View source for Part 1: Customizing the Default Layout Form

In this part of the exercise, you update the Default Form that was generated for your application Object, Orders, by adding some additional fields and functions to make the Form more realistic.
# Look at the default Form created by the system when you created the MyOrders application:
## Log in to your AgileApps Cloud tenant as yourself (not as MyManager) and select application MyOrders.
## Go to the '''Configuration''' page, under the '''Customization''' tile, click '''Objects'''. Click the '''Orders''' Object.
##:'''Note:''' This page shows the toolset you use to edit the Orders system Object that was generated when you created the MyOrders application - this Object is a system-managed data table in webMethods AgileApps Cloud.<br><br>[[File:Objects_Orders.png|800px]]<br><br>
## Click '''Forms''' and click the '''Default Layout''' Form. The Form editor appears:<br><br>[[File:Objects_Orders_Forms_ Default_Layout.png|800px]]<br><br>
# Look at the Agent’s (internal User’s) perspective of the Default Form:
## Select the '''Orders''' tab.<br>[[File:Orders_tab.PNG|800px]]<br><br>
## Click '''+Create''' on the header bar. The default '''Create new''' Order Form appears:<br>[[File:Create_new_Order _Form default.PNG|800px]]<br><br>
## Add some values to the Form and click '''Save'''.
##:'''Note:''' There is an extra field, Subject, which is not needed. 
##: You will remove this field in a later step.
# Share an existing Object (that was defined in a different application) with the MyOrders application:
## Go to the '''Configuration''' page, under the '''Customization''' tile, click '''Resource Sharing'''. 
##: The Resource Sharing view shows all the other Objects that you can add to your application. For example, the Accounts Object lets you track information about another organization you are doing business with. This Object was provided with the Service Desk application.
## Select '''Accounts''' and move it to the Selected box:<br><br>[[File:Customization Resource_Sharing MyOrders.png|800px]]<br><br>
## Click '''Save'''.
# To update the Orders Object to relate to the shared Accounts Object:
## Go to the '''Configuration''' page, under the '''Customization''' tile, click '''Objects'''. Click '''Orders'''.
## Click Fields to see a list of all available fields, then click '''New Field'''.
## Populate the page as shown to add Account as a Lookup field. Moreover, provide fields '''Account Name''', '''Account Number''', '''City''', '''Description''', '''Phone''', '''Street Address''', and '''Zip Code''' as Lookup-derived fields to be displayed for an Order:<br><br>[[File:Objects_Orders_Fields_New_Field_Account.png|800px]]<br><br>[[File:Lookup_Field_ Configuration.png|800px]]<br><br>
## Click '''Save'''.
# To update the Order Default Form:
## Go to the '''Configuration''' page, under the '''Customization''' tile, click '''Objects'''. Navigate to '''Orders''' > '''Forms''' > '''Default Layout'''. 
## Remove the “extra” fields: Case Number and Subject by selecting the field and clicking the '''X''' icon that appears.<br><br>[[File:Form Default_Layout.png|500px]]<br><br>
## Create a new section for the Accounts Lookup field, by clicking on the Form Controls tab in the Elements palette, then drag and drop Section from the palette to the Default Form, below the Basic Information section. Type Account Information for the Section Title.
## Drag and drop fields from the left-hand Fields palette to the Account Information section:<br><br>[[File:Form Default_Layout Account_Info.png|500px]]<br><br>
## Click '''Save Changes'''.
## Scroll down to view the Related Information section which shows information about the Line Items that are associated with the current order. This section will be displayed in the '''View Details''' section of an order, after an Agent creates an order record.
## Click the '''Edit Related Information''' icon.<br><br>[[File:Related_Information Line_Items_Removal.png|300px]]<br><br>
## Edit this section as shown to display the following five Line Items fields for an Order in the given sequence:
### Click '''Save'''.
# Next, to see how the updates you made to the Default Layout Form on an Order impact the UI used by an Agent, create a new Order record:<br><br>[[File:Updated_Related_Information.PNG|800px]]<br><br>
## Select the '''Orders''' tab and click '''New Order'''.
## Fill in the order fields as shown:<br><br>[[File:New_Order Orders_Tab.PNG|800px]]<br><br>
## For the Account field, select the magnifying glass icon to select an Account.
## Choose account '''Fred Supplies''' (that you created in a previous exercise).
## On the '''Create new Order''' page, click the '''Account Information''' tab to see that the fields have been populated based on the Account field.
## Save the new Order.
## Use the '''NEW LINE ITEM''' button to add three Line Items to the Order, as shown:<br><br>[[File:Line_Items.PNG|800px]]<br><br>
## Click on a line item and then click '''View Details''', if the details are collapsed:<br><br>[[File:Line Item_A2345.PNG|800px]]<br><br>
##:'''Note:''' It would be useful to have a field that provides the total price for each line item (especially when the quantity is more than one). 
# To update the Line Items Object to include a Total Price field that multiples the price and quantity for the line item:
## Go to the '''Configuration''' page, under the '''Customization''', click '''Objects'''. Navigate to '''Line Items''' > '''Fields'''. 
## Add a new field named Total Price with Display Type Formula, and Return Type Currency. For the Formula, multiply the Quantity field with by the Price field:<br><br>[[File:Objects_Line_Items_Fields_New_Field_Total_Price.png|900px]]<br><br>
## Click '''Save'''. 
##: This field is automatically added to the Line Items default Form.
# Check the Line Items default layout:<br><br>[[File:Form Default_Layout Total_Price.png|400px]]<br><br>
## Go to the '''Configuration''' page, under the '''Customization''' tile, click '''Objects'''. Navigate to '''Line Items''' > '''Forms''' > '''Default Layout'''.
## Move the '''Total Price field'''.
## Click '''Save Changes'''. 
# To verify what the Agent User will see:
## Click the '''LINE ITEMS''' tab.
## Click the record for '''Part Number A123'''.
## Click '''View Details'''. The Form now shows the '''Total Price''' field, with the calculated value:<br><br>[[File:Line_Item_A123.PNG|800px]]<br><br>

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[[Exercise 04: Creating Forms|Previous]]
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[[Part 2: Validating Data in a Form|Next]]
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