Help Center>Foundation Help

Applies to:

  • Winshuttle Foundation

6-1. Create name templates

Back to

Steps in this phase

  1. Create named templates
  2. Add vendor search
  3. Add an address validation Web service
  4. Create a selectable table for search results

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.

On this page

  1. Create a name template
  2. Add a Request Number field
  3. Add the Form Name element to the form

Create a Name Template

Back to top

  1. In Composer, click the Solution tab.
  2. Click Add Name Template.

  3. Enter a name for the Name Template, and then click OK.

    For this example we use the name VendorRequest.

  4. On the Name Template screen, click Add.

  5. 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.

  6. Click OK.
  7. On the Name Template screen, click OK.

Add a request number field

Back to top

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.

  1. Click the Form tab.

  2. 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.

  3. 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.

  4. In the Properties pane, click Elements, and then click Basic Elements.
  5. Click Text Box.

  6. Click Update all Views.
  7. In the Form Canvas, click Label (click to edit), and then type Request Number.

  8. Click Update All Views. You can leave the Request Number field settings at their default values.

Add the Form Name element to the form

Back to top

  1. Click the Form tab.

  2. In the Properties pane, click Elements.
  3. Click Advanced Elements, and then click Form Name.

  4. In the Form Canvas, below the View tabs, click the Form Name element.

  5. 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).

  6. On the Form Name Builder screen, click Add.

  7. 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.

  8. On the Form Name Builder screen, click OK to finish.