Form, Document, and Report Properties

To view or edit a form, document, or report's properties, double-click its diagram symbol or Browser or list entry. The property sheet tabs and fields listed here are those available by default, before any customization of the interface by you or an administrator.

The General tab contains the following properties:

Property

Description

Name/Code/Comment

Identify the object. The name should clearly convey the object's purpose to non-technical users, while the code, which is used for generating code or scripts, may be abbreviated, and should not normally include spaces. You can optionally add a comment to provide more detailed information about the object. By default the code is generated from the name by applying the naming conventions specified in the model options. To decouple name-code synchronization, click to release the = button to the right of the Code field.

Stereotype

Extends the semantics of the object. You can enter a stereotype directly in this field, or add stereotypes to the list by specifying them in an extension file.

Type

Specifies the type of the document, form, or report.

Version

[document only] Specifies the version number of the document.

Category

[report only] Specifies the category of the report. You can choose between:

  • Business

  • Specification

  • Strategic

  • Technical

Period

[report only] Specifies the frequency with which the report is generated. You can choose between:

  • Daily

  • Weekly

  • Monthly

  • Yearly

Style

[form only] Specifies the style of the form.

Document Format

[document only] Specifies the XML model that is used to represent the structure of the document. Select an XSM from the list or use the tools to the right of the field to create a new XSM or view the properties of the currently selected one. For more information about XML models, see XML Modeling.

Keywords

Provide a way of loosely grouping objects through tagging. To enter multiple keywords, separate them with commas.

The following tabs are also available:

  • Data – [report and document only] lists the data (see Data) associated with the document.