Professional Documents
Culture Documents
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Editing Forms................................................................................................9
2.1
2.2
2.3
Copying Forms............................................................................................20
Checking Forms..........................................................................................27
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11
12
13
14
15
15.2
16
17
18
19
18.1
Insert project and page properties in forms and plot frames ...................57
18.2
19.2
19.3
20.2
21
Deleting a Column and Row Numbering and Placing Them Again ........66
22
EPLAN Training
Generating Forms
When generating a form, the Form properties - <Form name> dialog is opened, in
which you specify the most important properties of the new form. (This dialog can
also be called up for an opened form after the event to allow you to change the
properties at any time).
Precondition:
You have opened a project.
Utilities > Master data > Form > New
1. In the Create form dialog, select the drive and directory, in which the new
form should be saved.
2. In the File name field, enter a descriptive name for the form.
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4. In the Path field, select Popup menu > Go to default if you would like to
return to the standard settings for drive and directory. (The default directory is
either the EPLAN-specific default path <Drive_EPLAN>:<Program
Folder>\Forms\<Company Code> or the setting specified under Options >
Settings > User > Management > Directories.)
5. Click [Save].
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9. Click [OK].
The new form is stored according to your entries. The file extension
depends on the form type selected and is displayed in the form editor.
If necessary, you can check the form during editing to quickly be made aware of and
to immediately resolve incorrect entries.
Tip:
You can use Drag & Drop to insert existing forms by pulling a marked form from
Windows Explorer into the Pages <Project name> navigator dialog of your
project.
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Editing Forms
As soon as you have opened the form you want to edit in the form editor, you can
edit its components.
2.1
Static components are elements that have no influence on the data generated by the
program when the schematic logic is evaluated. These are, for example, frames,
graphical elements such as rectangles, lines, embedded bitmaps, etc. These are
edited exactly like the corresponding objects on schematic pages. That is, they can
be filled, moved, or pulled to a different position and you can assign them certain
properties, such as line type, text direction, etc.
Preconditions:
You have opened a project.
You have opened the form that you would like to edit in the form editor (Utilities
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Tip:
You can use Drag & Drop to insert text by dragging a selected text from an Office
application into your open form.
2.2
Preconditions:
You have opened a project.
You have opened the form that you would like to edit in the form editor (Utilities
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2.3
Preconditions:
You have opened a project.
You have opened the form that you would like to edit in the form editor (Utilities
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The Form properties - <Form name> dialog is automatically opened when creating
a form; it can also be called up for an opened form after the event.
Preconditions:
You have opened a project.
You have opened a form in the form editor (Utilities > Master data > Form >
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6. Click
7. In the Property selection dialog, select a new property that you would like to
assign to the form.
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Copying Forms
To copy a form with all its content, save it to another location and / or under a
different name.
Precondition:
You have opened a project.
Utilities > Master data > Form > Copy
1. In the Form selection dialog, select the drive and directory of the form to be
copied.
2. Select the form file to be copied. (Multiple selection isn't possible here).
3. Click on [Open].
4. In the Save as dialog, specify the storage location for the copy of the form.
5. In the File name field, enter a descriptive name for the new form.
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To create header, data areas, and footers within a page as well, there is the concept
of dynamic forms. Since the positions of these areas are dynamic and they should
normally stand out in the table graphic, each row generated in an evaluation is able
to draw a frame in a dynamic form.
Note:
Dynamic forms can be identified by the Dynamic entry in the drop-down list for the
Form handling form property.
Example:
A device tag list should be created with the following dynamic areas:
Device tag list (page header)
DT / Quantity / Designation
Manufacturer: H1 (group header)
K1 / 10 / Designation 1
K2 / 5 / Designation 2
Kn / 99 / Designation n
Manufacturer: H2 (group header)
K1 / 10 / Designation 1
K2 / 5 / Designation 2
Kn / 99 / Designation n
This information is drawn in the form editor as graphic row frames and written with
each generated row in a report page. In addition, it is also possible to define graphic
or text objects as header, data, or footer elements, i.e. not only placeholder texts.
Preconditions:
You have opened a project.
You have opened the dynamic form that you would like to edit in the form editor
(Utilities > Master data > Form > Open > [Open]).
