Reports and forms

To determine where fields can be placed on a form

 

Because they have special uses or relationships to other data on the same form, certain data fields and columns are designated for specific pages or areas of the forms on which they appear. To determine where a particular field can be placed on a form:

  1. Open the Customize window for the form you want to customize.


  2. 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 on your custom form. (Fields are listed before columns.) The right-hand column in the list provides information about where each data field can be placed. Refer to this information to determine where you can place fields on your form layout:


    Note:  The check stub layouts provide two versions of certain fields
  1. Click in the selection column to the left of the names of the fields and columns that you want to add. You can add as many different fields or columns as you need.


  2. Click OK to add the selected fields and columns to your form.


    Note:  You may not be able to move certain columns without moving others
  1. To reposition a field or column, click on it and drag it to the desired location. (To change or move elements on a form)


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