Forms

Con-nect enables you to design forms that meet the requirements of the information structure in your company. Natural programs are used to handle the forms. For example, a form can be a standard memo layout used for internal mailing within your company or perhaps a standard billing form you send to your customers.

Important:
When using forms, the library SYSCNT2 must be defined as a steplib.

This document covers the following topics:


Types of Forms

There are three types of forms:

  • User Form
    A form which is created via an interactive series of screens. A user form can contain a maximum of 16 lines.

  • Natural Form
    A form which is created via a program and associated maps. A Natural form can contain as many lines as the buffer will support.

  • Entry Form
    A form which is created via an interactive series of screens. An entry form is used in connection with a document containing Con-form variables. This Con-form (Cnf) document can contain as many lines as the editor buffer can support. When you want to use the entry form, you must add an additional document and specify the form name in the "Add Document" screen. The form will then be displayed and you can fill the variables with the actual information. This information will be included in the resulting document. Optional - you can send the document which has been created using the entry form.

A user form or a Natural form can be used to create a document, or to send mail. When you use a form to send mail, you can predefine addressees or use global variables to pass the addressee information from the form program to the Send function.

Adding a Form

When you add a form in Con-nect, you interactively design a user form or an entry form. You can also link an existing Natural program to a form name which can later be identified by Con-nect.

Issue the following command sequence from any point in Con-nect:

ADD Form

As a result, the "Add Form" screen appears.

 11:01 AM            * * *  C O N - N E C T  3  * * *               26.Mar.2001
 Cabinet LS                          Add Form                            Monday
                                                                               
          Folder Work___________ File _______________                          
                                                                               
       Form Name ________________________________                              
     Description ____________________________________________________________  
                 ____________________________________________________________  
                 ____________________________________________________________  
                 ____________________________________________________________  
                                                                               
       User Form _                                                             
   or Entry Form _              Cnf Document ________________________________  
   or    Program ________                                                      
         Library SYSCNT2_                                                      
                                                                               
    Addressee(s) ___________________________________                           
                                                                               
     Private use _  or Security Read 7  Modify 7  Copy 7                       
                                                                               
Complete the information above and press ENTER to add                          
   Command /                                                              /    
Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
      Help  Menu  Quit  In    Send  Foldr Docs  Note  Cal   Flip  Last  Home   

In addition to the information which you enter in every "Add" screen (see The "Add" Screens), you must specify the following form definition criteria in the "Add Form" screen.

Form Name

A unique name which identifies the form within Con-nect. This name must not exceed 32 characters.

User Form

To add a user form, you mark this field with any character.

Entry Form

To add an entry form, you mark this field with any character. In addition, you must enter the name of a Cnf document in the "Cnf Document" line.

Cnf Document

When you add an entry form, you must enter the name of an existing Cnf document from your cabinet.

If the document name contains blanks, you must replace the blanks by the blank substitute character. By default, the blank substitute character is a slash (/). See Language, Command Sequence and Autosave.

You can also enter an asterisk (*) in this line to display a list of all available Cnf documents. To select a document, mark it with any character and press ENTER.

When you later modify the text of the original document, the modifications are not applied to the document which has been linked to the entry form. If you want to use the modified version of the document, see the description of the MODIFY command in this section for further information.

Program

To add a Natural form, you enter the Natural program name in this line. In addition, you must enter the library name in the "Library" line.

The Natural program must have been defined previously (by the Con-nect administrator, yourself or another user).

Do not enter a name in this line, if you are adding a user form or entry form. For these types of form, Con-nect automatically generates programs where the name start with "F99".

Library

The name of the current library is displayed by default. You can specify another library by typing over the default.

You can also enter an asterisk (*) in this line to display a list of all available libraries. To select a library, mark it with any character and press ENTER. The list provides the following options: the current library, the *STEPLIB library and up to 8 steplib libraries as defined in Natural Security.

When you add a user or entry form, the Natural program is created and cataloged in the current library. If you specified a library different than the current library, the Natural program is moved to the specified library after it has been cataloged.

When you add a Natural form, you must specify the Natural library in which the program is cataloged.

Addressee(s)

When you add a user form or Natural form, you can predefine addressees. You specify the addressees in the same way as you do when sending a memo. The addressees must be separated by a blank. See Sending a Memo for further information.

The address list created at this point is stored with the form. It can be changed when the form itself is modified.

When you send the form, the address list is copied. You can modify the copied address list before sending the form (e.g. you can define additional addressees or remove predefined addressees). These modifications are only valid for the current send process. They are not applied to the original address list which is stored with the form.

This field does not apply for entry forms.

Press ENTER to add the form.

The next sections describe the remainder of the procedure, depending on whether you are adding a user form, an entry form or a Natural form.

Creating a User Form

If you specified "User Form" in the "Add Form" screen and press ENTER, one of the following occurs, depending on whether you have specified addressees or not:

  • One or more addressees have been specified:
    The "Modify Form" screen appears.

    If a selected user has set a mail status message, the message is displayed in a window as soon as you press ENTER. You must then press ENTER again to close that window.

    The number of addressees is shown adjacent to the "Selected" indicator. The name of the last addressee that was entered is shown below the "Addressee(s)" line.

    If a selected user has defined a Cc in the mail status message and/or a Cc or Cc 2 in the user address (see Modifying Your Own User Address), this is also added to the list of addressees. Thus, when you specify one addressee, up to three Cc addressees may also be added.

     11:26 AM            * * *  C O N - N E C T  3  * * *               26.Mar.2001
     Cabinet LS                       Modify Form                            Monday
                                                                                   
              Folder Work___________ File _______________                          
                                                                                   
           Form Name Interoffice_____________________                              
         Description ____________________________________________________________  
                     ____________________________________________________________  
                     ____________________________________________________________  
                     ____________________________________________________________  
                                                                                   
           User Form X                                                             
       or Entry Form _              Cnf Document ________________________________  
       or    Program F9997028                                                      
             Library SYSCNT2_                                   Mark to compile _  
                                                                                   
        Addressee(s) ___________________________________            Selected 2     
                     Eshberry,George                                               
         Private use _  or Security Read 7  Modify 7  Copy 7                       
                                                                                   
     2 addressee(s) selected - press ENTER to access the form editor            
       Command /                                                              /    
    Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
          Help  Menu  Quit              Mod         Addr  Frmat Flip  Last  Home   
    

    You can add more addressees at this point by entering them in the "Addressee(s)" line and pressing ENTER.

    You can also issue the ADDRESS command to access the address management system. You can then select further addressees from a selection window or remove addressees from the list. You can also define that an addressee is to receive a copy, a blindcopy or private mail. See Address Management System for further information.

    To access the Con-nect user form editor, press ENTER while the "Addressee(s)" line is empty.

  • No addressees have been specified:
    The Con-nect user form editor is displayed immediately and you must design the form as described below.