Insert > Dynamic form
1. Select whether you want to define a header, a heading, a data area or a
footer from the subsequent menu.
The rectangle representing the area hangs on the cursor.
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7. In the Placeholder text - <Form type> dialog, select the property that you
want to define as a placeholder for the respective area.
8. Click [OK].
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The various defined ranges are combined with form alignment by row (property Form
structure) from "lower left" to "upper left":
If the form alignment is by column, the defined ranges are combined from "lower
right" to "lower left":
dynamic forms (Edit > Select) that each display all elements of the header,
the footer or data area, or the heading. In general, it is a normal selection, i.e.
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editing (Utilities > Check form), e.g. for the correct use of defined ranges.
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Checking Forms
A special function is available to check at any time during form editing whether your
form is correct or there are errors.
Preconditions:
You have opened a project.
You have opened the form that you would like to edit in the form editor (Utilities
3. Specify drive and directory in which the log file should be saved using the
Open dialog.
4. In the File name field, enter a descriptive name for the log file.
5. Click on [Open].
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Placeholder texts are used in forms to define the position for the placement of fields
in a record. During the evaluation of the form, EPLAN automatically replaces these
placeholders with the corresponding values of project objects on which the report is
being run, such as components, pages, symbols, etc.
Preconditions:
You have opened a project.
You have opened the form in which you want to define placeholder texts in the
form editor (Utilities > Master data > Form > Open > [Open]).
Insert > Placeholder text
1. In the Placeholder text dialog, click [...] in the Property field of the
Placement tab.
2. In the Placeholder text - <Form type> dialog, select the element for which
you want to define a placeholder text.
3. If needed, limit the display of possible properties by selecting an entry from the
Category drop-down list.
5. Click [OK].
The selected property is entered in the Property field.
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11. If needed, select the Activate alignment box check box and enter the size
and treatment of the text within the frame.
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16. Select Popup menu > Cancel action to terminate the action.
The placeholder text is inserted on the form page and can be revised by
double-clicking it.
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If you want to place a new main sub-header on the report page as soon as certain
properties change, you can use the Regenerate main sub-header form property to
control for which properties this should take place.
Preconditions:
You have opened a project.
You have opened the form whose properties you would like to edit in the form
editor (Utilities > Master data > Form > Open > [Open]).
You have opened the Form properties - <Form name> dialog, (Popup menu>
(New).
3. In the Property selection dialog, select the property(s) that when change, a
new main sub-header is generated on the report page. Multiple selection is
possible here.
4. Click [OK].
5. Click
(Delete) in the Main sub-header for changes dialog if necessary to
again remove a property from the list.
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7. Click [OK].
The specified properties are transferred as numeric values in the Value
column of the Regenerate main sub-header property.
Example:
A "normal" device tag list looks like this:
Device name Cross-reference
=A1+O1-A1 /1.2
=A1+O1-A2 /1.3
=A1+O1-K1 /2.2
=A1+O1-K2 /2.3
=A2+O2-A1 /1.2
=A2+O2-A2 /1.3
=A2+O2-K1 /2.2
=A2+O2-K2 /2.3
In the New main sub-header for changes dialog, the Identifier property is selected,
so that a new main sub-header is generated each time the identifier changes.
Main sub-header "Identifier = "A""
=A1+O1-A1 /1.2
=A1+O1-A2 /1.3
=A2+O2-A1 /1.2
=A2+O2-A2 /1.3
Main sub-header "Identifier = "K""
=A1+O1-K1 /2.2
=A1+O1-K2 /2.3
=A2+O2-K1 /2.2
=A2+O2-K2 /2.3
In the New Main sub-header for changes dialog, the Higher-level function
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The Format for automatic page description form property can be used to specify
the page information (page name, page description, higher-level function, etc.) for the
page description automatically assigned when generating report lists.
Preconditions:
You have opened a project.
You have opened the form whose properties you would like to edit in the form
editor (Utilities > Master data > Form > Open > [Open]).
You have opened the Form properties - <Form name> dialog, (Popup menu >
2. In the Format for automatic page description dialog, select the element that
should be used for the automatic page designation from the Available format
elements list. (Multiple selection isn't possible here).
3. Click
(Move right).
