Create a Responsive Form for an ItemType
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The following process outlines how to add a new Responsive Form to an ItemType:
- From the Table of Contents, expand Administration and select ItemTypes.
- From ItemTypes Table of Contents, click Search ItemTypes.
The ItemType grid appears.
- In the Name column, enter required ItemType click Search.
- Select the ItemType.
The ItemType form appears. For this document, Part ItemType is used.
- From the Relationship tab, select Views.
The existing forms linked to Part ItemType appears.
- Click Edit to edit the Part ItemType.
- Click New Form to add a new form to the Part ItemType.
- Add a name to the form in the Form Name column and select Default type in the Type column.
Note
This release of Aras Innovator only supports Responsive Forms with the Default view type. Support for other view types will be added in a future release. In the meantime, continue to use Classic Forms for use cases requiring view-specific Forms for Add, Edit, View, Print, Complete, or Preview views.
- Enter the other ItemType View properties as needed and click Done to save the changes.
- Double click on the newly created Form in the Relationship tab.
The Classic Form Editor displays the new Form:
Note
New Forms are created as Classic Forms by default. Classic Forms created from an ItemType are automatically populated with fields generated based on the search grid properties for the parent ItemType.
- Click Switch to Responsive Form.
The Form switches to Responsive mode and it’s reloaded in the Responsive Form Designer interface:
Note
When a Form is switched to Responsive mode for the first time, it receives a new empty Responsive Form definition. Switching a Form to Responsive mode does not migrate, modify, or delete the Form’s Classic content. Switching a Form back to Classic mode also does not affect the Form’s Responsive content.