These buttons are:

You can also edit the logo using the Logo in Form Title section of the Settings Pane

 

Drag a control from this list and drop it in the Controls Section to add it to a specific location in the form or click it to automatically add it to the current page. Controls are organized in the list in vertical sections, by type. Click a section title to see its controls.

 

This section contains special controls that are already part of the PMWeb database.

How you configure this control determines what PMWeb level the form is defined at and, therefore, its most basic level of permissions. (Permissions can then be refined using the Assign Permissions Tab.) Forms can be defined at these levels:

System, Program, Project, Initiative, Location Program, or Location. Drag the Level control from the Controls List and drop it in the Controls Section (or, if it is already in the Controls Section, click on it to highlight it) and then configure it in the System section of the Settings Pane. Important things to know about the Level control:

 

This control is a dropdown based on a list that is already defined in Selection Lists. Use the System section of the Settings Pane to determine which system list to link it to. Note that you can also add dropdowns that are not based on previously defined Selection Lists. To do that, use the Dropdown control that can be found under General Controls.

 

This is the Status Field found on most PMWeb record types. If you enable Visual Workflow for this form, the status will be automatically updated as the record moves through the business process. You are not required to add the Status control to a form, even if you plan to enable Visual Workflow for it.

 

This is the Record # field found in most PMWeb record types. By default, PMWeb automatically increments this ID when a new record is added. You are not required to add the Record Number control to a form.

 

This is the Description Field found in most PMWeb record types. You are not required to add the Description control to a form but note that if you do not, no description will appear in the record selector dropdown in the Header Toolbar and in other places across the platform.

 

This section contains controls that allow users to add data to the form by making selections, as opposed to entering text. Use the Settings Pane to configure each control as you add it to the form.

 

 

This section contains controls that allow users to add data to the form by entering text.

 

 

This section contains two types of panels that can be used to group controls on the form.

 

 

This section contains table-like controls that allow users to enter data in rows and columns.

 

 

This section contains diverse controls that don't fit in the sections described above.

 

 

 

This section holds the controls that will appear on the form. Controls can be added by dragging and dropping from the Controls List or by clicking the Add Field button:

 

When you click the Add Field button, a default single-line input text field is added. You can then use the controls below the field and the parameters in the Settings Pane to select a different type of field and make other configuration choices:

 

Controls can be dragged within this section to change their location. Click on a control, including pages, to load its parameters in the Settings Pane.

 

Click this button to load the form level parameters in the Settings Pane

 

The Settings Pane displays parameters for the currently selected page or control in the Controls Section, as well as the form level parameters. Configuration choices vary by control, and can include:

 

The form level parameters include:

 

If the selected control is a System control, a System section appears in the Settings Pane.

 

Click these buttons to navigate to pages in the form.