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Forms

This section provides a comprehensive guide to using the Forms module in Synergy IDE, covering standard and advanced controls, property inspector, form creation, and layout structure.

Accessing the Forms Module​

To access the Forms module, go to the Solution Explorer and click on the Forms folder.

Forms Menu

This folder is used to manage and organize all types of forms such as Application Forms, Archive Forms, and Process Archive Forms.

Creating a New Application Form​

Right-click the Forms folder and choose New Item, then select Application Form.

Create Application Form

This form is used to design user-facing application forms that include controls, actions, and behaviors.

Creating a New Archive Form​

Select Archive Form from the New Item list to define forms used for historical data access or storage.

Create Archive Form

These forms often include view-only components and filters.

Creating a Process Archive Form​

Choose Process Archive Form from the same list when creating a form related to archived process data.

Create Process Archive Form

These forms connect to archived workflow or process data in Synergy.

Standard Form Controls​

Standard form controls include common UI elements like textboxes, checkboxes, dropdowns, buttons, etc.

Standard Controls

These are essential for basic form input and interaction design.

Advanced Form Controls​

Advanced controls offer higher-level features like combo boxes, lookups, and multi-selects.

Advanced Controls

Use these to handle complex user interactions or data-bound inputs.

User, Document, Data & Appearance Controls​

Includes controls such as user pickers, document links, date pickers, and appearance modifiers.

User Document Data Controls

These controls allow integration with documents, users, and time-based inputs.

Container Controls​

Use container controls like panels and tabs to structure your form layout effectively.

Container Controls

Containers group related controls visually and functionally.

Chart Controls​

Add charts for visualizing data directly within the form interface.

Chart Controls

Supports different types of charts like pie, bar, and line charts.

Property Inspector​

Allows configuration of the selected control’s properties such as ID, label, binding, and layout options.

Property Inspector

Every control selected from the designer is editable here.

Appearance Settings​

Configure how controls and forms look including color, font, size, and alignment.

Appearance Settings

Provides UI consistency and branding customization.

Behavior Settings​

Set form or control behavior such as visibility, enable/disable status, and data rules.

Behavior Settings

Useful for conditional UI behavior based on user actions.

Client-side Events​

Add client-side JavaScript logic for form controls to enhance interactivity.

Client Events

These are executed on the user’s browser at runtime.

Server-side Events​

Configure logic that runs on the server when form events are triggered.

Server Events

Ideal for validation, data manipulation, and backend operations.

CSP Archive Form – Create View​

This is how the Archive Form looks during design.

CSP Archive Form Create

Fields, layout and filters are placed here.

CSP Archive Form – View Mode​

Example of how the form is rendered in runtime.

CSP Archive Form View

Provides a read-only view of archived data.

CSP Process Archive Form – Create​

This view is used when designing a Process Archive Form.

Process Archive Create

Useful for showing process-related historical data.

CSP Process Archive Form – View​

Shows how the Process Archive Form appears to users.

Process Archive View

Often read-only and linked to workflow instances.

CSP Process Archive Form – DataSource​

Manage data binding of your form from this tab.

Process Archive DataSource

Allows connection to external or internal datasets.

Form Structure View​

Shows the structure tree of the form’s controls and containers.

Structure Tree

Essential for managing complex form layouts.

Form1.cs Code File​

The backend code (C#) for handling server-side logic of the form.

Form Code

Use this file for business logic, validation, and data operations.

FAQs​

How To's​