Form Set Folders

Large projects often contain many form sets. In the application, it is easy organise them into sensible groups using form set folders.

Create a form set folder

In the Vizex Layer Types pane (or Plot Forms pane)

1. Right-click a form set object and choose Create Form Set Folder from the right-click menu.



To create a folder within another Vizex form set folder, right-click the parent folder.

In the Form Set Manager

1. On the Home tab, in the Forms group: Click Form Set Manager to view and manage your project form sets.



2. Right-click a form set or form set group and choose Create Folder from the right-click menu.



To create a folder within another form set folder, right-click the parent folder.

From a dialog (also saves the form set)

1. In any dialog, select Forms followed by Save As.
2. In the Save Current Values... dialog, select the Project tab, the Nexus Project tab or the Nexus Workspace tab to create the folder in the required project.

   Note: Nexus folders are displayed in Green. Nexus Workspace form sets are available to all Projects for the Nexus tenant.

3. Enter the new form set Number or click New to automatically generate one.
4. Click the New button next to the Folder box.
5. Enter the Name of the new folder and click OK to accept it.
6. Enter the Title of the new form set.
7. Click OK on the Save Current Values... dialog to create the new folder and save the form set within it.

Display form set folders in Vizex

1. Click the [+] icon next to the Vizex form set object to expand its list.
2. Click the [+] icon next to the form set folder to expand it.

Move a form set between folders (Vizex)

1. Click the [+] icon next to the Vizex form set object and any form set folders within it to expand them.
2. Drag the form set onto the destination folder.

To drag a form set out of a folder and back into the root, drag it onto the root (e.g. String) object.

Move a form set between folders (Form Set Manager)

1. On the Home tab, in the Forms group: Click Form Set Manager to view and manage your project form sets.



2. Click and drag a form set onto a folder icon (within the same form set object group).

To drag a form set out of a folder, click and drag it back under the group (e.g. String) object.

Save a form set

To an existing folder

1. In any dialog, select Forms followed by Save As.
2. In the Save Current Values... dialog, enter the new form set Number or click New to automatically generate one.
3. Select the Project tab, the Nexus Project tab or the Nexus Workspace tab to create the folder in the required project.

   Note: Nexus folders are displayed in Green. Nexus Workspace form sets are available to all Projects for the Nexus tenant.

4. Click once on the destination folder in the form set list to select it. The folder’s name will appear in the Folder box at the top of the dialog.
5. Enter the Title of the new form set.
6. Click OK on the Save Current Values... dialog to save the form set within the folder.

At the root of the folder list

1. In any dialog, select Forms followed by Save As.
2. In the Save Current Values... dialog, enter the new form set Number or click New to automatically generate one.
3. Select the Project tab, the Nexus Project tab or the Nexus Workspace tab to save the form set to the required project.

   Note: Nexus folders are displayed in Green. Nexus Workspace form sets are available to all Projects for the Nexus tenant.

4. Click once in a blank part of the form set list to deselect any previous folders. The Folder box at the top of the dialog should now be empty.
5. Enter the Title of the new form set.
6. Click OK on the Save Current Values... dialog to save the form set within the folder.