Applies to:
- Winshuttle Foundation
6-1. Create name templates
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Steps in this phase
In this example we will use Name Templates to automatically assign unique numbers that follow a predefined naming convention.
In this case, we will do something simple: Assign all submitted Vendor Request forms a unique number beginning with 'VR'.
To do this, we will first create a Name Template called VendorRequest, and then we will add and configure the Form Name element to the form.
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Create a Name Template
- In Composer, click the Solution tab.
- Click Add Name Template.
- Enter a name for the Name Template, and then click OK.
For this example we use the name VendorRequest.
- On the Name Template screen, click Add.
- On the Edit Name Template screen, set the following properties:
- Type: Click the arrow, and select Constant from the menu.
- Value: Type VR in the Value field.
- Click OK.
- On the Name Template screen, click OK.
Add a request number field
For this step we are going to add a new field to the form called Request Number, which will be used to display the automatically-generated number for the form.
- Click the Form tab.
- In the Form Canvas, click the Requester Information group.
Tip: To accommodate our new field and make the form look a little better, we are going to change the column properties for the Requester Information group.
- In the Properties pane, next to Columns, click the arrow and then select 3 from the menu.
Now we will add the Request Number field.
- In the Properties pane, click Elements, and then click Basic Elements.
- Click Text Box.
- Click Update all Views.
- In the Form Canvas, click Label (click to edit), and then type Request Number.
- Click Update All Views. You can leave the Request Number field settings at their default values.
Add the Form Name element to the form
- Click the Form tab.
- In the Properties pane, click Elements.
- Click Advanced Elements, and then click Form Name.
- In the Form Canvas, below the View tabs, click the Form Name element.
- In the Properties pane, set the following properties for the Form Name control:
- Field Name: Click the arrow, and then select Request_Number from the list.
- Force Title Update: Click the arrow, and then select True from the list.
- Template: Click the Options [...] button to open the Form Name Builder (continue below).
- On the Form Name Builder screen, click Add.
- On the Form Name Element screen, set the following properties:
- Type: Click the arrow, and then select Name Template from the list (default).
- Value: Click the arrow, and then select VendorRequest from the list.
- On the Form Name Builder screen, click OK to finish.