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(Move right).
7. In the Format: Separator dialog, specify which character you want to use as a
separator.
8. Click [OK].
9. In the Selected format elements list of the Format for automatic page
(Delete) to
description dialog, select an entry if necessary and click
remove the selected element from the list.
10. Click
(Move up) /
(Move down) to move a selected format element up or
down, if possible. (Multiple selection of elements is not possible here).
In the Form properties - < Form name> dialog, the assignments are displayed as
follows in the Value column:
<Number of the available format element>;<Number / length>|<Number of the
available format element>;<Number / length>|...
where the numbers are assigned as follows:
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Example:
2;1|5;4 for:
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10
The Assignment: Index to graphic form property is required, for example, for
displaying a (fixed) graphic in the data area in the terminal diagram.
Preconditions:
You have opened a project.
You have opened the form whose properties you would like to edit in the form
editor (Utilities > Master data > Form > Open > [Open]).
You have opened the Form properties - <Form name> dialog, (Popup menu >
(New) to create a
3. In the Index field, enter a different value, if necessary. The default is always
<next_highest_number>.
5. In the Symbol selection dialog, select the symbol whose graphic you want to
assign to the index.
6. Click [OK].
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7. In the Symbol variant field, select the desired symbol from the drop-down list
of all the existing variants of the current symbol.
9. Click [OK].
The assignments are stored and can be inserted into the form using
placeholders.
In the Form properties - <Form name> dialog, the assignments are displayed as
follows in the Value column:
<Index number>;<Symbol library>;<Symbol number>;<Variant>|<Index
number>;<Symbol library>;<Symbol number>;<Variant>|...
Example:
1;SPECIAL;307;0|2;IEC_EPLAN_D;12;1
Note:
Take care that only the symbols of the included symbol libraries are displayed.
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editor (Utilities > Master data > Form > Open > [Open]).
You have opened the Form properties - <Form name> dialog, (Popup menu >
(New) to
4. In the Property selection dialog, select the property to which you want to
assign a graphic.
5. Click [OK].
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8. In the Symbol selection dialog, select the symbol whose graphic you want to
assign to the property.
9. Click [OK].
The associated data is entered into the Symbol library and Description
fields.
10. In the Symbol variant field, select the desired symbol from the drop-down list
of all the existing variants of the current symbol.
In the Form properties - <Form name> dialog, the assignments are displayed as
follows in the Value column:
<Property number>;<Category>;<Value>;<Symbol library>;<Symbol
number>;<Variant>|
<Property number>;<Category>;<Value>;<Symbol library>;<Symbol
number>;<Variant>|...
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Note:
Take care that only the symbols of the included symbol libraries are displayed.
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editor (Utilities > Master data > Form > Open > [Open]).
You have opened the Form properties - <Form name> dialog, (Popup menu >
4. In the Function definitions dialog, select the function definition to which you
want to assign a graphic.
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7. In the Symbol selection dialog, select the symbol whose graphic you want to
assign to the function definition.
8. Click [OK].
The associated data is entered into the Symbol library and Description
fields.
9. In the Symbol variant field, select the desired symbol from the drop-down list
of all the existing variants of the current symbol.
In the Form properties dialog, the assignments are displayed as follows in the Value
column:
<Category>;<Group>;<Function definition>;<Symbol library>;<Symbol
number>;<Variant>|
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Note:
Take care that only the symbols of the included symbol libraries are displayed.
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Certain placeholders can't be replaced by text during the evaluation run, but rather
are replaced by graphical symbols, where the assignment to the respective graphic is
defined in the Form properties - <Form name> dialog. The following placeholder
texts are available:
Assignment: Index to graphic [1-100]: Replaces the placeholder by the
symbol that was stored in the Assignment "Index to graphic" dialog for the
respective index.
Assignment: Function definition to graphic: Replaces the placeholder by the
the symbol that was stored in the Assignment "Property / value to graphic"
dialog for the corresponding property
There are also special placeholders for generated graphics that are used in terminal
diagrams, terminal bills of materials, and terminal connection diagrams as jumper
graphics. For example, these include the placeholders "Jumper graphics (jumper
level)", "Graphic for internal wire jumpers", "Graphic for saddle jumpers", etc.
