Data Forms and Shell Design

You can access Shell Design from Administration > Application > Shell design. Shell Design enables you to create tasks on functional areas and actions on page sections to show data forms. You can also add View Data Forms to sections and use View Data Forms in page expressions.

Tasks

Pages

Tasks

There is a ShowAddDataForm and a ShowDataForm ActionType. These correspond to ShowAddDataForm and ShowDataForm elements in a Task Spec. When you select one of these action types, you can select the DataForm, ContextType, IDMapper, DefaultValues for the action. These also correspond to items within ShowAddDataForm or ShowDataForm elements. More fields may appear as you enter information into these.

Note: IDMapper is a spec and feature type that maps an ID for a source record to an ID for a target record. The IDMapper field provides a search list for IDMapper features in the application. You can also create an IDMapper with the Blackbaud Infinity SDK.

<TaskSpec
    xmlns:xsd="http://www.w3.org/2001/XMLSchema"
    xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
    ID="3869cf6a-97b2-4b6e-8d91-9e93c0e2d970"
    Name="Add a 'Rusty'"
    Description="Task which opens Individual Add Form and gives 'Rusty' as the default for Nickname."
    Author="BBNT\TomTr"
    FunctionalAreaID="00050ce8-8abb-4a86-b9af-70a035ce0582"
    Sequence="0"
    xmlns="bb_appfx_task"
    >
  <ShowAddDataForm DataFormID="1986f0cf-efb6-48b3-afde-950b57562434" xmlns="bb_appfx_commontypes">
    <FormDefaultValues>
      <DefaultValue FieldID="NICKNAME">
        <Value>
          <Expression>Rusty</Expression>
        </Value>
      </DefaultValue>
    </FormDefaultValues>
  </ShowAddDataForm>
</TaskSpec>

Pages

You can add actions to pages to open data forms. These are similar to tasks to open data forms. You can also use view data forms to provide values to pages to use in expressions.

<PageDefinitionSpec
    xmlns:xsd="http://www.w3.org/2001/XMLSchema"
    xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
    ID="fa00f29c-df96-42ef-989a-c3693bab9b5f"
    Name="Constituent Summary"
    Description="Summary for individual"
    Author="BBNT\TomTr"
    ExpressionDataFormID="1f4fea31-5779-44db-bcce-ec5afa36d82b"
    ContextRecordType="Constituent"
    xmlns="bb_appfx_pagedefinition"
    >
  <PageHeader Caption="= Page.Fields!NAME" />
  <SummarySection ID="d65fd165-3b64-4179-8715-1658f0a7e255">
    <DataForm ID="1f4fea31-5779-44db-bcce-ec5afa36d82b" />
    <SectionContext>
      <PageContextID xmlns="bb_appfx_commontypes" />
    </SectionContext>
  </SummarySection>
</PageDefinitionSpec>