Forms are a region of the WorkBench UI containing a layout of specific components of an item that has a specific initial width and height that can be scrolled over the layout, in the event that the layout is too large to be shown completely within the current size of the WorkBench UI.
Cradle items can contain many frames, categories and other attributes that might not necessarily be relevant or required to be shown at different stages of your workflow. An example of which is shown below:
The example provides frames that should only be shown at the relevant stage in the workflow and the Acceptance Criteria, we decided that we wish to show this information at all stages but displayed read-only at stages 2 and 3.
Defining a Stage Category
To start with, create a category to base the workflow on. This must be set as mandatory and have a default value set.
In the WorkflowSettings, create a workflow that uses the Stage category to advance to the next stage of the process. In this example, we demonstrate a very simple workflow that advances from Stage 1 to Stage 2 and then Stage 2 to Stage 3. The 3rd level shown here is to then advance to formal review:
Note that the Stage Category Form… button becomes active. We will come back to this later as firstly you need to create a form for each stage.
Using the Form Details dialog, create a form for each stage of the workflow.
Stage 1 Form
The Stage 1 form in this example should show the frame STAGE 1 NOTES but not STAGE 2 NOTES or STAGE 3 NOTES.
Stage 2 Form
The Stage 2 form in this example should show the frame STAGE 2 NOTES but not STAGE 1 NOTES or STAGE 3 NOTES. You can also set the Acceptance Criteria frame to only be shown read-only as in the example below:
Stage 3 Form
The Stage 3 form in this example should show the frame STAGE 3 NOTES but not STAGE 1 NOTES or STAGE 2 NOTES. You can also set the Acceptance Criteria frame to only be shown read-only as in the example below.
Setting the Stage Forms
You can now return to Project Setup and press the Stage Category Form… button:
This will allow you to specify the form to be used at each stage of the workflow.
Advancing the Item
When you first create the item, the Stage category is set to Stage 1 as this is the default value for the item. You can see here that the STAGE 1 NOTES frame is shown and the Acceptance Criteria is read-write:
Pressing the Advance… button closes the item and changes the Stage value to Stage 2 once confirmed in the Advance Operation dialog:
When you open the item again, you will see that the Stage category is set to Stage 2 and will use the Stage 2 form that shows the STAGE 2 NOTES frame and the Acceptance Criteria is read-only:
WorkBench allows you to create a specific form for each stage of your workflow. This can be particularly useful if the frames, categories or attributes only need to be shown at certain stages of your process. It would simplify the user interface for the users that are modifying the items as they would not be presented with information that might be irrelevant to their task.
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.
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.
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.
X-Rays are a form of electromagnetic radiation or “ray” for short.
When first discovered, these mysterious rays were nothing like anything that had been described before, hence the ‘X’ name has stuck.
X-rays have a wavelength less than 10 nanometres, that is, they are shorter than those of UV, and longer than those of gamma rays. It was aGerman scientist Wilhelm Röntgen often credited with their discovery.
Looking Inside Cradle
Thankfully there is no need to use X-Rays to look inside your Cradle project.
Information once stored can be recalled by Queries and presented in Views or Forms. Output can be directed to HTML or RTF tables, shown graphically as a Hierarchy diagram, explored by clicking links. Formal publishing to Microsoft® Word documents can be achieved through Document Publisher.
In short there is no mystery to your data once inside Cradle unlike our bones, welded joints or airport suitcases you can easily see your data.
Celebrate on X-Ray Day 2017
Celebrate the genius of a very useful tool in the x-ray machine. Whilst we don’t advise you have an x-ray for fun, you could download another useful tool here!
Items with large amounts of data in might be useful for current projects but if you can’t see all the information inside that item then this can be quite frustrating. Cradle allows you to customise views, drag out items and reshape queries to best suit you and your projects. Very useful when dealing with large amounts of data.
Needing all the details for your item to be on display?.
Once you have run a query, you may find the WorkBench ‘View’ you have chosen isn’t quite big enough to see some of the cells. This can be frustrating as there is a balance between the number of items shown and the detail shown for each item. You may need to see more information for one or for all the items shown.
You could, of course, edit the ‘View’ (provided you have the CREATE_DEFS privilege). However, you don’t need to change it just to see more of your items’ details on the screen.
Cells in a ‘View’ can be dragged wider or deeper. You can switch to ‘Document View’ mode to increase the cells height to match their content.
Alternatively, clicking the icon is a quick way to open in a ‘Form’.
Sometimes you need to reference an external resource from an item. These external references can be easily achieved by adding a URL frame to a Cradle item type. Each instance of that item type can then hold a reference to an external resource. The URL can then be opened to view it from the link element in the form.
Creating a URL Frame
While the ability to reference external resources via URL in a form is useful, you must first assign the HTML frame type to your Item Type(s).
It is very easy to do this, simply open Project Setup > Go to Item Types > Select your desired Item Type and click “Frames”. From here, create a new frame and then from the Type drop down select “HTML”.
When you want to see the other items that are linked to the current item in a Cradle display, you can do so by showing the linked items in a Form. This is an effective way to get a comprehensive overview of the interconnections in a formatted and repeatable way.