Preconditions:
You have opened a project.
You have opened a suitable form in the form editor in which you want to replace
placeholder texts with graphics (Utilities > Master data > Form > Open >
[Open]).
You have specified the Index to graphic, Function definition to graphic, and
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3. Limit the scope of possible data by selecting the Settings entry from the
Category drop-down list.
5. Click [OK].
The property is entered in the Property field on the Placement tab.
7. Click [OK].
The element hangs on the cursor.
10. Select Popup menu > Cancel action to terminate the action.
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When generating a plot frame, the Plot frame properties - <Plot frame
name>dialog is opened, in which you specify the most important properties of the
new plot frame. (This dialog can also be called up for an opened plot frame after the
event to allow you to change the properties at any time.)
Precondition:
You have opened a project.
Utilities > Master data > Plot frame > New
1. In the Create plot frame dialog, select the drive and directory, in which the
new plot frame should be saved.
2. In the File name field, enter a descriptive name for the plot frame.
3. In the Path field, select Popup menu > Go to default if you would like to
return to the standard settings for drive and directory. (The default directory is
either the EPLAN-specific default path <Drive_EPLAN>:<Program
Folder>\PlotFrames\<Company Code> or the setting specified under
Options > Settings > User > Management > Directories.)
4. Click [Save].
5. In the Plot frame properties- <Plot frame name> dialog, select the
properties to be shown in the list from the Category drop-down list.
6. Specify the values for the properties, either by making or overwriting an entry
or by selecting a preset value from a drop-down list.
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As soon as you have opened the plot frame you want to edit in the plot frame editor,
you can edit its components.
Preconditions:
You have opened a project.
You have opened the plot frame that you would like to edit in the plot frame
editor (Utilities > Master data > Plot frame > Open > [Open]).
Proceed as follows:
1. Select Insert > Graphic to add (more) graphic elements such as rectangles,
lines, and so on.
3. Select Insert > Graphic > Image file to select a graphic in the Select image
file dialog and to insert it, for example, as a logo in the footer of your plot
frame.
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5. Proceed in a similar manner for all static components of the plot frame.
Tip:
You can use Drag & Drop to insert text by dragging a selected text from an Office
application into your open plot frame.
editor (Utilities > Master data > Plot frame > Open > [Open]).
Insert > Special text
In addition to static elements, plot frames consist of and this is the more important
aspect special texts. This includes placeholders for project and page properties that
are filled in accordance to the data entered from the program. You can also insert
row and column texts that are then taken into consideration in the reports.
This functionality is only available for certain module packages. Info
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The Plot frame properties - <Plot frame name> dialog is automatically opened
when creating a plot frame; it can also be called up for an opened plot frame after the
event.
Preconditions:
You have opened a project.
You have opened a plot frame in the plot frame editor (Utilities > Master data >
3. In the Plot frame properties- <Plot frame name> dialog, select the
properties to be shown in the list from the Category drop-down list.
4. Specify the values for the properties, either by making or overwriting an entry
or by selecting a preset value from a drop-down list.
5. Click
6. In the Property selection dialog, select a new property that you would like to
assign to the plot frame.
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To copy a plot frame with all its content, save it to another location and / or under a
different name.
Precondition:
You have opened a project.
Utilities > Master data > Plot frame > Copy
1. In the Plot frame selection dialog, select the drive and directory of the plot
frame to be copied.
2. Select the desired plot frame file. (Multiple selection isn't possible here).
3. Click on [Open].
4. In the Save as dialog, specify the storage location for the copy of the plot
frame.
5. In the File name field, enter a descriptive name for the new plot frame.
6. Click [Save].
The plot frame is copied and the copy opened for editing.
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editor (Utilities > Master data > Form > Open > [Open]). You have opened
the plot frame in which you want to define special texts in the plot frame editor
(Utilities > Master data > Plot frame > Open > [Open]).
Insert > Special text
1. In the subsequent menu, select whether a page property or project property
should be inserted.
2. In the Special text <...> dialog, click [...] in the Property field of the
Placement tab.
3. In the Property selection dialog, select the page or project property that
should be inserted in the plot frame / form.
4. If needed, limit the display of possible properties by selecting an entry from the
Category drop-down list.
