Reports and forms

To add data fields to a form

 

The Customize window for the form you want to customize must be open. [To customize a form for later use (Setup menu) or To customize a form before sending]

  1. Click the Add New Data Field/Column button in the toolbar at the top of the Customize window.


    Note:  You can't add data fields to forms where they don't belong
  1. The Select from List window displays an alphabetical list of the data fields and columns that are available for use in your custom form. (Fields are listed before columns.) Click in the selection column beside the names of the fields and columns that you want to add. You can add as many fields or columns as you need.


  2. Click OK when you've finished selecting data fields and columns. The new fields and columns are highlighted in the form layout.


    If you're adding a single data field, it will appear at the top of the form or at the spot where your mouse cursor was last positioned. If you're adding multiple fields, they will be aligned vertically below the first new field. If you're adding data columns, they will appear to the right of any existing columns in your form. (The new column may be positioned slightly off the right side of the layout. If this is the case, you may have to move or adjust the size of existing columns to accommodate the new column.)
    Note:  New data fields do not have titles
  1. Use your mouse to drag the new data fields to their correct positions on your custom form.
    -- or --
    Double-click inside each new field to use the sizing and positioning features in the Field Properties window - Data Field.


    To position new fields more accurately, use the layout grid. (To use the layout grid)
    Warning:  Fields not entirely within the printable area of a form layout will not print
  1. Click Save Form to save the custom version of your form under its existing name. Click Save Form As to save your custom form under a new name.


  2. Click OK to return to the Customize window.


Step by step

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