Copying a Form Layout
Usually it is best if you need to create your own form layout or customize an existing to first copy the form, and then work with that copy to make your changes.Follow these steps to do copy an existing form:1. Go to the form layout designer (Tools > Form Layout Wizard)2. Open the form you wa ...
- Customizing Order Form Layouts
Accessing the Form Layout Designer for the Current Order FormUsually when you need to make a change to the form layout, you notice it while you are on the order form screen, so to easily open the form layout designer for the currently open order, simply hit the F5 key at the top of your keyboard ...
- Form Layout Field Properties
Form Layouts - Field Properties When in the Form Layout Designer for an order form layout, you can get to the Field Properties screen by either double-clicking on a field, or single-clicking on a field and then choosing Properties from the Field pull-down menu at the top. Text Tab Text Value - t ...
- Form Layout Region Properties
Form Layouts - Region PropertiesWhen in the Form Layout Designer for an order form layout, usually the best way to get to the Region Properties screen is by clicking on a field on the form, and then pressing the [Esc] key on your keyboard, and then from the Region pull-down menu option at the to ...
- Form Properties
Form Layouts - Form Properties GeneralHere you can change the name of a form. Be aware not to reset it to a name already used on a different form layout. You can also set the Left, Right, Top and Bottom margins in inches here. The Top for Expanding Regions is the position in inches on the page w ...
- How can I make some fields show on screen but not print, or only print sometimes?
Every field in a form layout design can be set to print or not print. Also, every field can be set to "Print blank conditionally".In the form layout designer, when you double-click on a field's box, it opens the Field Properties screen. On the Behavior tab of this screen, you will see a checkbox ...
- How do I add a new field to a form layout?
In the Form Layout Designer, to add a new field to a form layout, you must go to the Field pull-down menu at the top and choose Show Form Fields Selector. This will open the Object Selector window. At the top of this window there are two options, Text Box and Graphic. You can click the Text Box ...
- How do I add my company name or logo to a form?
Adding Company Logo or Name to a Form Layout NOTE: You must have at least the Professional Edition of the software to use the Form Layout Designer. Most of the form layouts that come with the program have a place for your company logo at the upper left corner of the form. You can set the file us ...
- How do I make the order/invoice number field editable?
You can make the order/invoice number field editable on your form layout so you can then type whatever number you'd like to be the invoice number. This is done in the form layout designer. Follow these steps to make the order number field editable on each order you enter: 1. Open a new order (p ...
- I don't want some things to print out on my form, like the unit prices or quantities, or any prices at all
Why do some things appear on screen but are not printing on my form? Most of the form layouts are setup so that if you don't want the quantities or prices to print out, you can choose to Print with Conditionals Blank (Ctrl+Alt+P instead of Ctrl+P or choose the option from the Orders pull-down me ...
- Why can't I find a field I need to enter data for on the form layout?
Since all of the form layouts can be different and can be customized, not all forms have the same fields to enter data. You may be able to look through the different forms in the list and find one that better suits your needs, or you may need to customize the form layout to include all the field ...