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11. If needed, select the Activate alignment box check box and enter the size
and treatment of the text within the frame.
12. If the alignment boxes are not only to be taken into account on the report
page, but also drawn, then also select the Draw alignment box check box.
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16. Select Popup menu > Cancel action to terminate the action.
The special text is inserted on the plot frame / form page and can be
revised by double-clicking it.
Note:
EPLAN internally notes the last selected property and suggests it again when next
inserting. All settings made during the placement are also used.
texts in the plot frame editor (Utilities > Master data > Plot frame > Open >
[Open]).
Insert > Special text
1. In the subsequent menu, select whether a column text or a row text should
be inserted into the plot frame.
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3. Click [OK].
The element hangs on the cursor.
Note:
The Utilities > Place column and row text again can be used to delete these
special texts and automatically placed on the border areas of the defined columns
and rows.
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To arrange form and plot frame editing more clearly, so that inserting graphical
elements like lines and graphics is easier, there are the options described in the
following:
3. Select View > Hide placeholders to display the placeholder texts again.
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> Master data > Form > Open > [Open]). Or you have opened the plot frame
that you would like to edit in the plot frame editor (Utilities > Master data >
Plot frame > Open > [Open]).
Proceed as follows:
1. Select View > Properties as numbers.
The property texts are replaced by their internal ID numbers.
3. Select View > Properties as numbers to display the property texts as texts
again.
> Master data > Form > Open > [Open]). Or you have opened the plot frame
that you would like to edit in the plot frame editor (Utilities > Master data >
Plot frame > Open > [Open]).
Proceed as follows:
1. Select View > Columns.
The column division is displayed in the form / plot frame using lines.
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Both columns and rows can be predefined alphanumerically and numerically via the
numbering formats in the plot frame. Such a default can then be later updated.
2. In the Path numbering group box, specify whether the numbering should be
page or project related or by structure identifier by selecting the appropriate
option.
3. Click [OK].
With the page-dependent counting method, counting of column areas starts from
scratch for each page, i.e., EPLAN always starts with the configured starting value
and increments it until the last column of the page is reached. For numbering by
project, column numbers are counted through each page, so that counting starts with
the starting value on page 1 and counted to x on the last page. (Please note that all
pages are counted here, unless you activate the plot frame property Display column
designations on non-logic pages.)
The following plot frame properties (Category Settings) are established for the
report:
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from left to right (starting with 0). A different starting value can be provided
here.
Start value (row) The row numbers of the grid are normally numbers from top to
bottom (starting with 0). A different starting value can be provided here.
Column numbering format: Format of column numbers. If no format is
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This function supports you in the labeling of column and row areas, in that all placed
column and row numbers are deleted and automatically reset. An automatic placing
function sets the column and row placeholder texts exactly on the edges of the
defined columns and rows.
Preconditions:
You have opened a project.
You have opened a plot frame in the plot frame editor.
You have placed column or row texts in the plot frame (Insert > Special text >
The column and row numbers are deleted and placed again. During the generation of
special texts, the formatting last used is selected.
Example:
The two illustrations below show column and row numbers before and after selection
of the menu item, where P1 through P3 symbolized the columns and A through C the
rows.
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After:
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It is possible to manage and output forms and plot frames in a special report, where a
table of contents is generated and change information can be entered. The report on
forms / plot frames can be a project into which the forms / plot frames are read. For
this purpose there are the special reports Form documentation and Plot frame
documentation. Form / plot frame documentations are overviews of all documents /
plot frames used in a project.
Precondition:
You have selected a form via Options > Settings > Projects > "Project" > Reports
> Graphical output > Forms documentation or Plot frame documentation and
specified the settings for the pages you would like to create.
Utilities > Reports > Generate
1. If the form documentation / plot frame documentation is not listed under the
reports, click [New].
2. In the Specify report dialog select the Form documentation or the Plot
frame documentation option.
3. If necessary, change the settings for Output project, Creator, and Creation
date.
4. Click [OK].
6. Click [OK].
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7. Click [Close].
The newly generated pages are inserted into the target project selected. In
the list of reports, the level Form documentation / Plot frame
documentation is inserted, and the list of pages contained in the
documentation appears there.
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