The Con-nect User Form Editor

                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
 -------------------------------------------------------------------------------
                           Con-nect User Form Editor                            
                                                                                
   You can use this screen to define a form by entering text lines, input       
   fields or by using one of the standard fields shown below. This explanation  
   will disappear when you press ENTER.                                         
   To create input fields on the form, mark the start of the field with a plus  
   symbol (+) and follow it with a series of Xs. If you want a field filled in  
   by Con-nect, use a '+' followed by one of the symbols below:                 
                                                                                
   +SUBJ Memo subject   +DATE in your format   +TIME hh:mm    +FROM your name   
   +DAY  Day of week    +FULL Month dd,yyyy    +DASH dashes   +TO   addressee   
 Enter a command, press a PF-key, or enter * to display commands                
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit                    Dflt              Flip  Last  Home   

The editor screen contains instructions on how to create the form. These instructions will disappear the first time you press ENTER, i.e. all 16 lines of the screen will then be available for the form.

Note:
Two user form examples are included later in this section. See Using a User Form to Send Mail and Using a User Form to Create a Document.

A user form contains two components: text lines and input fields. You can define a maximum of 16 lines for a user form.

Enter each text line at the position you want it to appear on the form.

Define input fields on the form. Each input field must start with a plus sign (+).

For example:

                             INTER-OFFICE MEMO                                  
       To: +TO                                                                  
     From: +FROM                                                                
  Subject: +SUBJ                                                                
     Date: +DATE                                                                
     File: +XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX                               
                                                                                
  +DASH                                                                         

If you want an input field to be filled in by Con-nect (e.g. with the current date), you mark the beginning of the field with a plus sign (+) and then enter the symbol (e.g. DATE) representing the information Con-nect is to supply.

To define an input field in which you can later enter information, mark the beginning of the field with a plus sign (+), and then enter an X for each character to specify the field length.

If you specify +TO and +SUBJ in the form editor, you can send mail directly, using the form, without intervening screens.

The following table lists all symbols you can use in the user form editor. The "Length" column contains the default field length for each symbol.

Symbol Length Description
+SUBJ 60 Used to send mail. Interpreted as the "Subject" line of the "Send" screen. You can then enter a subject. If +SUBJ is not specified, "Form" and the date and time, when your mail was sent, is automatically entered as the subject.
+DAY 10 The current day of the week is automatically provided (e.g. Tuesday).
+DATE 12 The current date is automatically provided in the format which was specified in your user profile.
+FULL 20 The current date is automatically provided in the format "month-name dd,yyyy" (e.g. June 16,1992)
+TIME 8 The current time is automatically provided in the format which was specified in your user profile (e.g. either 14:45 or 2:45 PM).
+DASH 75 Con-nect automatically inserts a 75 character long dashed line.
+FROM 20 Your name is automatically provided (e.g. Long,Sonya).
+TO 60 Used to send mail. Interpreted as the "Addressee(s)" line of the "Send" screen. You can then enter the addressees.
+XXXX user-defined Input field in which you can enter text. To define the field length, you must enter an X for each character (e.g. if the input field is to be 10 characters long, you must enter "+XXXXXXXXXX").

The addressees that are specified using +TO are not saved in the address list of the form. +TO can be used to specify additional addressees when sending the form.

If you specify more than one input field in the same line, the total length of the fields (and associated text lines) must not exceed 77 characters.

Note:
If you enter several fields in one line and the total length of the fields exceeds 77 characters, the appropriate error message appears and the cursor is positioned on the name of the field which caused the error.

The number of fields and words you can specify depends on the Natural profile parameter FSIZE (see the Natural documentation). You can use the following calculation to determine the number of fields that are allowed:

(FSIZE - 12000) / 40

You can use the following line commands:

,C (to copy a text line)
,D (to delete a text line)
,I (to insert a text line)

In contrast to the "Modify Document-name" screen, the above line commands only act upon a single line in the user form editor; i.e. you cannot specify the number of lines such as ,D(3). See Text Processing for further information on line commands.

After you have defined the form components, press ENTER to create the form.

Each time you press ENTER, Con-nect validates your input, i.e. Con-nect checks the line length and the FSIZE.

When a message appears indicating that the form is too complex, the FSIZE parameter is too small. In this case, you can finish editing the form and save it by issuing the QUIT command. However, the form is not cataloged (i.e. you cannot work with it, until the FSIZE parameter is increased). See your administrator for further information.

Optional - you can modify the defaults for the user form (see below).

Issue the QUIT command to save the form.

For comprehensive examples, see Using a User Form to Send Mail and Using a User Form to Create a Document.

Defaults for the User Form

You can modify the defaults for the user form.

Issue the following command from the user form editor.

DEFAULT

As a result, the "Modify Defaults for User Form" window appears.

                                                                                
                                                                                
                                                                                
                                       +---------------------------------------+
                                       !  Modify Defaults for User Form        !
                                       +---------------------------------------+
                                       !                                       !
                                       !  Mark to:                             !
 -----------------------------------   !                                       !
                           Con-nect    !  _  Permit input only in fields       !
                                       !  _  Permit usage of command line      !
   You can use this screen to define   !  _  Use filler character for fields   !
   fields or by using one of the sta   !  _  Expand the 'TO' field             !
   will disappear when you press ENT   !                                       !
   To create input fields on the for   !                                       !
   symbol (+) and follow it with a s   !                                       !
   by Con-nect, use a '+' followed b   !                                       !
                                       !                                       !
   +SUBJ Memo subject   +DATE in you   +---------------------------------------+
   +DAY  Day of week    +FULL Month                                             
 Enter a command, press a PF-key, or enter * to display commands                
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit                    Dflt              Flip  Last  Home   

The defaults only apply to this specific user form. You can mark the following fields with any character:

Permit input only in fields

Optional - you can enter information only in the fields you have defined. All other fields are protected fields in which you cannot enter text.

When you do not mark this field, you can enter text in all 16 lines of the user form.

Permit usage of command line

Optional - the command line will be provided.

Use filler character for fields

Optional - the length of the defined input fields is indicated by underscores.

Expand the "TO" field

Optional - when you use the form to send mail and the mail item is displayed, for example, in the Inbasket or Outbasket, each specified addressee is shown in an extra line. The addressees with the mail type "Original" are shown first, followed by those who receive copies of your mail item.

When you do not mark this field, only the first addressee you entered (and who receives an original mail item) is shown on the form. Therefore, if you use the form to send a mail item to more than one addressee, it is recommended that you mark this field.

Issue the QUIT command to close the window and to return to the user form editor.

Creating an Entry Form

Since the entry form logic differs from the logic of the other form types, it is recommended that you first read Using an Entry Form to Create a Document before you continue with this section.

If you specified "Entry Form" in the "Add Form" screen, the Con-nect entry form editor is displayed.

