Forms – Collapsible Panels

Last Updated on 14th September 2022 by Jan Lamb

WorkBench Forms

A form is a layout template that is used to display information about items within Cradle. There are multiple attributes of an item that may be displayed, from the name, to categories, to frames.  Forms can soon get complicated, this is where collapsible panels can help.

Collapsible Panels

A feature new in Cradle 7.4

Collapsible panels are placed as a row, or a column on a form definition. These can be barked to display as a normal row/column when opened or to “Show collapsed by default”

The bar at the top of the panel toggles its open state.

Q&A

Some of the questions often asked regarding forms.

Q: What if a user does not have a skill required to see an attribute?

A: The form will not display this particular aspect of the item. There is no need to create a separate form.

Q: I’ve just added some new frames and categories. Do I have to design a new form?

A: No, the Automatic scope forms will generate a basic form with the new elements included.

Q: Do I have to start from scratch designing a form?

A: No, you can choose any existing form (including the automatically generated ones) suitable  for that item type, make your changes and then ‘Save As‘ to store the newly altered definition.

Q : Do you have to show everything that every user needs on a form?

A: No, forms can have a scope of System, Automatic, Project User type, Team User, or Personal. This allows different users to show different aspects of an item most relevant to them.

Q: Can I show related items?

A: Absolutely, linked items can be shown within a form.

Q: Can I convert existing forms?

A: Yes, just select an existing Row or Column and change the Syle from Basic to Panel. then Save or Save As