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Toolbox How To's

How to's for the Toolbox guide.

How To Add And Configure Charts In A Form​

  1. Open your form design.
  2. Locate the “Chart Components” section in the Toolbox.
  3. Drag a component like BarChart or PieChart to the form.
  4. Set up the data source and chart configuration from the Property Viewer.

How to Add UserMetadata or DocumentMetadata to the Form​

  1. Open your form and go to the “User and Document Data” category in the Toolbox.
  2. Drag the UserMetadata or DocumentMetadata component onto the form.
  3. Bind these components to appropriate fields or variables in your data model.

How Does The Toolbox Behave In Different IDE Contexts​

  • Form file open: Toolbox shows form controls.
  • Flow file open: Toolbox shows flow-related components.
  • Only code files open (TS, CS, CSS): Toolbox is disabled or hidden. You can reset the Toolbox visibility from the View menu if it disappears.

How Does The Toolbox Behave In Different IDE Contexts​

  • Form file open: Toolbox shows form controls.
  • Flow file open: Toolbox shows flow-related components.
  • Only code files open (TS, CS, CSS): Toolbox is disabled or hidden. You can reset the Toolbox visibility from the View menu if it disappears.

How To Add And Configure Charts In A Form​

  1. Open your form design.
  2. Locate the “Chart Components” section in the Toolbox.
  3. Drag a component like BarChart or PieChart to the form.
  4. Set up the data source and chart configuration from the Property Viewer.

How To Add A Component To A Form Using The Toolbox​

  1. Open a form file in the IDE.
  2. On the right panel, make sure the Toolbox is visible.
  3. Expand the relevant category (e.g., Standard Form Controls).
  4. Drag a component (e.g., TextBox) onto the form canvas.
  5. Use the Property Viewer to configure the component settings.

Tip: You can reposition the component freely after placing it.

How to Use FileSelector or RelatedDocuments Components​

  1. Open your form file in the IDE.
  2. Locate the “Advanced Form Controls” section in the Toolbox.
  3. Drag and drop the FileSelector or RelatedDocuments component onto the form.
  4. Configure the necessary settings (e.g., document type filter, multi-selection, association field). These components work integrated with the system’s document management and require proper configuration.

How to Add UserMetadata or DocumentMetadata to the Form​

  1. Open your form and go to the “User and Document Data” category in the Toolbox.
  2. Drag the UserMetadata or DocumentMetadata component onto the form.
  3. Bind these components to appropriate fields or variables in your data model.