The Con-nect Entry Form Editor

                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
 -------------------------------------------------------------------------------
                        Con-nect Entry Form Editor                              
                                                                                
   You can use this screen to define an entry form by entering text lines       
   and the Con-form variables defined in the Cnf document. A variable must      
   begin with an ampersand (&). Its length is specified by the length of the    
   variable name. If the variable length is greater than the name, enter a      
   series of periods (.) after the variable name to specify the length.         
   (e.g. Name (A20)  :    &NAME................   )                             
                                                                                
   This explanation will disappear when you press ENTER.                        
                                                                                
 Enter a command, press a PF-key, or enter * to display commands                
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit  Orig  Confm                         Flip  Last  Home   

The screen shows an explanation on how to create an entry form; the explanation disappears the first time you press ENTER.

An entry form consists of two components: text lines and input fields. The input fields are the Con-form variables of the Cnf document that you specified for this entry form. A variable name must not exceed 32 characters. The variable names must be the same in the entry form editor and in the document.

A maximum of 16 lines is available in the entry form editor. This restriction does not apply to the documents that are used with the entry form.

Enter the text lines and the Con-form variables in the positions where you want them to appear on the form.

You can also select the Con-form variables from a window (see Selecting the Variables from a Window).

ach variable must begin with an ampersand (&). If the number of characters following the ampersand is not sufficient to define the length of the input field, enter periods (.) after the variable name (for example, if the input field is to be twenty characters long, specify "&NAME................").

The length of an input field must not exceed 77 characters. If you specify more than one input field on the same line, the total length of the fields (and associated text lines) must not exceed 77 characters.

Note:
If you enter several fields in one line and the total length of the fields exceeds 77 characters, the appropriate error message appears and the cursor is positioned on the name of the field, which caused the error.

Since the entry form is used to substitute variables in the document with the information you specify, you must not specify a variable more than once in the entry form editor. However, in the document, the same variable can appear several times and it is always filled with the same value.

Do not specify Con-nect system variables (such as &YFNAME) or Con-form system variables (such as &$DT) in the entry form editor. If you want to use these variables, specify them in the original Cnf document (i.e. the document that you specify in the "Add Form" screen). Later, when you add the second document (i.e. the document for which you have to specify the entry form in the "Add Document" screen), the system variables will be filled with the actual values.

You can use the following line commands:

,C (to copy a text line)
,D (to delete a text line)
,I (to insert a text line)

In contrast to the "Modify Document-name" screen, the above line commands only act upon a single line in the entry form editor; i.e. you cannot specify the number of lines such as ,D(3). See Text Processing for further information on line commands.

After you have defined the form components, press ENTER to create the form.

Each time you press ENTER, Con-nect validates your input, i.e. Con-nect checks the line length and the FSIZE.

When a message appears, indicating that the form is too complex, the FSIZE parameter is too small. In this case, you can finish editing the form and save it by issuing the QUIT command. However, the form is not cataloged (i.e. you cannot work with it, until the FSIZE parameter is increased). See your administrator for further information.

Issue the QUIT command to save the form.

Selecting the Variables from a Window

When you issue the ORIGINAL command, the "Mark Variables to Select" window is displayed, listing all Con-form variables which have been defined in the document (except the system variables).

                                                                                
                                                                                
                                                                                
                                       +---------------------------------------+
                                       !     Mark Variables to Select          !
                                       +---------------------------------------+
                                       !  __ SALUT                             !
                                       !  __ FIRST                             !
 -----------------------------------   !  __ LAST                              !
                        Con-nect Ent   !  __ NUM                               !
                                       !  __ STREET                            !
   You can use this screen to define   !  __ CITY                              !
   and the Con-form variables define   !  __ STATE                             !
   begin with an ampersand (&). Its    !  __ ZIP                               !
   variable name. If the variable le   !                                       !
   series of periods (.) after the v   !                                       !
   (e.g. Name (A20)  :    &NAME.....   !                                       !
                                       !                                       !
   This explanation will disappear w   +---------------------------------------+
                                                                                
  0  variable(s) selected - press ENTER for next page                           
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit  Orig  Confm                         Flip  Last  Home   

Mark each variable you want to use with any character and press ENTER.

Issue the QUIT command to close the window and to return to the entry form editor.

A message above the command line indicates which variable is currently selected. Repeat the process described below for each variable you selected.

                                                                                
 -------------------------------------------------------------------------------
                        Con-nect Entry Form Editor                              
  Use ORIGINAL to select the variables used in the Con-form document.           
                                                                                
  8  variable(s) - position cursor for  SALUT  and confirm                  
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit  Orig  Confm                         Flip  Last  Home   

Move the cursor to the position on the form where the variable is to appear.

Press the PF-key which has been assigned to the CONFIRM command to position the variable at the cursor position.

If the number of characters following the ampersand (&) is not sufficient to define the length of the input field, enter periods (.) after the variable name.

Creating a Natural Form

If you entered a program name and library for a Natural form in the "Add Form" screen, the form is created when you press ENTER; it is stored in the folder and file you specified in the "Add Form" screen.

If you have predefined addressees or if the program contains global variables with which you can pass the addressee and subject information from the form program to the Send function of Con-nect, you can send mail directly, using the form.

If the program does not contain a global variable for the subject, "Form" and the date and time, when your mail was sent, is automatically entered as the subject.

See Using a Natural Form to Create a Document for an example.

Working with Forms

You can perform many of your daily office tasks using either the forms you create or those which have been created by your administrator.

The following step-by-step descriptions show you how to use forms:

Using a User Form to Send Mail

When you issue the command sequence "SEND Memo", the "Send" screen appears (see Sending A Memo) and you can enter text for the memo. However, you may want to create and use your own layouts for different types of mail which you send within your organization.

Note:
Using a form to send mail is not the same as sending the form (i.e. the form definition) to another user. If you want another user to be able to use a form you create, you must COPY the form to that user's cabinet.

To send mail using a user form, the following steps are necessary:

ADD a user form as discussed in section Creating a User Form.

The example below describes a user form for an internal memo which can be sent directly to other users.

 12:30 PM            * * *  C O N - N E C T  3  * * *               26.Mar.2001
 Cabinet LS                          Add Form                            Monday
                                                                               
          Folder Work___________ File _______________                          
                                                                               
       Form Name Inter-office____________________                              
     Description ____________________________________________________________  
                 ____________________________________________________________  
                 ____________________________________________________________  
                 ____________________________________________________________  
                                                                               
       User Form x                                                             
   or Entry Form _              Cnf Document ________________________________  
   or    Program ________                                                      
         Library SYSCNT2_                                                      
                                                                               
    Addressee(s) ___________________________________                           
                                                                               
     Private use _  or Security Read 7  Modify 7  Copy 7                       
                                                                               
Complete the information above and press ENTER to add                          
   Command /                                                              /    
Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
      Help  Menu  Quit  In    Send  Foldr Docs  Note  Cal   Flip  Last  Home   

If you want, you can also predefine addressees at this point.

Press ENTER to access the user form editor.

