AX1459

Using the Web Client container with Axiom forms

When forms are viewed in the Web Client (the browser), they can be shown within a standard "container" that provides access to navigation and other features that can be used on the form. This container is enabled on a per form basis. For new forms, the container is enabled by default.

Using the container, form users can:

  • Navigate to other designated forms or to designated areas of the Web Client
  • View alerts and notifications
  • View and add comments about the current Axiom form
  • Filter the data shown in the current form
  • Access tools for use with Axiom forms
  • Log out of the Web Client

This container displays as a toolbar across the top of the form. Container features open as panels along the left side of the form.

Example Web Client container

Users can click the icons in the toolbar to open the panel for the associated feature. Clicking the icon again (or clicking in the form) closes the panel. By default, the panel overlays the current form (as shown in the screenshot). However, if the user clicks the pin icon to pin the panel open, then the form is pushed to the side so that the panel contents and the form can be viewed at the same time.

Some of the container features are entirely built-in, and other features require certain setup steps within the Axiom Software system or within the form itself. The following table summarizes these features, and indicates whether additional setup steps are required:

Feature Description

Navigation panel

Provides navigation to other designated forms and to designated areas of the Web Client. Axiom Software provides a default template for this navigation that can be customized as needed. Additionally, individual forms can optionally have defined navigation links that will display in this panel when the form is open. See Defining navigation links for the Web Client container.

Notifications panel

Displays system notifications and user-defined alerts. This panel displays the same content as the Notifications task pane in the Desktop Client.

For more information about using the Notifications panel in the Web Client, see Viewing notifications in the Notifications panel (Web Client Help).

Message Stream panel

Displays user comments about the current Axiom form. Users can add new comments. This panel displays the same content as the Message Stream task pane in the Desktop Client.

For more information about using the Message Stream panel in the Web Client, see Commenting on form documents (Web Client Help).

NOTE: The message stream is enabled on a per file basis, using the property Enable Message Stream on the default Control Sheet. If the message stream is not enabled for the form source file, then the Message Stream panel will not be available for that form in the Web Client.

Filter panel

Allows users to filter the data shown in the current form, by selecting values for defined refresh variables. This must be set up on a per form basis using a RefreshVariables data source. See Defining refresh variables for the Web Client Filters panel.

Attachments panel

Allows users to upload, open, and manage plan file attachments. This panel is only available for form-enabled plan files, and only if attachments are enabled for the file group. See Using the File Attachments panel to manage attachments.

Tools menu

Opens a menu with access to various form tools, such as the ability to download a copy of the source spreadsheet, create a snapshot copy of the form, or create a PDF of the form.