Before you create an enhanced form, you must have a least one form group created.
- To create a form, do the following:
- Access File Maintenance.
- Select System Master Files, then PM, and then Forms Enhanced.
The Forms Enhanced window appears.
- In the Form Group field, select a form group.
Note: You can select (All) Forms, but you will be prompted to select a form group upon saving.
- Right-click on a form group from the list that is displayed and select New.
- Select Blank Form.
A blank form displays, allowing you to create the body of the form by entering and formatting text, inserting pictures, and selecting data repository fields as needed.
- Select Save after creating your form.
- In the New Form Template window, select a Form Group Name (if you did not do so previously), Form Name and Form Description.
Note: You can only enter up to 40 characters for the Form Name and Form Description.
- Select OK. Notice the new form group in the list displayed.
Note: When you create an enhanced form in File Maintenance and if you do not have enough data while printing it from NextGen® Enterprise PM, the system compresses the extra spaces.
- To edit a form, do the following:
- From the list of forms, right-click on the form to be edited and select Open. You can also double-click to open the form.
The Edit Form window opens.
- Modify the form as needed.
- To save the changes, select the Save button in the upper-left corner of the window.
The following prompt displays: Template Saved Successfully.
- To continue, select OK.
- To close the Edit Form window, select the Close button in the upper-right corner of the window.
- To copy a form, do the following:
- From the list of forms, right-click on the form to be copied and select Copy.
The Copy Form Template window appears.
- In the Form Group Name field, select the group to which the new copied form will be stored.
- In the Form Name field, enter a name for the new copied form. The default name is Copy of [Original Form Name].
- In the Form Description field, enter a description for the new copied form. The default description is Copy of [Original Form Description].
- To save changes and close the window, select OK.
- To edit the Name or Description for a form, do the following:
- From the list of forms, right-click on the form to be renamed and select Edit.
The Edit Form Template window appears.
- Modify the Form Name field or the Form Description field as needed.
- To save changes and close the window, select OK.
- To hide a form, do the following:
- From the list of forms, right-click on the form to be hidden and select Hide.
The following prompt displays: Are you sure you want to hide this form template?
- To hide the form, select Yes.
- To unhide a form, do the following:
- Select the Show Hidden Forms check box to display all forms, including those that are hidden.
- From the list of forms, right-click on the hidden form and select Un-Hide.
The following prompt displays: Are you sure you want to unhide this form template?
- To unhide the form, select Yes.
- To delete a hidden form:
- Select the Show Hidden Forms check box to display all forms, including those that are hidden.
- From the list of forms, right-click on the hidden form to be deleted and select Delete.
The following prompt displays: Confirm Delete of Template.
- To delete the form, select OK.
