Guides/ReportDesign/14.0-Izenda-FORMS.md
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The form designer has two modes: ‘Editor’ and ‘Source.’ Izenda’s form designer functions in the same manner as any browser based text editor when in ‘Editor’ mode. In this interface you can see a preview of rendered HTML and any user can make a quick customization or change. Changes made in ‘Editor’ mode are automatically parsed into HTML.
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-![forms1](http://wiki.izenda.us/Guides/ReportDesign/14.0-Izenda-FORMS/design_form.png)
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+###Source View
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+![forms1](http://wiki.izenda.us/Guides/ReportDesign/14.0-Izenda-FORMS/design_form_source.png)
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+**Source** mode accepts HTML directly. If you are designing a new form from scratch, most HTML designers will find it is best to build new projects using a web design tool like Expressions and then simply paste the source code into Izenda FORMS in **Source** mode. The user should not attempt to build a complex report using **Editor** mode, because the parsing engine will add additional unnecessary complexity as the report complexity increases, and any HTML added into **Editor** mode will display as text rather than as the markup that it actually was meant to be.
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+###Editor View
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![forms2](http://wiki.izenda.us/Guides/ReportDesign/14.0-Izenda-FORMS/design_form_editor.png)
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-‘Source’ mode accepts HTML directly. If you are designing a new form from scratch, most HTML designers will find it is best to build new projects using a web design tool like Expressions and then simply paste the source code into Izenda FORMS in ‘Source’ mode. The user should not attempt to build a complex report using ‘Editor’ mode, because the parsing engine will add additional unnecessary complexity as the report complexity increases.
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+**Editor** mode allows you to insert text only. Any markup that is entered here will be translated into a form that will not be interpreted by the browser. You can see this if you paste HTML into the **Editor** mode box and then click **Source**. However, if you are editing in **Source** mode and click the **Editor** mode button, you will see that the HTML is parsed into what will be displayed in your report. The I9 form above is generated in such a way.
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-Again, it is best practice to build an Izenda FORMS report in ‘Source’ mode by hand or by using an external web design tool to generate HTML. Once this HTML is pasted into the tool while in ‘Source’ mode, you can easily switch to ‘Editor’ mode to tweak the output.
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+Again, it is best practice to build an Izenda FORMS report in **Source** mode by hand or by using an external web design tool to generate HTML. Once this HTML is pasted into the tool while in **Source** mode, you can easily switch to **Editor** mode to fine-tune the output.
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**Video Tutorial:** http://blog.izenda.com/quick-tutorial-making-the-most-of-your-toolbar-options/
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-![forms3](http://wiki.izenda.us/FAQ/FAQ/forms3.png)
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### Adding Fields
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-Fields are inserted into a form using square brackets.
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+Fields are inserted into a form using square brackets. The name within the square brackets should correspond to either the actual name of the field or the alias you gave the field. Either one will work, although there are times when you should use one over the other, as we will describe below.
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**Example:**
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-``[Field Name or Alias HERE]``
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-If you want to display the field 'ShipCountry', then at the appropriate place in the form, you would place the ``[ShipCountry]`` tag.
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+If you want to display the field 'ShipCountry', then at the appropriate place in the form, you would place the ``[ShipCountry]`` tag. You could also place ``[Ship Country]`` in your form if you aliased the ``[ShipCountry]`` as such. The alias is the exact text in the "Description" text box on the [[Fields tab|http://wiki.izenda.us/Guides/ReportDesign/4.0-fields-tab]].
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**Video Tutorial:** http://blog.izenda.com/quick-tip-adding-and-modifying-fields/
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### Nesting Reports and Forms
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-By using double square brackets, you can call another form or report. If you have a form called City Data in the Sub-reports folder, you would type ``[[Subreports/City Data]]`` in order to drop that form into the form you are building. This works whether the called report is a form or a non-form report.
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+As described earlier, we can specify fields by using either one or two square brackets. We covered the single square bracket above. Now we will cover a double square bracket. By using double square brackets, you can call another form or report. If you have a form called City Data in the Subreports folder, you would type ``[[Subreports/City Data]]`` into your form to embed that form into your report. This works regardless of whether the embedded report is a form or a non-form report.
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-Caution is recommended when designing nested sub-reports and forms. When you call a report from inside of a master report, you are essentially using a query to run another query (and by result, all queries that might be contained within that nested query). It is thus possible to build a chain of nested reports that can cause severe performance issues.
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+Caution is recommended when designing nested sub-reports and forms. When you call a report from inside of a master report, you are essentially using a query to run another query (and by extension, all queries that might be contained within that nested query). It is thus possible to build a chain of nested reports that can cause severe performance issues.
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The flexibility of nesting reports and forms is most desirable for many small cases, in which sub-reports only exhibit a very small performance hit. Complex or multi-level nested reports may experience significant performance issues; in these cases it is best to find a way to achieve your goal without using sub-reports.
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If you have content that you want to repeat within a form, you don’t need to use a nested sub-form. By enclosing this content with the ``[repeater]`` tag, the forms engine will repeat that content until it is exhausted.
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-In this example, we would generate a table with 1+n rows. The first row is static and displays text in two cells. The second row is within a repeater, which means that it will generate _**n**_ times where _**n**_ is the number of valid ``[PersonID]`` entries. This repeater has a nested repeater in the second cell, which will populate all valid ``[Name]`` for each ``[PersonID]``.
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+In this example, we would create a report with 1+n rows. The first row is static and displays text in two cells with the text "Person" and "Certs". The second row is within a repeater, which means that it will generate _**n**_ times where _**n**_ is the number of valid ``[PersonID]`` entries. This repeater has a nested repeater in the second cell, which will populate all valid ``[Name]`` for each ``[PersonID]``.
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```html
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<table>
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</table>
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```
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-All of these count against the Records display limit. If you have four ``[PersonID]`` and each has three ``[Name]`` entries, then the form would count as 12 records. This means that if you set it to only display 10 records, the form would not completely generate.
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+All of these count against the Records display limit. If you have four ``[PersonID]`` records and each ``[PersonID]`` has three ``[Name]`` entries, then the form would count as 12 records. This means that if you set it to only display 10 records, the form would not display completely.
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-You can only nest one set of repeaters at a time. This is a correct use:
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+**Limitations:** You can only nest one set of repeaters at a time. This is a correct use:
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```html
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[repeater]
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[/repeater]
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```
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-**And this is an incorrect use:**
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+And this is an incorrect use:
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```html
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[repeater]
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[/repeater]
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```
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-**Video tutorials**
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+##Tutorial
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+We will go over a fairly complex FORMs report using the concepts described above. We also have a couple of **Video tutorials**
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* http://blog.izenda.com/quick-tutorial-how-to-use-the-repeater-tag/
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-* http://screencast.com/t/6RwYd7sKKKh (alternate)
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+* http://screencast.com/t/6RwYd7sKKKh (alternate)
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+* http://blog.izenda.com/quick-tutorial-making-the-most-of-your-toolbar-options/
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