Create New Data Forms

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.

o	Questions: See table

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.

5.	Edit the data form behavior for the new data form.

6.	Click Save.

7.	Click the Design Form button.

8.	Click New.

9.	Use the pull down menu to select the desired element. (Note: Sample layout for the element 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.	Click on the Questions and Answers tab to enter or set:

o	Question text

o	Short text to be displayed as question prompt

o	Answer options (Note: 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.

▪	Click Open Table.

▪	Use the list screen to create answer options. Click Save and Exit.

▪	Click Exit.

▪	Click Yes on the information message.

o	Whether the question is required

o	Whether the answers should be included on reports

o	Whether questions and answers should be printed when the form is printed

12.	Click on the Formatting tab to set: (Note: Click here for formatting tips.)

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 number

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	Answer length

o	Answer height/width

o	Mouse-over tip to clarify question

13.	Click on the Heading/Divider tab to set or enter:

o	Heading text

o	Space before and after divider

o	Thickness of divider

14.	Repeat Steps 8-13 to add and format all desired elements.

15.	Click the Preview button on the menu bar to see how the data form looks. Click Exit to close the preview screen.

16.	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.)

17.	Click the check boxes to active 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.)

18.	To reorder items, click in the gray squares to the left of list items and drag to new locations.

19.	Click Save.

20.	Click Exit.

(Note: For an additional fee, Titanium's Support team will create new forms. Email Forms@TitaniumSoftware.com for more information.)

For additional assistance, please email the Titanium Support team or visit us online at www.TitaniumSchedule.com.