Managing library palettes

Object Library palette

You can add categories to this palette, rename existing categories, move objects between categories, and remove categories from this palette. You can also create and add your own objects to the categories. Each category corresponds to a folder in the file system.

To add a category to the Object Library palette

  1. In the Object Library palette menu, select Add Group.

  2. Type a name for the category and click OK. Adding a category to the Object Library palette creates a folder in the file system.

    To view the location of the new folder, click the category in the Object Library palette and, in the Object Library palette menu, select Group Properties. Notice the folder location in the Location box.

To delete a category from the Object Library palette

  1. In the category menu, select Remove Group.

  2. Do one of the following tasks:

    • To delete a category, select Remove Group and All Its Objects.

    • To delete a category and move the objects to another category, select Remove Group and Move Objects to [category name].

  3. Click OK.

To move an object to a different category in the Object Library palette

 In the Object Library palette, right-click the object that you want to move and select Move Object To > [category name].

Only categories that allow objects to be added to it or removed from it are listed.

To customize the view in the Object Library palette

 Do one or both of these tasks:
  • To change the size of the icons, in the category menu, select View > [icon size].

  • To sort the icons, in the category menu, select View > Sorted List.

To set permissions for an Object Library palette category

  1. In the category menu, select Group Properties.

  2. Do one of the following tasks:

    • To allow objects to be added to a category, ensure that Allow Objects To Be Added is selected.

    • To allow objects to be removed from a category, ensure that Allow Objects To Be Removed is selected.

    • To allow objects to be modified in a category, ensure that Allow Objects To Be Modified is selected.

To add an object to the Object Library palette

  1. In the Object Library palette, select the category where you want to store the object.

  2. Drag the object into the Object Library palette.

  3. In the Add Library Object dialog box, type the name of the object.

  4. (Optional) Type a description for the object.

  5. Click OK.

    If another object of the same name exists in that category, Designer prompts you to confirm whether you want to replace the existing object.

    From the Group Properties dialog box, some categories may have been set up to prevent objects from being added, removed, or modified. If a category prevents new objects from being added, the objects are added to the first category that accepts them.

To delete an object from the Object Library palette

  1. In the Object Library palette, select the category where the object is stored.

  2. Right-click the object and select Remove Object From Library.

    Using the Group Properties dialog box, some categories may have been set up to prevent objects from being added, removed, or modified. You cannot delete an object if the category prevents it.

  3. When you are prompted to delete the object, click Yes. The object is removed from the file system.

To rename an object in the Object Library palette

  1. In the Object Library palette, select the category where the object is stored.

  2. Right-click the object and select Object Info.

    Using the Group Properties dialog box, some categories may have been set up to prevent objects from being added, removed, or modified. You cannot delete an object if the category prevents it.

  3. In the Name box, type a new name.

  4. (Optional) In the Description box, type a description.

  5. Click OK.

If another object of the same name exists in that category, Designer prompts you to confirm whether you want to replace the existing object.

To restore default objects in the Object Library palette

You can restore the default objects in the My Favorites, Standard, Barcodes, and Custom categories in Designer.

Important: When you restore objects, all the objects provided with Designer are restored. Designer replaces any missing objects and overwrites all objects that have the same names as the originals.
 Do one or both of these tasks:
  • To restore default objects in all categories at once, in the Object Library palette menu, select Restore Default Objects For All Groups.

  • To restore default objects in a single category, select one of the categories: My Favorites, Standard, Custom. or Barcodes. Then in the category menu, select Restore Default [category name] Objects.

To share an Object Library palette category with other form authors or form developers

You can place the Object Library palette objects in a shared folder or web folder where other form authors or form developers can access them.

  1. Create a shared folder or web folder that other form authors or form developers can access.

  2. Create subfolders for each of the categories in the Object Library palette you want to share.

  3. Copy the objects from their existing location to the new location.

  4. In Designer, select the category that you want to share in the Object Library palette.

  5. In the Object Library palette menu, select Group Properties.

  6. In the Location box, type or browse to the location of the new category subfolder that you created in step 2.

  7. Click OK.

  8. Repeat steps 4 to 7 for each of the categories.

To share an Object Library with other form authors or form developers

You can place your Object Library of categories and objects into a shared folder or web folder where other form authors or developers can access them.

To create a shared library by using an existing library

  1. Add and remove categories and objects from your existing library until you create the structure you want to achieve for the shared library.

  2. For each category, in the Object Library palette menu, select Group Properties and set the appropriate user permissions.

  3. Locate the Objects folder in the directory where Designer is installed, and copy the Objects folder and all of its subfolders to a shared folder or web folder that form authors or developers can access.

  4. Rename the LocalLibrary.xml file located in the Object folder to avoid confusion. For example, rename the file as SharedLibrary.xml.

  5. Add the shared library to Designer by following the procedure To add a shared library.

To create a shared library without using an existing library

  1. Create a shared folder or web folder that form authors or developers can access.

  2. Create subfolders within the shared folder for each of the categories in the Library that you want to share.

  3. Copy the Library objects from their existing location to the new shared location.

    To view the current location of objects or categories in the Library, click the category in the Object Library palette and select Group Properties from the category menu. Notice the folder location in the Location box.
  4. Using the form, create a new object library file, where Category_name is the name to appear as a category title in the Object Library palette, and folder is the location or relative path to the folder that contains the objects for the category.

        <?xml version="1.0" encoding="UTF-8"?> 
        <objectLibraryTabSet> 
            <tab name="Category_name" directory="folder" permission="adm"/> 
            <tab name="Category_name" directory="folder" permission="adm"/> 
            . 
            . 
            . 
        </objectLibraryTabSet>
  5. Save the new object library file to the root of your shared folder with an .xml file name extension.

  6. Add the shared library to Designer by following the procedure To add a shared library.

To add a shared library

  1. In the Object Library palette menu, select Shared Library Location.

  2. In the Location box, type the name of or browse to the shared folder that contains the object library file for the shared library you want to add.

  3. Click OK.

Fragment Library palette

You can view the fragments in a fragment library as a list of fragment names or as a detailed view that includes the file names. You can also view a preview of the selected fragment. A preview of the selected fragment appears at the bottom of the Fragment Library palette.

Fragment libraries are folders in your file system. To create or delete a fragment library, you simply create or delete a folder. After you create a fragment library, you can open it in Designer.

To open a fragment library

  1. In the Fragment Library palette menu, select Open Fragment Library.

  2. Select the fragment library.

    • If you are using the stand-alone version of Designer, select the folder that corresponds to the fragment library.

    • If you are using Designer with Workbench, select the LiveCycle application folder that corresponds to the fragment library.

  3. Click OK.

To set the view in the Fragment Library palette

 Set the view in the Fragment Library palette menu:
  • To view the fragments as a list, select View > List.

  • To view the fragments as a detailed list, select View > Details.

To preview the selected fragment

 In the Fragment Library palette menu, select Show Preview Pane.