Creating a User-defined Form
- Click Create.
- Select a file type and click Next.
- Select a form type and click Create. Or, if you want to use the default fields in the form type, select Use the default template.
- Provide a code, a name, and a description.
- Add rows, columns and sections using the Toolbox features.
- In the Field Chooser list, select fields, then drag and drop them in the desired sections.
- Edit the field properties. Select a field and scroll to the Selected Element Properties section at the bottom of the form.
- Click Save.
The form appears in the User-defined Forms list and is available when creating user-defined files.