Creating Data Forms in the Form Builder

Financial Management provides a graphical user interface for creating and maintaining data forms.

For information on the tabs in the Form Builder, see these sections:

Some of these tabs provide links to the Member Selector, which you can use to select members and member lists for the form.

  To create a data form:

  1. Open the application.

  2. Select Administration, then Manage Documents.

  3. Select the Data Entry Forms tab.

  4. Click New.

  5. Enter the form information on each tab of the Form Builder. You can move between tabs by clicking the tab or by clicking Back and Next at the bottom of the Form Builder. Each tab also contains these buttons:

    • Scan - to scan the form for proper syntax.

      After the system scans the form, it displays a page containing information such as the scan start and end times.

      • If the form is valid, the page includes a Preview button, which you can use to view the form.

      • If the form contains errors, the page lists the errors.

    • Update - to post changes to the server.

    • Reset - to reset form values. This button can be useful if you make a mistake.

  6. Click Save at the bottom of the Form Builder, then select a file name and location.

    After the system attempts to saves the form, it displays a page containing information such as the start and end times of the save operation.

    • If the form is valid, the system saves the form and the page includes a Preview button, which you can use to view the form.

    • If the form contains errors, the form is not saved and the page lists the errors.

      Note:

      If you attempt to close the form without saving the script, the system warns you and provides the option to save before continuing.