View/Form Manager

The Form Manager allows you to create custom views and forms, as well as copy Templates and modify them for use.

  1. To use the View/Form Manager, select a Program from the first drop down menu. Follow the link for a listing of Available Programs.
  2. Then, select a module from the second drop down menu. Available selections will change depending on which program was chosen in the previous step. Follow the link for a listing of Available Modules.
  3. Next, select a module component from the third drop down menu. This selection dictates the types of forms you'll be able to create. The available components are determined by the module selected in step 2. Follow the link for a listing of Available Module Components.
  4. The forms displayed in the table will change depending on the selections you made above. In the example below, only Work Order Module forms are displayed. Had we made other selections, different types of forms would appear in the table. The columns in the table contain the following identification information.
  5. You can use the buttons below the table to Add new forms. Consult the Creating Custom Forms topic for additional information.
  6. You can also use the buttons to Edit existing forms, Copy existing forms or Templates, Delete existing forms, or Rename existing forms. Click on the links for additional information.

Form Mgr

In This Section

Available Programs

Available Modules

Available Module Components

Show Forms Checkboxes

Enable Exporting

Form Templates

Creating/Modifying Custom Forms

Copy a Form

Rename a Form

See Also

Forms

Grid Manager

Import From XML