Enter the text lines and define the input fields in the positions where you want them to appear on the form.

                             INTER-OFFICE MEMO                                  
       To: +TO                                                                  
     From: +FROM                                                                
  Subject: +SUBJ                                                                
     Date: +DATE                                                                
     File: +XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX                               
                                                                                
  +DASH                                                                         
 -------------------------------------------------------------------------------
                           Con-nect User Form Editor                            
                                                                                
   You can use this screen to define a form by entering text lines, input       
   fields or by using one of the standard fields shown below. This explanation  
   will disappear when you press ENTER.                                         
   To create input fields on the form, mark the start of the field with a plus  
   symbol (+) and follow it with a series of Xs. If you want a field filled in  
   by Con-nect, use a '+' followed by one of the symbols below:                 
                                                                                
   +SUBJ Memo subject   +DATE in your format   +TIME hh:mm    +FROM your name   
   +DAY  Day of week    +FULL Month dd,yyyy    +DASH dashes   +TO   addressee   
 Enter a command, press a PF-key, or enter * to display commands                
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit                    Dflt              Flip  Last  Home   

The words "INTER-OFFICE MEMO", "To", "From", "Subject", "Date" and "File" have been entered as text lines. Except for the line INTER-OFFICE MEMO, these text lines are followed by input fields.

The "From" and "Date" fields will be filled in automatically by Con-nect.

The "To" and "Subject" fields must be filled in by the user, and will be treated like the "Addressee(s)" and "Subject" lines of the "Send" screen.

The "File" line is an input field which can be filled in by the user.

Below the "File" field, Con-nect will automatically insert a dashed line (+DASH).

Optional - issue the DEFAULT command from the user form editor to access the "Modify Defaults for User Form" window.

                             INTER-OFFICE MEMO                                  
       To: +TO                                                                  
     From: +FROM                                                                
  Subject: +SUBJ                       +---------------------------------------+
     Date: +DATE                       !  Modify Defaults for User Form        !
     File: +XXXXXXXXXXXXXXXXXXXXXXXX   +---------------------------------------+
                                       !                                       !
  +DASH                                !  Mark to:                             !
 -----------------------------------   !                                       !
                           Con-nect    !  _  Permit input only in fields       !
                                       !  x  Permit usage of command line      !
   You can use this screen to define   !  x  Use filler character for fields   !
   fields or by using one of the sta   !  x  Expand the 'TO' field             !
   will disappear when you press ENT   !                                       !
   To create input fields on the for   !                                       !
   symbol (+) and follow it with a s   !                                       !
   by Con-nect, use a '+' followed b   !                                       !
                                       !                                       !
   +SUBJ Memo subject   +DATE in you   +---------------------------------------+
   +DAY  Day of week    +FULL Month                                             
 Enter a command, press a PF-key, or enter * to display commands                
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit                    Dflt              Flip  Last  Home   

In this example, the following fields have been marked in the "Modify Defaults for User Form" window:

Permit usage of command line

The command line will be provided.

Use filler character for fields

The length of the defined input fields will be indicated by underscores.

Expand the "TO" field

When the mail item is displayed, each specified addressee will be shown in an extra line. The addressees with the mail type "Original" are shown first, followed by those who receive copies of your mail item.

The "Permit input only in fields" field has not been marked. Thus, when you send the form, you can enter text in all 16 lines of the form.

Issue the QUIT command to close the "Modify Defaults for User Form" window.

After you have defined all form components, press ENTER to create the form.

Issue the QUIT command to save the form.

To send mail using the user form, issue the SEND command in conjunction with the form name:

SEND Form name

As a result, the blank form is displayed on your screen.

  12:30 PM                * * *  C O N - N E C T  3 * * *            26.Mar.2001
  Cabinet LS                                                              Monday
   -----------------------------------------------------------------------------
                              INTER-OFFICE MEMO                                 
        To:  ____________________________________________________________       
      From:  Long,Sonya                                                         
   Subject:  ____________________________________________________________       
      Date:  26.Mar.2001                                                        
      File:  _____________________________________                              
                                                                                
   ---------------------------------------------------------------------------  
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
   -----------------------------------------------------------------------------
                                                                                
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit        Confm       Dflt  Addr                           

Fill in the "To" and "Subject" fields. You can optionally fill in the "File" field.

You can access the address management system by issuing the ADDRESS command (see Address Management System).

You can modify the send defaults by issuing the DEFAULT command (see Modifying the Send Defaults).

Issue the CONFIRM command to send your mail.

If you have specified one or more addressees (either in the +TO field or by accessing the address management system), the form is sent to the specified addressee(s) as soon as you issue the CONFIRM command.

If you have not specified an addressee, the "Send" screen appears and you must enter the addressee(s). You can optionally attach a cover note to the form. You must then issue the CONFIRM command once more to send your mail.

If you did not specify a subject (+SUBJ), "Form" and the date and time when you sent the form is automatically entered as the subject. The subject (and not the form header or name) is shown in the Inbasket of the addressee(s).

Using a User Form to Create a Document

When you ADD a document, you access the "Modify Document-name" screen. However, you can also create and use standard layouts for documents prepared within your organization.

To create a document using a user form, the following steps are necessary:

ADD a user form as discussed in section Creating a User Form.

 13:45 PM            * * *  C O N - N E C T  3  * * *               26.Mar.2001
 Cabinet LS                          Add Form                            Monday
                                                                               
          Folder Work___________ File _______________                          
                                                                               
       Form Name Visitform_______________________                              
     Description ____________________________________________________________  
                 ____________________________________________________________  
                 ____________________________________________________________  
                 ____________________________________________________________  
                                                                               
       User Form x                                                             
   or Entry Form _              Cnf Document ________________________________  
   or    Program ________                                                      
         Library SYSCNT2_                                                      
                                                                               
    Addressee(s) ___________________________________                           
                                                                               
     Private use _  or Security Read 7  Modify 7  Copy 7                       
                                                                               
Complete the information above and press ENTER to add                          
   Command /                                                              /    
Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
      Help  Menu  Quit  In    Send  Foldr Docs  Note  Cal   Flip  Last  Home   

Press ENTER to access the user form editor.

Enter the text lines and define the input fields in the positions where you want them to appear on the form.

                                                                                
                            Customer Visit Report                               
                                                                                
   By:        +FROM                                                             
   Customer:  +XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX                          
   Date:      +DATE                                                             
                                                                                
                                                                                
 -------------------------------------------------------------------------------
                           Con-nect User Form Editor                            
                                                                                
   You can use this screen to define a form by entering text lines, input       
   fields or by using one of the standard fields shown below. This explanation  
   will disappear when you press ENTER.                                         
   To create input fields on the form, mark the start of the field with a plus  
   symbol (+) and follow it with a series of Xs. If you want a field filled in  
   by Con-nect, use a '+' followed by one of the symbols below:                 
                                                                                
   +SUBJ Memo subject   +DATE in your format   +TIME hh:mm    +FROM your name   
   +DAY  Day of week    +FULL Month dd,yyyy    +DASH dashes   +TO   addressee   
 Enter a command, press a PF-key, or enter * to display commands                
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit                    Dflt              Flip  Last  Home   

Optional - issue the DEFAULT command from the user form editor to access the "Modify Defaults for User Form" window.

