Tip
If you add a background color or picture to a form, preview the completed form to be sure the background doesn't obscure the fields.
You can give your form a solid color background or a gradient color that changes gradually to a second color from the top to the bottom of the form.
To add a background color:
1       Go to the Sizes/Colors tab of the Field Attributes form.
Make sure no fields are selected.
2       Update "Color" in the Background section of this tab.
Select whether you want a solid or gradient color. Then choose the background color. If you choose gradient, you are also asked to select the color that will appear at the bottom of the form.



Adding background pictures to forms
You can add a picture to the background of your form. This picture can appear once, in the upper left corner, or be tiled.
The form background is actually a pointer to the selected picture resource. Because it is a pointer, not a copy of the actual resource, the resource must be available when users view the form. This means that if you select a custom picture, this custom resource must stay in the resource file or be stored on the server.
To add a background picture:
1       Go to the Sizes/Colors tab of the Field Attributes form.
Make sure no fields are selected.
2       Update "Image" in the Background section of this tab.
To display the picture just once, choose Image. To tile the picture, choose Tiled Image. Then specify the picture's resource ID and type (to be sure you are selecting the right resource, because there can be different types of resources with the same resource ID).



Testing forms
To see how a form will appear to your users, choose Form > Preview Form. This command displays the form without the field boundaries that are displayed when the form is in edit mode. While previewing the form, you can enter data into fields, click buttons, and display selection lists. You can't close the form. To quit preview mode, choose Form > Preview Form again.
To see what a form will look like to users who don't have permission to edit it, choose Form > Protected Mode. To quit protected mode, choose this command again.



Ways to save your work
To avoid losing your work, you should save the form frequently. You can save forms in the following ways:


To
Do this
save the current form and continue editing
Choose File > Save.
save all open forms and continue editing
Choose File > Save All.
save the form when you are finished editing
Close the form and click Save.
save forms automatically when you close them
Select "Save form when closed" in your preferences.
Be cautious about selecting this preference, because it removes the option to discard your changes to a specific form.




Setting form attributes
When you close a new form, the Properties (Windows) or Info (Mac) window opens. Assign form attributes in this window.
7202010_20004_0.png        Note
To access this window for an existing form, select the form, then choose File > Properties (Windows) or Get Info (Mac).
4132006_24200_0.png


Type
Choose one of the following:
User Form
Includes the form in the client's Message > New Message Special or File > New Document Special menu.
Form Template
For all other forms. The form does not appear in menus. This is commonly used for additional forms for a database extension.
Form Stationery
Makes the form either stationery or the main form for a database extension. The form does not appear in menus.
Toolbar
Uses the form as a category in the Customize Toolbar form in the FirstClass client.
Name
The name that appears in the forms list.
Title
The name that appears in the form's title bar.
Range
The category to which the form belongs.  Each form category has a range of valid resource IDs associated with it. These are the available form categories:
Local Form
General-purpose forms that are displayed in the Message > New Message Special menu. Valid resource IDs are 1000 to 1999.
Document Form
Forms that can't be addressed. Valid resource IDs are 2000 to 2999.
User Forms with these IDs are displayed in the File > New Document Special menu.
Registered Form
General-purpose forms that are displayed in the Message > New Message Special menu. You can use Registered Form and Local form interchangeably. Valid resource IDs are 6000 to 6999.
Database Query
Forms used to enter queries using database extensions or FirstClass Application Services applications. Valid resource IDs are 8000 to 9999.
Database Hit List
Forms used to return the results of database queries. Valid resource IDs are 10000 to 10999.
Reserved
2102006_35208_0.png Reserved for FirstClass. Do not create forms of this type.
Toolbar
ID
The resource ID number. To automatically generate a unique resource ID, click Unique ID. If you assign your own resource ID, it must be valid for the form category you chose at "Range".
If you want this form to replace one of the standard forms, type the resource ID of the standard form.
Icon
The icon that will represent this form. To change the icon, click it, then choose a new icon from the popup menu. To delete the icon, press Delete.
Style
The way you want this form to appear:
Standard
A normal window.
Nonresizable
A window that users can't resize.
Floating
2102006_35208_0.png Applies when you run FirstClass in MDI mode.
A window that is independent of the parent window.
Floating (No Frame)
Like a splash screen.
Menu
Whether the form will include the FirstClass menu (Default Menu) or not (No Menu).
Character set
The character set of the text on the form. This should be the same character set as that on the server where the resource file will be used.
Do not run field control when form loads
Prevents any field control code that you have specified for the fields on this form from running when the form is first opened. Field control code only runs when users change values on the form.
Form position
The location of the top, bottom, left, and right sides of the form, as well as the form's height and width in pixels.