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If existing data forms cannot be edited to meet your needs, you can create new data forms. Data forms contain three types of elements:
| o | Headings: Plain, bold text used for titles or instructions |
| o | Dividers: Horizontal lines across the data form used to add a visible separation between data form sections. |
| 1. | From the calendar screen, click Settings > System Settings. |
| 2. | Click Notes and Data Forms tab > Data Forms button. |
| 3. | On the menu bar, click New. |
| 4. | Click in the Data Form Name field to give the data form a descriptive name. |
| 7. | Click the Design Form button. |
| 9. | Use the pull down menu to select the desired element. Note: Sample layout is shown in the lower left corner of the screen after the selection is made from the pull down menu.) |
| 10. | Click OK. (Note: Element type cannot be edited after clicking OK. Instead, delete the incorrect element and add a new one.) |
| 11. | For questions, click on the Questions and Answers tab to enter or set: |
| o | Short text to be displayed as question prompt |
| ▪ | For multiple choice or drop down lists, click on the Answer Tables button: |
| • | Use the list screen to create a new table and click Save. |
| • | Use the list screen to create answer options. Click Save and Exit. |
| • | Click Yes on the information message. |
| • | Whether the question is active for the web |
| ▪ | For option group of numbers and integer values, set the values. |
| ▪ | Whether the question is active for the web |
| ▪ | Whether the question is required |
| ▪ | Whether the answers should be included on reports |
| ▪ | Whether questions and answers should be printed when the form is printed |
| o | Whether the element starts a new section on the form (displayed on a new line) |
| o | Whether short text should be used for prompts |
| o | Whether the element should be word wrapped (Note: This is recommended for all elements for which it is an option.) |
| o | Whether an underline should be added when displayed on the screen |
| o | The format of the row in which the element will be displayed (1, 2, or 3 columns) and the column in which the element will appear (1st, 2nd or 3rd). |
| o | Question alignment (right/left justified) |
| o | Answer position (with or under question, left/right justified) |
| o | Answer/question order (question before/after answer) |
| o | Input mask to validate responses (Note: This option is rarely used.) |
| o | Mouse-over tip to clarify question |
| a. | Click on the Heading/Divider tab to enter heading text. |
| b. | Click on the Formatting tab to set: |
| ▪ | Whether the heading starts a new section |
| ▪ | Whether to word wrap the heading |
| ▪ | The column in which the heading will be displayed (Note: By default, headings are displayed in column 1 and there is only 1 column, so the heading text is displayed across the entire screen.) |
| ▪ | Whether a tip will be displayed when a user's mouse hovers over the heading. |
| 14. | For dividers, click the Heading / Divider tab to set the space before and after the divider, and width of the line. |
| 15. | Repeat Steps 9-14 to add and format all desired elements. |
| 16. | Click the Preview button on the menu bar to see how the data form looks. Click Exit to close the preview screen. |
| 17. | Click the check boxes to activate or deactivate data form elements. (Note: The design element that is selected will be displayed in red font on the preview screen.) |
| 18. | Click the check boxes to activate or deactivate data form elements displayed when the data form if the data form is used the web component. (Note: An element for "office use only" may be inactive on the web component and active on the form.) |
| 19. | To reorder items, click in the gray squares to the left of list items and drag to new locations. |
(Note: For an additional fee, Titanium's Support team will create new forms. Email a copy of your forms to Forms@TitaniumSoftware.com for a quote.)
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