Application DesignCreate an Application

Loftware Enterprise SP allows you to design complex, intelligent data entry form experiences for Data ProvidersClosed Person or process that enters data into a form or other data entry view for a label that was configured by a Designer. A user acting as a Data Provider requires the DOCUMENT_PRINTER role or equivalent permissions.. You can link individual forms together and configure transitions that guide users from one form to another in response to their input or other conditions.

Before You Begin: You should create the forms, business rules, and processes that you intend to use with an application before you create the application. For more information, see Create a Form and Designing Business Rules with the Configurator.

To create a new application, use this procedure.

  1. In Application Design , click > Application.
  2. From the Insert tab, drag and drop Form to the application canvasClosed The background of an application on which you can add forms and transitions. Clicking the application canvas displays the properties of the application..
  3. In the dialog box, navigate to the form that you want to be displayed to a Data Provider when the application is initially loaded in Applications .
  4. Drag and drop additional forms to the application canvas.
  5. Note: You should not add more than one instance of a specific form to the application.

  6. Click the application canvas to display the properties of the application.
  7. In the Properties pane, review the selection for Start form and ensure that it is the form that should initially be displayed when the application is loaded.

Best Practice

Save your application immediately after creation.

Next Steps

If the application includes more than one form, you should create transitions to allow Data Providers to navigate from one form to the next by performing an action. For more information, see Create a Transition Between Forms.

If you want an action or rule to run when an application or a particular form is loaded, when a Data Provider performs an action, or when other circumstances occur, see Add an Action or Rule.

Save the Application

  1. Click File > Save or click the Save button.
  2. In the Save dialog box, select a folder and enter a Name.

    ClosedCharacters permitted in names

    The following characters are permitted in the name: letters, numbers, parentheses, square brackets, ampersands, plus signs, equal signs, commas, semi-colons, and tildes. Additionally, the following characters are permitted but cannot begin or end the name: spaces, double quotation marks, single quotation marks, hyphens, underscores, periods, and grave accents. For letters, the case that you specify is displayed, but case is ignored when Loftware Enterprise SP interprets a name. If you will be installing the Loftware Enterprise SP application on a computer running Windows Server, and transferring data between Loftware Enterprise SP instances, see the "Transferring Data in a Compressed File" section of the Loftware Enterprise SP Data Transfer Guide.

    Tip: You can add a new folder within the folder selected in the left pane by clicking the Add Folder button.

  3. Click OK.

Note: The first time you save an application to a version controlled folder, the application is automatically checked out. When you are finished editing it, be sure to click File > Check In to save and check in your version and make it available for others to check out.