3.2.2 Workbench User interface

User interface XLSX Worbkench Description

Screen of the workbench parted on three area:

  1. Tree of the form structure

  2. Properties tab (for component currently selected in the Tree)

  3. Excel-template

also the Tree toolbar and Application toolbar

Tree of the form structure

Tree represents a hierarchical sequence of the form components.

You can move the components via drag-and-drop in the tree.

There are following component types:

  • Root component of the tree is a technical node. It provides basic information of the form.

Properties tab

This tab displays information about a component, which is currently selected in the tree of the form structure. The properties tab looks different for each component type (see the description of the form components).

When the root node of the tree is selected, the properties tab contains option of assigning of the context, as well as some technical information about the form.

Excel-template

The template contains the fragments of formatting information (i.e.patterns), that will be combined with each other into the Printing form (in runtime).

Note 1: The combination of patterns in the Printing form in runtime is not defined by the order of them in Excel-template. But it's only defined by the Form structure (see Tree of the form structure).

Note 2: An "IN-PLACE" mode sometimes provides Excel-application with hiden appl.toolbar. So, while You are marking the Excel-template, switch it to a "separate window" mode via button on the toolbar:

Application toolbar

there are following buttons:

  • User guide. Open start page of this web-site in the web browser.

  • Presets. Open popup-screen for maintain presets of the workbench interface. See details here.

  • Window mode. Swich Excel-template between "IN-PLACE" mode and "separate window" mode.
    Note: in "IN-PLACE" mode an Excel-application toolbar can be sometimes hidden.
    So, while You are marking the Excel-template, switch on "separate window" mode .

  • Actualize. The function redraw tree and template (synchronize internal data buffer and visual controls). This option has to be used only in exceptional cases, when You suspect not actual structure representation.

  • Save. The finction saves in database a current form state. Submenu “Save As…” allows to save current form with another name.

  • Activate. Form's activation - is obligatory action that has to be performed upon completion of the form design. Activation process involves procedure of saving current form state, as well as check of the form structure. Form will be activated only if no errors will be detected.

  • Mass processing (Off / On). Mass processing mode allows you to process several components simultaneously.

Tree Toolbar

In normal mode (Mass processing Off)

the toolbar looks like:

there are following buttons:

  • Create component. Select any component in the tree. By pressing this button the POPUP search-help (for choosing type of the new component) will appear. As result, the new component will be created as child node of selected component.

  • Clone component. Select any component in the tree. By pressing this button, duplicate of the selected component will be created (with subtree).

  • Delete component. Select any component in the tree. By pressing this button the selected component will be deleted (with all child components).

  • Move component up. Select any component in the tree. By pressing this button the selected component will be moved UP relatively sibling node.

  • Move component down. Select any component in the tree. By pressing this button the selected component will be moved DOWN relatively sibling node.

In mass processing mode

the toolbar looks like:

  • Select all components. By pressing this button all nodes in the tree will be selected.

  • Delete selected components. By pressing this button, ALL SELECTED components (and it's subnodes) will be removed from the form's structure tree.

  • Clone selected components. By pressing this button, duplicates of ALL SELECTED components (and it's subnodes) will be placed under the (specified) target component:

  • Shift coordinates of template binding. The function allows you to shift coordinates of template binding (for ALL SELECTED components simultaneously) at specified number of cells at left/right or up/down.