You can set the order, visibility, access, and validations for building blocks and individual elements; select alternate layouts for common bullet lists; edit captions, help, choice lists, styles, and security; and so on.
To change the position of the building blocks
You can change the position of a building block in the form.
1. Drag the following icon of the block (which you wish to reposition) and drop it to the new location.
The new position of the block is as shown:
To set the block visibility in preview and print
You can show or hide the block in preview and print.
1. Select a job in Job Management tab.
2. In the right pane, click the Preview tab.
This displays the preview of the selected job.
3. Right-click the job and click Job Template Editor.
This displays the following screen:
4. Click the following icon to hide the block.
This changes the icon as shown:
5. Click Save and Close and check the preview.
The block is hidden in the preview as shown:
To configure a building block
1. Navigate to the Job Template Editor screen.
2. Select the tab and click the following icon for the block you wish to edit.
This displays the Edit Block screen:
The elements and settings displayed in the right pane depend on the building block type.
4. Edit the necessary elements as shown:
5. Click Refresh to view the updated preview.
6. Click Save and Close.
To configure the caption, subheading, choice list, tooltips, help file, and replace the block
1. Navigate to the Job Template Editor screen:
2. Click the Edit icon of the building block in a tab.
This displays the Settings tab as shown:
The following settings can be configured here:
Choice lists
Caption
Replace an existing bock
Sub heading
Side-by-Side
Tooltips
To configure the style
1. Select the Styles tab in the right pane:
You can configure the block and row header styles.
To configure user access, flags, and print options
1. Select the Access tab.
2. Configure the security profiles in the Security profiles section.
3. Configure the flags in the Flags section.
4. Configure the print options in the Print Options section.
To set the validations
1. Select the Validations tab.
2. Set the validations in the Building Block and Bulleted List sections.
To configure the binding properties
1. Select the Data tab.
2. Set the input/output mode, binding type, and binding property in the Data Bindings section.
3. Configure the content in the Content section.
To configure the dependent fields
1. Select the Dependent Fields tab.
2. Set the dependent field details here.
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