                                                                                
                      Customer Visit Report                                     
                                                                                
  By:       +FROM                      +---------------------------------------+
  Customer: +XXXXXXXXXXXXXXXXXXXXXXX   !  Modify Defaults for User Form        !
  Date:     +DATE                      +---------------------------------------+
                                       !                                       !
                                       !  Mark to:                             !
 -----------------------------------   !                                       !
                           Con-nect    !  x  Permit input only in fields       !
                                       !  x  Permit usage of command line      !
   You can use this screen to define   !  x  Use filler character for fields   !
   fields or by using one of the sta   !  _  Expand the 'TO' field             !
   will disappear when you press ENT   !                                       !
   To create input fields on the for   !                                       !
   symbol (+) and follow it with a s   !                                       !
   by Con-nect, use a '+' followed b   !                                       !
                                       !                                       !
   +SUBJ Memo subject   +DATE in you   +---------------------------------------+
   +DAY  Day of week    +FULL Month                                             
 Enter a command, press a PF-key, or enter * to display commands                
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit                    Dflt              Flip  Last  Home   

In this example, the following fields have been marked in the "Modify Defaults for User Form" window:

Permit input only in fields

When you press ENTER in the "Add document" screen, a new screen appears showing the document which has been created by the form. When this field has been marked, you can enter information only in the fields you have defined. All other fields are protected fields in which you cannot enter text. However, when you issue the MODIFY command to place the document in the "Modify Document-name" screen, you can enter text in all lines of the document.

Permit usage of command line

The command line will be provided.

Use filler character for fields

The length of the defined input fields will be indicated by an underscore.

Issue the QUIT command to close the "Modify Defaults for User Form" window.

After you have defined all form components, press ENTER to create the form.

Issue the QUIT command to save the form.

ADD a document. In addition to the document definition criteria, enter the name of the user form in the "Add Document" screen.

 13:46 PM            * * *  C O N - N E C T  3  * * *               26.Mar.2001
 Cabinet LS                      Add Document                            Monday
                                                                               
          Folder Work___________ File _______________                          
                                                                               
   Document Name Acme-Visit______________________                              
                                                                               
     Create with Visitform_______________________  ( Form / Program )          
                                                                               
     Description ____________________________________________________________  
                 ____________________________________________________________  
                 ____________________________________________________________  
                 ____________________________________________________________  
                                                                               
        Keywords _______________  _______________  _______________             
                 _______________  _______________  _______________             
                                                                               
     Private use _  or Security Read 7  Modify 7  Copy 7  Print 7              
                                                                               
 Expiration Date 26.Mar.2002  Archive on Expiration _                          
Complete the information above and press ENTER to add                          
   Command /                                                              /    
Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
      Help  Menu  Quit              Mod               Frmat Flip  Last  Home   

Press ENTER to display the document created by the form.

  13:47 PM             * * *  C O N - N E C T  3  * * *              26.Mar.2001
  Cabinet LS                                                              Monday
   -----------------------------------------------------------------------------
                                                                                
                       Customer Visit Report                                    
                                                                                
   By:        Long,Sonya                                                        
   Customer:  ____________________________________________                      
   Date:      26.Mar.2001                                                       
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
   -----------------------------------------------------------------------------
                                                                                
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit        Mod                                              

Note:
If the "Permit input only in fields" field has not been marked in the "Modify Defaults for User Form" window, you can enter information in all lines in the above screen.

Issue the MODIFY command to place the document in the "Modify Document-name" screen, where you can complete it using the editor functions (see Text Processing).

  13:48 PM             * * *  C O N - N E C T  3  * * *              26.Mar.2001
  Cabinet LS        Modify  Acme-Visit                                    Monday
  Folder  Work             File                          Page      1 Line      1
    ....+....10...+....20...+....30...+....40...+....50...+....60...+....70...+.
                                                                                
                     Customer Visit Report                                      
                                                                                
    By:       Long,Sonya                                                        
    Customer:                                                                   
    Date:     26.Mar.2001                                                       
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
 Enter a command, press a PF-key, or enter * to display commands                
    Command /                                          / used  1 %  Dir +  Del ,
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit  Set         X     Top   Bot   Y     Flip  CX-Y  Home   

After you have completed your document, issue the QUIT command to save it.

Using an Entry Form to Create a Document

To create a document using an entry form, the following steps are necessary:

ADD a document which contains all required information (the document text and Con-form variables). Do not define the values for the variables.

  13:50 PM             * * *  C O N - N E C T  3  * * *              26.Mar.2001
  Cabinet LS        Modify  Birthday                                      Monday
  Folder  Work             File                          Page      1 Line      1
    ....+....10...+....20...+....30...+....40...+....50...+....60...+....70...+.
    .rm 60;.lm 2                                                                
    .sl 2                                                                       
                                           Sun Valley, &$DT                     
    .sl 2                                                                       
    &SALUT                                                                      
    &FIRST &LAST                                                                
    &NUM &STREET                                                                
    .sl 1                                                                       
    &CITY, &STATE &ZIP                                                          
    .sl 3                                                                       
    Dear &SALUT &LAST,                                                          
    .sl 1                                                                       
    A nice little birthday present is waiting for you in my office.             
    .sl 1                                                                       
    We're all looking forward to another year of perfect cooperation            
    with you.                                                                   
 Enter a command, press a PF-key, or enter * to display commands                
    Command /                                          / used  1 %  Dir +  Del ,
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit  Set         X     Top   Bot   Y     Flip  CX-Y  Home   

ou can also specify Con-form system variables (such as &$DT) or Con-nect system variables (such as &YFNAME).

Note:
See Con-nect System Variables in section Text Processing. For a description of the Con-form system variables, see the Con-form User's Guide.

ADD an entry form as discussed in section Creating an Entry Form. Specify the name of the Cnf document you have previously created in the "Cnf Document" line.

 14:10 PM            * * *  C O N - N E C T  3  * * *               26.Mar.2001
 Cabinet LS                          Add Form                            Monday
                                                                               
          Folder Work___________ File _______________                          
                                                                               
       Form Name Birthday________________________                              
     Description ____________________________________________________________  
                 ____________________________________________________________  
                 ____________________________________________________________  
                 ____________________________________________________________  
                                                                               
       User Form _                                                             
   or Entry Form x              Cnf Document Birthday________________________  
   or    Program ________                                                      
         Library SYSCNT2_                                                      
                                                                               
    Addressee(s) ___________________________________                           
                                                                               
     Private use _  or Security Read 7  Modify 7  Copy 7                       
                                                                               
Complete the information above and press ENTER to add                          
   Command /                                                              /    
Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
      Help  Menu  Quit  In    Send  Foldr Docs  Note  Cal   Flip  Last  Home   

Press ENTER to access the entry form editor.

