Textbox
Solution No. 100
The Textbox object inserts a field which allows the user to enter characters of text – letters, numbers, punctuation, etc.
So Where Do We Use It?
The Textbox object can be used for instances of data entry where text values are required.
Add a Textbox
A Textbox can be added to a screen from the Toolbox on the design screen page. To add a Textbox, follow these steps:
1. Follow the steps to Edit an Existing Screen or Add a New Screen.
2. Click Add Objects from the Toolbox.
3. Click and drag the Textbox object to the desired cell in the design screen.
4. Release the mouse button.
5. To finish, select the appropriate option below:
A. If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.
B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.
C. If you wish to close the design screen and not publish changes, click Save & Close, then select Cancel.
Edit a Textbox
1. Follow the steps to Edit an Existing Screen or Add a New Screen.
2. Click Add Objects from the Toolbox.
3. Add a Textbox or go to an existing Textbox in the design screen.
4. Click Edit in the upper-right corner of the Textbox object you wish to edit.
5. The Textbox Properties Wizard Appears. The wizard is divided into 4 steps that follow:
Step 1 of 4: Textbox Properties
1. Enter Caption.
2. Select Caption location from the dropdown list.
The choices are:
A. Top
B. Left
C. Right
D. None
3. Enter Default value, if applicable.
4. Click Formatting (Click to show) Options (Optional) or Advanced Options (click to show) (optional); otherwise click Next and proceed to Step 2 of 4: Textbox Actions.
If you opted to show additional features, you can:
1. Select Caption forecolor by clicking the blank field. A color picker pops up, allowing you to select the color of your choice.
2. Select Caption backcolor by clicking the blank field. A color picker pops up, allowing you to select the color of your choice.
3. Select Text forecolor by clicking the blank field. A color picker pops up, allowing you to select the color of your choice.
4. Select Text backcolor by clicking the blank field. A color picker pops up, allowing you to select the color of your choice.
5. Check the Use default font size box to use the pre-assigned font size selected for your Method account.
6. Uncheck the Use default font size box and enter a font size in the corresponding field.
7. Check the Underlined box for the caption to be underlined.
8. Check the Italic box for the caption to appear in italics.
9. Check the Bold box for the caption to appear in bold.
10. Select the Alignment of the textbox
The choices are:
A. Left
B. Center
C. Right
11. Click Next or click on Advanced Options (click to show)
If you opted to show Advanced Options (click to show)
1. Enter Number of input lines desired.
2. Enter the number of Max Characters.
3. Check Show In HTML Editor: to show the HTML Editor in the Textbox. Uncheck Show In HTML Editor: to show a plain Textbox object.
4. Check the Hidden box if you wish for the object to be hidden.
5. Check the Read Only box if you wish to not allow the object to be edited.
6. Enter Hover Help Tip, if applicable.
7. Click Next.
Step 2 of 4: Textbox Actions
1. Fill the Add Action or Copy Action button.
2. Select Event from the dropdown list.
The choices are:
A. Lose Focus
B. Gain Focus
C. Text Change
3. Select Action from the dropdown list.
4. Click Add Action (See Method Actions Reference Guide for assistance).
5. Click Next.
Step 3 of 4: Textbox Validation Rules
1. Select Condition from the dropdown list.
The choices are:
A. Contains – requires value to contain specified criteria.
B. Does not contain – value cannot contain specified criteria.
C. Equal to – value must match criteria.
D. Is not equal to – value cannot match criteria.
E. Starts with – value must start with specified criteria.
F. Ends with – value must end with specified criteria.
G. Is empty – value must be empty.
H. Is not empty – value cannot be empty.
I. Build selection list – value can be found in the selection list.
2. If you selected Starts with, Ends with, Is empty, or Is not empty for Step 1, skip to Step 4; if you selected Build selection list for Step 1, type values into selection list then skip to Step 4. Otherwise, select value from dropdown list.
The choices are:
A. Type In – sets the condition to a user-defined action result.
B. Value From Screen– sets the condition to a value pulled from a specific field within the specified screen.
3. If you selected Type In for Step 2, skip to Step 4; otherwise select from the dropdown list below.
4. Click Add Validation Rule.
5. Click Finish.
Step 4 of 4: Textbox Roles
The choices are:
A. Accountant
B. Administrator
C. Customizer
D. Director
E. Guest
F. Manager
G. Staff
6. To finish, select the appropriate option below:
A. If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.
B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.
C. If you wish to close the design screen and not publish changes, click Save & Close, then select Cancel.
Delete a Textbox
1. Follow the steps to Edit an Existing Screen.
2. Find the Textbox you wish to delete in the design screen.
3. Click the ‘X’ in the upper-right corner of the Textbox you wish to delete.
4. Click OK when prompted to confirm.
5. To finish, select the appropriate option below:
A. If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.
B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.
C. If you wish to close the design screen and not publish changes, click Save & Close, then select Cancel.
Change the Textbox Size
1. Follow the steps to Edit an Existing Screen or Add a New Screen.
2. Add a Textbox or go to an existing Textbox in the design screen.
3. Click the ‘’ icon in the upper-right corner of the Textbox you wish to resize. With each click, the Textbox will grow to occupy the cell to the right. Once the Textbox has occupied all cells in its row, the next click will decrease the Textbox size to only the cell it was originally placed in.
4. To finish, select the appropriate option below:
A. If you are ready to activate your changes to the screen, but wish to keep the design screen open, click Publish.
B. If you are ready to activate your changes to the screen and wish to close the design screen, click Save & Close, then select Ok.
C. If you wish to close the design screen and not publish changes, click Save & Close, then select Cancel.
| Created by | Saudia A. on | Oct-17-2011 |
| Last modified on | Sep-17-2015 |
