Creating a new form within User Interface Designer begins by adding and configuring fields, arranging elements, and defining how data will be captured and displayed. Users can build their own forms, from scratch.
Form Interfaces
| Form | Description |
Standard Web Form | Out-of-the-box standard template for a web form. |
Action Dialogue | Initiates an action within a form. |
Checkpoint Form | A logical milestone used to monitor, track, or manipulate a work order. Used in the Shop Floor Assistant Module. |
Checkpoint Frame | A form linked to a checkpoint to provide functionality for the Shop Floor Assistant workstation. |
Component | Form used to create, chart, and metric specific components, typically used to make up an item. |
Copy Dialogue | Allows for the copying of data within a form. |
Info Card | A form within a form. Used to provide additional information. Prevents the need to navigate away from the original form. |
Search Dialogue | Provides users with a dedicated interface for searching and locating records. |
Creating a form
To create a form:
- Navigate to User Interface Designer in the Insight Web Client
- Select the
icon from the form header.
- Give the form a name and a description.
- Select a form interface.
Note: Reference the table above for fields and descriptions. - Select the
icon from the form header.
The form has now been created.
Customizing the sections of the form
Each form contains Sections that can be customized by selecting the dropdown menu in the upper right-hand corner of the designer.
Reference table:
| Section | Description |
| UI Configurator | Adjusts general form configuration (name, description, icon, attribute origin, workflow origin, user right). |
| Main | Adjusts main grid and search features (rearrange layouts, change icons. change shortcuts). Changes can be seen in real time via Preview Mode. |
| Edit | Adjust the edit view (rearrange components, add new components, hide components, set default values, adjust required fields). |
| Data Services | Adjust data sources (add/change sources, auto select behavior, loading behavior, link data sources). |
| Data Executors | Let's you execute SQL procedures directly from User Interface Designer, instead of navigating further into Insight |
| Workflows | A collection of sequenced user interactions and data processing steps. |
| Dialogs | Definition of a user interfaced designed to be invoked as a pop-up. |
Working in the Design Surface (Main/Edit Section)
From the Main or Edit Section, you can interact with the design surface of the form. Hover over a section to view the available design elements.
Clicking on the three dots opens a dropdown menu, displaying interactive elements. Within a highlighted element opens options to add, edit, or delete components.
Elements in the interface are color coded to distinguish customizations from system features. Customizations are displayed in Blue font.
Data source section
The Data Sources section is where you define and configure the underlying data that a form will use. Think of it as the connection point between your form and the actual data sitting in your manufacturing software's database or backend system. Insight User Interface Designer allows you to add, edit, and delete data sources.
To add a Data Source:
- From the form header, select the Add icon.
- Add a component by selecting the Object Type from the dropdown menu.
- Select Save.
The Data Source has now been created. Be sure to save your work at the top by selecting the Save icon.
Data Source Properties
The Properties region displays the values and overrides associated with that selected source. There are two types of values.
| Property Value | An out-of-the-box system value. |
| Property Value Override | Customized form values. |
Actions
User Interface Designer lets you perform actions on the forms that were created.
There are two types of Actions.
| Remove Web Form Customizations | This Action strips away any customizations that have been applied to a web form, reverting it back it its system, out-of-the-box settings. |
| Update Web Form Meta Data | Updates attributes associated with a web form in the backend, ensuring the system has the most current definitions and properties of the form' |
To run an action:
- Navigate to User Interface Designer grid.
- Select a form.
- Choose the Action from the Action drop-down menu.
- Run inResponse from the
icon.
Switch to Preview Mode
To Preview the changes, return to the Main section and select Switch to Preview Mode in the bottom right corner.
Launching the form
Once you are finished creating the form, you can now launch it. The form will populate in a new browser
| Launch Custom | Launches the form if customizations are present. |
| Launch System | Launches the out-of-the-box form version. |