                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
 -------------------------------------------------------------------------------
                        Con-nect Entry Form Editor                              
                                                                                
   You can use this screen to define an entry form by entering text lines       
   and the Con-form variables defined in the Cnf document. A variable must      
   begin with an ampersand (&). Its length is specified by the length of the    
   variable name. If the variable length is greater than the name, enter a      
   series of periods (.) after the variable name to specify the length.         
   (e.g. Name (A20)  :    &NAME................   )                             
                                                                                
   This explanation will disappear when you press ENTER.                        
                                                                                
 Enter a command, press a PF-key, or enter * to display commands                
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit  Orig  Confm                         Flip  Last  Home   

Enter the text lines and the Con-form variables in the positions where you want them to appear on the form.

If the number of characters following the ampersand (&) is not sufficient to define the length of the input field, enter periods (.) after the variable name.

If you want to select the Con-form variables from a window, issue the ORIGINAL command to display the "Mark Variables to Select" window.

                                                                                
                                                                                
                                                                                
                                       +---------------------------------------+
                                       !     Mark Variables to Select          !
                                       +---------------------------------------+
                                       !  __ SALUT                             !
                                       !  __ FIRST                             !
 -----------------------------------   !  __ LAST                              !
                        Con-nect Ent   !  __ NUM                               !
                                       !  __ STREET                            !
   You can use this screen to define   !  __ CITY                              !
   and the Con-form variables define   !  __ STATE                             !
   begin with an ampersand (&). Its    !  __ ZIP                               !
   variable name. If the variable le   !                                       !
   series of periods (.) after the v   !                                       !
   (e.g. Name (A20)  :    &NAME.....   !                                       !
                                       !                                       !
   This explanation will disappear w   +---------------------------------------+
                                                                                
  0  variable(s) selected - press ENTER for next page                           
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit  Orig  Confm                         Flip  Last  Home   

Mark all variables in the window and press ENTER. Issue the QUIT command to close the window.

Enter your text and move the cursor to the position on the form where the variable is to appear. Press the PF-key which has been assigned to the CONFIRM command to position the variable at the cursor position.

                                                                                
                  B I R T H D A Y   L E T T E R                                
                *********************************                             
                                                                                
                                                                                
      Salutation : &SALUT                                                       
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
                                                                                
 -------------------------------------------------------------------------------
                        Con-nect Entry Form Editor                              
  Use ORIGINAL to select the variables used in the Con-form document.           
                                                                                
  7  variable(s) - position cursor for  FIRST  and confirm                  
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit  Orig  Confm                         Flip  Last  Home   

If the number of characters following the ampersand (&) is not sufficient to define the length of the input field, enter periods (.) after the variable name.

Repeat this process for each variable you selected from the window.

                                                                                
                  B I R T H D A Y   L E T T E R                                
                *********************************                             
                                                                                
                                                                                
      Salutation : &SALUT                                                       
                                                                                
      Firstname  : &FIRST...............                                        
                                                                                
      Lastname   : &LAST................                                        
                                                                                
      Number     : &NUMB                   Street   : &STREET................   
                                                                                
      City       : &CITY................                                        
                                                                                
      State      : &STATE...............   Zip Code : &ZIP..                    
 -------------------------------------------------------------------------------
                        Con-nect Entry Form Editor                              
  Use ORIGINAL to select the variables used in the Con-form document.           
                                                                                
 Entry form was modified, use QUIT to save it                                   
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit  Orig  Confm                         Flip  Last  Home   

After you have defined the form components, press ENTER to validate the input.

Issue the QUIT command to save the form.

ADD another document. In addition to the document definition criteria, enter the name of the entry form in the "Create with" line.

  14:30 PM             * * *  C O N - N E C T  3  * * *              26.Mar.2001
  Cabinet LS                      Add Document                            Monday
                                                                                
           Folder Work___________ File _______________                          
                                                                                
    Document Name Birthday-JMA____________________                              
                                                                                
      Create with Birthday________________________  ( Form / Program )          
                                                                                
      Description ____________________________________________________________  
                  ____________________________________________________________  
                  ____________________________________________________________  
                  ____________________________________________________________  
                                                                                
         Keywords _______________  _______________  _______________             
                  _______________  _______________  _______________             
                                                                                
      Private use _  or Security Read 7  Modify 7  Copy 7  Print 7              
                                                                                
  Expiration Date 26.Mar.2002  Archive on Expiration _                          
 Complete the information above and press ENTER to add                          
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit              X                 Y     Flip  CX-Y  Home   

Press ENTER to display the entry form.

   14:31 PM            * * *  C O N - N E C T  3  * * *              26.Mar.2001
  Cabinet LS                                                              Monday
   -----------------------------------------------------------------------------
                                                                                
                   B I R T H D A Y   L E T T E R                               
                 *********************************                            
                                                                                
                                                                                
       Salutation :  _____                                                      
                                                                                
       Firstname  :  ____________________                                       
                                                                                
       Lastname   :  ____________________                                       
                                                                                
       Number     :  ____                   Street   :  _______________________ 
                                                                                
       City       :  ____________________                                       
                                                                                
       State      :  ____________________   Zip Code :  _____                   
   -----------------------------------------------------------------------------
                                                                                
                                                                                
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit        Mod                                              

Fill in the form as appropriate.

  14:33 PM            * * *  C O N - N E C T  3  * * *               26.Mar.2001
  Cabinet LS                                                              Monday
   -----------------------------------------------------------------------------
                                                                                
                   B I R T H D A Y   L E T T E R                               
                 *********************************                            
                                                                                
                                                                                
       Salutation :  Mr.__                                                      
                                                                                
       Firstname  :  John________________                                       
                                                                                
       Lastname   :  Martin______________                                       
                                                                                
       Number     :  45__                   Street   :  Park View______________ 
                                                                                
       City       :  Maplewood___________                                       
                                                                                
       State      :  Minn._______________   Zip Code :  55109                   
   -----------------------------------------------------------------------------
                                                                                
                                                                                
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit        Mod                                              

Press the PF-key which has been assigned to the MODIFY command to place the document in the "Modify Document-name" screen.

