Supercharge your Proficy solution! Download a free trial of Proficy Operations Hub, CSense analytics, and more. Explore our Proficy 2025 releases!

Workflow IPI
Get Started
Tutorials
Orientation
Configure Your Environment
Security
Resource Information and Configuration
Data Administration
Forms and User Displays
- Forms Introduction
- Designer Panels
  - Designer Panels
    The Designer workspace is comprised of a number of panels that are used for designing your forms and user displays. Each panel performs a different function and may or may not be required for your design purposes.
  - Designer: Project Panel
    The Project panel in the Designer allows you to view the project structure and provides the ability to create new XAML and library (DLL) files, open existing files, and add new folders and/or classes to your project. You can also choose to build or build and run your project. These tasks can all be performed from the right-click menu.
  - Designer: Document Tree
    The Document Tree panel contains the document tree that corresponds to the XAML document you are currently editing. The document tree is a hierarchal visual representation of all the elements in your workspace.
    - Add controls to the document tree
    - Locate a control
    - Change the active layer
      By default, the top-level active layer is a grid control.
    - Use Paste Special
    - Move stacked controls
    - Fit a control to the grid cell
    - Control the visibility of layers and controls
    - Rotate a control
    - Add an event handler to a Form activity
      Event handlers are activity sequences that are triggered by a specific event. They allow a workflow to run logic when the events occur while the form is active.
  - Designer: Control Toolbox
    The Designer supports native .NET 4.5 controls and containers, third party .NET 4.5 controls, and has many of its own .NET controls available. The Designer does not support Silverlight controls or 2D shapes or drawing capabilities.
  - Designer: Resources
    The Resources tab contains images that you can use in your forms or user displays.
  - Designer: Properties Panel
    Each control available in the Toolbox has properties that you can configure. These properties can be used to change the appearance of the control, as well as certain functionality.
  - Navigate URI
    The Navigate URI dialog box is used throughout the Designer to select source files to use within a form or user display.
  - Designer: Parameters Panel
    The Parameters panel allows you to configure input and output parameters that you can use to bind control properties to.
  - Designer: Data Items Panel
    The Data Items panel allows you to configure data items that you can use to bind control properties to.
  - Designer: Form Events Panel
    The Form Events panel allows you to configure events that can be raised from this form. The form events you configure are available to workflows using this form.
  - Designer: Server Methods
    The Server Methods panel allows you to configure service interfaces that can be called from the current form or user display. The server methods available are also used to configure call methods in workflows.
  - Designer: Client Methods
    The Client Methods panel allows you to configure client-specific methods that can be called from the current form or user display.
  - Server and Client Methods Events
    Each method exposes event triggers that you can use to further configure your form or display.
  - Designer: Test Panel
    The Test panel allows you to view the results of a form or user display when you build and run in the Designer.
  - Designer: Default Properties
    The Default Properties panel allows you to configure default drawing properties for the control currently set as the active layer.
  - Designer: Preview Panel
    The Preview panel allows you to view the form or user display before you build it.
- Display and Group Duplication
- Form Templates
- Basic Forms and Displays
- Web-Based Forms and Displays
- Existing Assembly Options
- Form Development in Visual Studio
- Form Development in Silverlight
Building and Configuring Workflows
eSOP
ActiveX Task Controls
Service Interfaces
Operator Task List in the Workflow Client
Best Practices

Use Paste Special

Procedure

In the navigator, click Global Displays > Forms.
In the Folders list, select the resource type you want to work with.
Click Display Editor > Designer > Document Tree.
Right-click the control you want to copy, and then select Copy.
Right-click in the designer, and then select Paste Special.
The Applying <control (control name)> to Target dialog box appears.
Select the option you want to use to apply to the control, and then click OK.
Save the form or user display.
Click Save on the... To save...
toolbar locally for WPF forms; to the server for Silverlight forms
title bar to the server for WPF forms

Click Save on the...	To save...
toolbar	locally for WPF forms; to the server for Silverlight forms
title bar	to the server for WPF forms