Creating Data Forms in the Form Designer

You use the Form Designer to set the Point of View, and specify form details, row, column, and header options.

After you create a data form, you can scan it to check the validity. The system generates the form script and validates it. If there are errors, they are displayed in the Script view. See Using Data Form Scripts.

For information on setting form details:

  To create a data form:

  1. Select Consolidation, and then Documents.

  2. Click New, and then Data Form, or select Actions, then New, and then Data Form.

    The Forms Designer is displayed by default.

    Tip:

    If the Designer page is not automatically displayed, click Designer, or select Actions, and then Designer.

  3. Set the Point of View for the data form.

  4. Specify the Form Details.

  5. Specify the Row and Column options.

  6. Optional: To add rows or columns, click Add New Row, Add New Column, or select Actions, and then Add New Row or Add New Column.

    Tip:

    To delete a row or column, click Delete Column/Row, or select Actions, and then Delete Column/Row.

  7. Specify the Header options.

    Tip:

    To reset the form to the default values or the last saved definition, click Reset.

  8. Optional: Click Scan to verify the validity of the form.

  9. Click Save to save the form, enter the information for the form, and then click Save.