Saving Your Form

When you save your file for the first time, you will need to give it a name. Existing files are saved with the same name unless you specifically save them under another name with the Save As command. Forms can be saved as either SFX files or XTemplate files.

Saving SFX files

The first time you save an SFX file, you will need to give it an administrative password. User passwords are optional and are not needed for the I-32 Forms Design environment.

To save a new SFX form

1. Do one of the following to display the Save Form As dialog:

  • Click .

  • Select Save from the File menu.

  • Press +.

2. Select the drive and directory where you want to store your file.

3. Select SFX Document from the Save as type drop-down list.

4. Enter the name of your file in the File name field. I-32 Forms Design 6 will automatically add the .sfx extension when it saves the file.

5. Click . The Authentication dialog will appear. The current default passwords will be displayed in the password fields:

6. If you do not want to use the default passwords, you may change them:

  • Enter the administrative password you want to use. This password will be required to open the file in I-32 Forms Design 6.

  • Enter the user password if you want to assign one. If you do not, leave the field blank.

7. Click and your file will be saved.

Important:

Be sure to save the file with the default SFX extension. Do not select UFX Document as the file type. UFX files are runtime files and are not used in I-32 Forms Design 6.

To save a previously saved SFX file

1. Do one of the following:

  • Click .

  • Select Save from the File menu.

  • Press + .

2. The Authentication dialog will appear. The current passwords for the form will be displayed in the password fields.

3. Click and your file will be saved with the same passwords.

To save an SFX file under another name

1. Open the File menu and select Save As. The Save Form As dialog will appear.

2. Select the drive and directory where you want to save the file.

3. Select SFX Document from the Save as type drop-down list.

4. Enter the name you want to save the file under in the File name field. I-32 Forms Design 6 will automatically add the .sfx extension.

5. Click and the Authentication dialog will appear. The passwords for your current file will be displayed:

6. If you want to change the passwords, do the following:

  • Enter the administrativepassword you want to use. This pass­word will be re­quired to open the file in I-32 Forms Design 6.

  • Enter the userpassword if you want to assign one. If you do not, leave the field blank.

7. Click and your file will be saved.

Saving XTemplate files

XTemplate files can be saved with either an .xtempl extension or an .xml extension. There is no difference in the file itself. You can use whichever extension you prefer. The .xtempl extension was created for the purpose of distinguishing XTemplate files from other types of XML files. If you want to be able to identify the files as XTemplate files, you should use .xtempl. However, some applications that may be used in conjunction with these forms require the .xml extension. If you prefer not to change the file name for components that do not accept .xtempl, you may use the .xml extension instead.

Note:

XTemplate files do not need an administrative password, as Expere does not use I-32 authenti­ca­tion. File protection is controlled through the content management system in the Expere Author­ing Environment.

To save a new XTemplate form

1. Do one of the following to display the Save Form As dialog:

  • Click .

  • Select Save from the File menu.

  • Press +.

2. Select the drive and directory where you want to store your file.

3. Select either of the XTemplate Document options (.xtempl or .xml) from the Save as type drop-down list.

4. Enter the name of your file in the File name field. I-32 Forms Design 6 will automatically add the .xtempl or .xml extension when it saves the file.

5. Click to save the file.

To save a previously saved XTemplate file

1. Do one of the following:

  • Click .

  • Select Save from the File menu.

  • Press + .

2. Your file will be saved under its current name and extension. You will not see a dialog box.

To save an XTemplate file under another name

1. Open the File menu and select Save As. The Save Form As dialog will appear.

2. Select the drive and directory where you want to save the file.

3. Select either of the XTemplate Document options (.xtempl or .xml) from the Save as type drop-down list.

4. Enter the name you want to save the file under in the File name field. I-32 Forms Design 6 will automatically add the .xtempl or .xml extension.

5. Click to save the file.

Saving files to the other format

You can save SFX files as XTemplate files and XTemplate files as SFX files. When you do so, properties that are not supported by the target format will be lost. However, since the target file has a different extension, it does not overwrite the original file. Your original file will not be affected.

To save an SFX file as an XTemplate file

1. Open the File menu and select Save As. The Save Form As dialog will appear.

2. Select the drive and directory where you want to save the file.

3. Select either of the XTemplate Document options (.xtempl or .xml) from the Save as type drop-down list.

4. Enter the name you want to save the file under in the File name field. I-32 Forms Design 6 will automatically add the .xtempl or .xml extension.

5. Click to save the file. The new file name will be displayed in the title bar:

Important:

The file name displayed in the title bar is the name of the XTemplate file you have just saved. All edits from this point on will be made in the XTemplate form. If you want to continue editing the SFX form instead, be sure to reload it.

To save an XTemplate file as an SFX file

1. Open the File menu and select Save As. The Save Form As dialog will appear.

2. Select the drive and directory where you want to save the file.

3. Select SFX Document from the Save as type drop-down list.

4. Enter the name you want to save the file under in the File name field. I-32 Forms Design 6 will automatically add the extension.

5. Click to save the file. You will see the following message:

This message is to inform you that ERL markup is not transferred to or supported in SFX files and any entities referenced by ERL markup will be lost from the SFX. These attributes will not be lost in your original XTemplate file because the saved SFX does not replace the original XTemplate file.

6. Click to save the file.

7. Since you are saving the file as an SFX, the Authentication dialog will appear. The default passwords will be displayed:

8. If you want to change the passwords, do the following:

  • Enter the administrativepassword you want to use. This pass­word will be re­quired to open the file in I-32 Forms Design 6.

  • Enter the userpassword if you want to assign one. If you do not, leave the field blank.

9. Click to save the file. The new file name will be displayed in the title bar:

Important:

The file name displayed in the title bar is the name of the SFX file you have just saved. All edits from this point on will be made in the SFX form. If you want to continue making edits to the XTemplate file instead, be sure to reload it.

Warning:

If you want to save the SFX file as an XTemplate file again later and your original XTemplate file contains ERL markup, do not save it under the same name as the original, or you will lose the ERL markup when the original is overwritten.