  14:35 PM             * * *  C O N - N E C T  3  * * *              26.Mar.2001
  Cabinet LS        Modify  Birthday-JMA                                  Monday
  Folder  Work             File                          Page      1 Line      1
    ....+....10...+....20...+....30...+....40...+....50...+....60...+....70...+.
                                                                                
                                                                                
                                                                                
                                             Sun Valley, 26. 3.01               
                                                                                
                                                                                
      Mr.                                                                       
      John Martin                                                               
      45 Park View                                                              
                                                                                
      Maplewood, Minn. 55109                                                    
                                                                                
                                                                                
                                                                                
      Dear Mr. Martin,                                                          
                                                                                
 Enter a command, press a PF-key, or enter * to display commands                
    Command /                                          / used  1 %  Dir +  Del ,
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit  Set         X     Top   Bot   Y     Flip  CX-Y  Home   

The variables have been filled with the information you specified in the previous screen. All Con-form system variables and Con-nect system variables you specified in the original document, are automatically replaced with the appropriate values. In the above example, &$DT has been replaced with the current date. You can now further modify the document text (see Text Processing).

Issue the QUIT command to save the document.

Optional - to send the document which has been created using the entry form (i.e. the document containing all information you just filled in) to another user, issue the SEND command in conjunction with the document.

Using a Natural Form to Create a Document

You can also create a document using a Natural form.

The following example uses a program to create a Natural form, which is in turn used to create a document. The document contains information from the database, and can be modified in the editor.

A Natural program must be created.

0010 ****************************************************************
0020 * Program Name : SAMPLE-PROGRAM NATURAL FORM SMPL9
0030 * Created by   : Sonya Long
0040 * Date         : 4.Feb.1999
0050 *
0060 * Creates A Natural Form
0070 ***************************************************************
0080 DEFINE DATA LOCAL
0090 01 #DEPARTMENT (A10)
0100 01 BEST-VIEW VIEW OF EMPLOYEES
0110   02 DEPT
0120   02 NAME
0130   02 FIRST-NAME
0140   02 LEAVE-DUE
0150 01 #COUNTER      (N2)
0160 01 #FIRSTNAME    (A20/100)
0170 01 #LASTNAME     (A20/100)
0180 01 #LEAVEDAY     (N2/100)
0190 01 #NUMBER       (N2/100)
0200 01 #USER-NAME    (A20)
0210 01 #MONTH        (A22)
0220 01 #SENDNAME     (A20)
0230 END-DEFINE
0240 *
0250 SET CONTROL 'Z'
0260 INPUT 'DEPT = ' #DEPARTMENT
0270 *
0280 MOVE 1 TO #COUNTER
0290 *                                     /* SELECT DATA
0300 READ BEST-VIEW BY NAME WHERE (DEPT=#DEPARTMENT)AND (LEAVE-DUE > 23)
0310 *
0320  MOVE #COUNTER       TO #NUMBER   (#COUNTER)
0330  MOVE NAME           TO #LASTNAME (#COUNTER)
0340  MOVE FIRST-NAME     TO #FIRSTNAME(#COUNTER)
0350  MOVE LEAVE-DUE      TO #LEAVEDAY (#COUNTER)
0360  ADD 1 TO #COUNTER
0370 *
0380 END-READ
0390 *                                     /* SELECTED DATA IN MAP
0400 *
0410   INPUT USING MAP 'FORM9   '
0420       #DEPARTMENT #FIRSTNAME(*) #LASTNAME(*) #LEAVEDAY(*) #MONTH
0430       #NUMBER(*) #SENDNAME #USER-NAME
0440 *
0450 SET CONTROL 'C'                       /* MAP IN ESIZE
0460 *
0470 END

You can also use other methods to produce text in the Con-nect editor. For example, you can create a Natural program containing the following statement:

DEFINE PRINTER (1) OUTPUT 'SOURCE'

ADD a Natural form as discussed in section Creating a Natural Form. Specify the name of the Natural program and the library in which it is cataloged.

 15:15 PM            * * *  C O N - N E C T  3  * * *               26.Mar.2001
 Cabinet LS                          Add Form                            Monday
                                                                               
          Folder Work___________ File _______________                          
                                                                               
       Form Name Vacation-Form___________________                              
     Description ____________________________________________________________  
                 ____________________________________________________________  
                 ____________________________________________________________  
                 ____________________________________________________________  
                                                                               
       User Form _                                                             
   or Entry Form _              Cnf Document ________________________________  
   or    Program SMPL9___                                                      
         Library SYSCNT2_                                                      
                                                                               
    Addressee(s) ___________________________________                           
                                                                               
     Private use _  or Security Read 7  Modify 7  Copy 7                       
                                                                               
Complete the information above and press ENTER to add                          
   Command /                                                              /    
Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
      Help  Menu  Quit  In    Send  Foldr Docs  Note  Cal   Flip  Last  Home   

ADD a document and enter the name of the form in the "Create with" line.

  15:20 PM             * * *  C O N - N E C T  3  * * *              26.Mar.2001
  Cabinet LS                      Add Document                            Monday
                                                                                
           Folder Work___________ File _______________                          
                                                                                
    Document Name Vacation-01_____________________                              
                                                                                
      Create with Vacation-Form___________________  ( Form / Program )          
                                                                                
      Description ____________________________________________________________  
                  ____________________________________________________________  
                  ____________________________________________________________  
                  ____________________________________________________________  
                                                                                
         Keywords _______________  _______________  _______________             
                  _______________  _______________  _______________             
                                                                                
      Private use _  or Security Read 7  Modify 7  Copy 7  Print 7              
                                                                                
  Expiration Date 26.Mar.2002  Archive on Expiration _                          
 Complete the information above and press ENTER to add                          
    Command /                                                              /    
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit  In    Send  Foldr Docs  Note  Cal   Flip  Last  Home   

Press ENTER to display the following message from the program:

DEPT =

Enter the name of the department (COMP02) and press ENTER.

As a result the form created by the program appears.

                                                                                
                                                                                
 Information about Vacation Plan (Monthly Report : February               )     
                                                                                
 Department :  COMP02                                                           
 From       :  PERSONNEL                                                        
 Worked out :  SONYA LONG                                                       
                                                                                
 Here is the monthly list of vacation of employees and their days               
 of leave this year:                                                           
                                                                                
   1    ROGER                   BESSON                 33                       
   2    ANNIE                   GODEFROY               33                       
   3    DANIEL                  GREGOIRE               33                       
   4    WALTER                  HAMSON                 25                       
   5    GORKA                   NIEDA                  24                       
   6    WALTER                  REDMAN                 26                       
   7    ANTONIO                 VILLAR                 25                       
   8    WILFRED                 WILDE                  24                       
   9    FRANK                   WOOD                   27                       
                                                                                
                                                                                
                                                                                
                                                                                

Press ENTER to place the form in the "Modify Document-name" screen.

