This Document can be found in the following categories:
To view the custom form page, click 'Administration' in the menu
header and select 'Customize Forms'
You will be directed to the 'Customize Forms' page. The 'Forms'
drop down list at the top of the page shows all existing custom
forms. Choosing a form in the drop down list will refresh the
'Customize Forms' page to show the fields for the form
Creating a new form
To create a new form, click on the New Form icon in the upper right
hand side of the 'Customize Form' page. A 'New Form' dialog will
open asking for a form name. Enter the form name and click on
'Save' to begin adding sections and fields.
To insert a section, click on the 'Add Section' link. The section
will automatically open in edit mode.
To edit a section in a custom form, click on the 'Edit' button
beneath the section title.
Once in edit mode, type the caption to be seen by users in the
Caption field and choose the number of columns to be held in the
section in the columns field. The maximum number of columns is
three. Click on the 'Ok' button to accept the changes or 'Cancel'
to abandon them.
Note: Updating a section does NOT save it to the database. Ensure
that all section modifications are saved by clicking on the 'Save
To delete a section, click the 'Delete' button beneath the section
title. If the section has fields defined in it, all fields will be
To insert a field, click on the 'Add Field' link at the bottom of
the section column where the field belongs.
A dialog to enter the field data will appear.
To edit a field in a custom form section, select the field in the
box and click on the 'Edit Row' button below.
Once in edit mode, type the caption to be seen by users and choose
a database field from the Field list. Each database field can be
used only once and will be removed from the list upon selection. In
addition to the database fields, there is a 'Description Only'
field which can be used multiple times. This field is useful for
user instructions or other text that will not be saved to a
Click on the 'OK' button to accept the changes or 'Cancel' to
Note: Updating a field does NOT save it to the database. Ensure
that all field modifications are saved by clicking on the 'Save
Field Changes' link.
Use the 'Delete Row' button directly below the field box to delete
it from a section.
Arranging fields and sections¶
Once saved to a custom form, fields can be re-ordered. Fields can
also be moved between sections. To drag and drop a field to a new
location, click and hold the header while dragging the mouse
towards the new location. Once field is over the new location,
release the mouse button to drop it in place.
Note: Moving a field does NOT automatically save its
new location to the database.
Ensure that all field/section modifications are saved by clicking
on the 'Save Section Changes' or 'Save Field Changes' link.