NextGen Knowledge Center

Create an Enhanced Form

Before you create an enhanced form, you must have a least one form group created.
  1. To create a form, do the following:
    1. Access File Maintenance.
    2. Select System Master Files, then PM, and then Forms Enhanced.
      The Forms Enhanced window appears.
    3. In the Form Group field, select a form group.
    4. Right-click on a form group from the list that is displayed and select New.
    5. 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.
    6. Select Save after creating your form.
    7. In the New Form Template window, select a Form Group Name (if you did not do so previously), Form Name and Form Description.
    8. Select OK. Notice the new form group in the list displayed.
  2. To edit a form, do the following:
    1. 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.
    2. Modify the form as needed.
    3. To save the changes, select the Save button in the upper-left corner of the window.
      The following prompt displays: Template Saved Successfully.
    4. To continue, select OK.
    5. To close the Edit Form window, select the Close button in the upper-right corner of the window.
  3. To copy a form, do the following:
    1. From the list of forms, right-click on the form to be copied and select Copy.
      The Copy Form Template window appears.
    2. In the Form Group Name field, select the group to which the new copied form will be stored.
    3. In the Form Name field, enter a name for the new copied form. The default name is Copy of [Original Form Name].
    4. In the Form Description field, enter a description for the new copied form. The default description is Copy of [Original Form Description].
    5. To save changes and close the window, select OK.
  4. To edit the Name or Description for a form, do the following:
    1. From the list of forms, right-click on the form to be renamed and select Edit.
      The Edit Form Template window appears.
    2. Modify the Form Name field or the Form Description field as needed.
    3. To save changes and close the window, select OK.
  5. To hide a form, do the following:
    1. 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?
    2. To hide the form, select Yes.
  6. To unhide a form, do the following:
    1. Select the Show Hidden Forms check box to display all forms, including those that are hidden.
    2. 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?
    3. To unhide the form, select Yes.
  7. To delete a hidden form:
    1. Select the Show Hidden Forms check box to display all forms, including those that are hidden.
    2. 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.
    3. To delete the form, select OK.