  15:30 PM             * * *  C O N - N E C T  3  * * *              26.Mar.2001
  Cabinet LS        Modify  Vacation-01                                   Monday
  Folder  Work             File                          Page      1 Line      1
    ....+....10...+....20...+....30...+....40...+....50...+....60...+....70...+.
                                                                                
                                                                                
    Information about Vacation Plan (Monthly Report : February               )  
                                                                                
    Department :  COMP02                                                        
    From       :  PERSONNEL                                                     
    Worked out :  SONYA LONG                                                    
                                                                                
    Here is the monthly list of vacation of employees and their days            
    of leave this year:                                                         
                                                                                
      1    ROGER                   BESSON                 33                    
      2    ANNIE                   GODEFROY               33                    
      3    DANIEL                  GREGOIRE               33                    
      4    WALTER                  HAMSON                 25                    
      5    GORKA                   NIEDA                  24                    
 Enter a command, press a PF-key, or enter * to display commands                
    Command /                                          / used  1 %  Dir +  Del ,
 Enter-PF1---PF2---PF3---PF4---PF5---PF6---PF7---PF8---PF9---PF10--PF11--PF12---
       Help  Menu  Quit  Set         X     Top   Bot   Y     Flip  CX-Y  Home   

Managing Your Forms

Issue the following command sequence from any point in Con-nect to display a list of all available forms:

DISPLAY Form

As a result, the "Display Forms by Name" screen appears.

 16:31 PM            * * *  C O N - N E C T  3  * * *               26.Mar.2001
 Cabinet LS                 Display Forms by Name                        Monday
                                                                               
 Cmd Form Name                      Program  Library  Folder        Date Filed 
 --- ------------------------------ -------- -------- ------------- -----------
 __  Birthday                       F9997028 SYSCNT2  Work          26.Mar.2001
 __  Inter-office                   F9997031 SYSCNT2  Work          26.Mar.2001
 __  Orders                         F9997030 SYSCNT2  Work          26.Mar.2001
 __  Vacation-Form                  F9997029 SYSCNT2  Work          26.Mar.2001
                                                                               
 __  Visitform                      F9997032 SYSCNT2  Work          26.Mar.2001
                                                                               
                                                                               
                                                                               
                                                                               
                                                                               
                                                                               
                                                                               
                                                                               
                                                                               
Cmds are 1 or 2 characters from the list below (FLIP for PF-keys)              
   Command /                                                              /    
 Address  Copy     Display  Erase    File     Modify   Send     Top            

The forms are arranged alphabetically. Your own forms are displayed first, followed by those created by the Con-nect administrator. The columns display the following information:

Form Name

The name of the form.

Program

The name of the Natural program that creates the form. The F99... programs are Natural programs which Con-nect generates to create a user form or entry form. If you erase the form, the program is also erased. If you copy the form, the program is also copied.

Library

The name of the Natural library in which the program is cataloged.

Folder

The name of the folder in which the form is stored.

Forms which have been created by the Con-nect administrator are marked with (S); you can use these forms, but cannot erase, file or modify them.

Date Filed

The date when the form was first filed in the cabinet.

Commands for Forms

The command prompting line of the "Display Forms by Name" screen shows all the commands which apply to forms. The commands are described in section Commands. The following exceptions apply when working with forms:

ADDRESS

The ADDRESS command displays all addressees you specified when adding or modifying the form.

If you want to display only those addressees who have activated a mail status message, see the description of the DISPLAY command.

Valid commands for users, cabinets and transport service addressees: you can mark the name of an addressee with CO, DI or UN:

  • The COPY command creates a nickname for this addressee. The "Copy Mail Address to Nickname" window is displayed. You can modify the suggestion for the nickname in this window and then press ENTER to access the "Modify Address" screen.

  • The DISPLAY command displays the full address of the addressee (depending on the addressee type, a screen appears containing the user or cabinet address, or a window containing information on the external node).

  • The UNDO command removes this addressee from the list of predefined addressees.

COPY

The COPY command allows you to send a copy of the form definition criteria to another user - provided that the user has authorized you to access his cabinet (see Adding Shared Users to Your Private Cabinet). The Natural program which created the form is also copied.

When you copy an entry form to another user's cabinet, the Cnf document is also copied to this cabinet.

When you copy a form, the address list is not copied.

DISPLAY

The DISPLAY command displays the form definition criteria you specified when the form was added. The only way to display the actual user form or entry form is to issue the MODIFY command in conjunction with the form. For a Natural form, you must access the Natural program.

If you want to display the Cnf document which has been linked to an entry form, you can mark the "Display Cnf Document" field. Then, you can also PRINT the document.

If you want to display the addressee list, you can mark one of the following fields:

  • Mark _ to display all selected addressee(s)
    Displays all predefined addressees. Alternatively, you can also issue the ADDRESS command with a form.

  • only with active mail status message
    Displays only those predefined addressees who have activated a mail status message.

ERASE

The ERASE command erases the form definition and places it in your Wastebasket. The Natural program which created the form is also deleted. Other users (for example, those who received a copy of your form) can still work with this form, since the program which created the form is also copied.

MODIFY

The MODIFY command allows you to modify the form definition criteria. You can change a user form into a Natural form, but you cannot change a Natural form into a user form.

When you just want to modify, for example, the form name, description or library of a user form or entry form, you can specify that the form is to be recompiled without accessing the form editor. To do so, mark the field "Mark to compile".

User Form

If you are modifying a user form and press ENTER, the user form editor is accessed and you can modify the fields and/or the text of the form. To save the modifications, you must first press ENTER and then issue the QUIT command.

If you issue the DEFAULT command from the user form editor and modify the defaults, the form is automatically changed according to the new criteria.

Entry Form

If you are modifying an entry form and press ENTER, the entry form editor is accessed and you can modify fields and/or the text of the form. You can also define new fields which have been added to the Con-form document. To save the modifications, you must first press ENTER and then issue the QUIT command.

If you modify the original document, these changes are not applied to the document which has been linked to the entry form.

If you want to use the modified version of the document, you must specify the document name once more in the "Modify Form" screen; i.e. you must type over the document name shown in the "Cnf Document" line with the same name.

If the modified document contains additional variables, you must also modify the entry form and define the new variables in the entry form editor.

You can also specify another document for the entry form; for example, a German translation of the document which uses the same variables.

If you specify another document which uses different variables, and if you do not define these variables in the entry form, an error will occur when you try to add a document which uses this form.

SEND

The SEND command allows you to send mail using a standard form. This can either be a user form or a Natural form.

If addressees have been predefined or if the global variables with which you can pass the addressee and subject information from the form program to the Send function of Con-nect were specified when the form was created, you can send mail directly, using the form.

When you add or remove addressees at this point, the modifications only apply to the current send procedure. The address list that has been stored with the form itself is not modified.

You cannot send an entry form itself, but you can send the document which has been created by the entry form.

You must use the COPY command to send a copy of the form to another user.

Integrating Forms into the Con-nect Office

The following suggestions may be useful in integrating forms into your Con-nect office.

You can assign a command alias to the command sequence "SEND Form name" (see Command Aliases).

You can assign the command sequence "SEND Form name" to a PF-key (see PF-Key Assignments).

You can create a new menu that contains the form, or incorporate the form into an existing menu (see Creating Your Own Menus). You can then choose to have that menu displayed as your "Menu" each time you access Con-nect (see Menu and Overlay Calendar).