Forms Designer Window

Use this routine to customize user-defined Forms Designer layouts. STORIS Standard forms cannot be edited. In the right pane of the Form Management window, select the form you want to edit, then click on the Design Form button in the left pane. The Forms Designer window opens to display the layout of the selected form in the left pane.  The Forms Designer window consists of four sections (see Figure 1):

- Data box / Report Explorer box

- Properties box

 If you access the Forms Designer window and your current version is not equal to the SCI version, the Select Designer Version screen appears.  This screen displays your current version number and provides the option to design the form using either your current version or the SCI version.  STORIS strongly recommends you use the SCI version.

If you choose to upgrade, the latest version of the Forms Designer loads and a message appears advising you that all workstations must be running the current SCI version throughout your organization.

Figure 1. The Forms Designer window with its sections outlined in red and labeled.

  • Report Designer - This tab shows the Form Layout in design layout where you can edit the form. It is from here where you can save your form. Click here for details on saving your changes and entering form notes.

  • Print Preview - This tab shows the Form Layout as a print layout. Since this print layout is not yet populated with data, it is shown with placeholder data. This tab's tool bar allows you to perform print-related actions, such as page setup. STORIS recommends performing a test print to ensure your form prints as desired.

    If you have previously printed the selected form, the View Live Data option is available from which you can view the previous version of the report including any scripts present in the form at that time. If this option is unavailable for a form, either no previous version of the form was printed, or the form contains sensitive data such as AP check information, in which case the View Live Data option is not available.

  • HTML View - This tab allows you to view your form as it would appear online.

Toolbox

The Toolbox allows you to insert items such as text boxes, images, and bar codes into your form. The Toolbox is only available on the Report Designer tab. More information about the Toolbox can be found in the Toolbox topic.

The Toolbox may be closed (see Figure 2) when Forms Designer is opened. To open and view the Toolbox without leaving it fully expanded, hover your pointer over the Toolbox icon and view or select a function. You may close the Toolbox by clicking anywhere outside of the Toolbox.

To keep the Toolbox expanded, either hover your pointer over the Toolbox or click on it. When it expands, click the pin icon (Dock button) in the Toolbox's upper right corner. To close or hide the Toolbox, click the pin icon again.

Figure 2. The Toolbox as it looks when closed.

 

Form Layout

The Form Layout changes with the tab selected in the Formatting Tools section.

Data Management

The Data Management pane (Figure 3) is only available when the Report Designer tab is selected. It contains the following three sections, each of which contains options to design or add data to the form shown in the Form Layout.

  • Data box

  • Report Explorer box

  • Properties box

Figure 3. The Data Management section.

 

For further assistance and to request additional training for these processes, please contact STORIS. For registered users of the STORIS Secure Customer Service Web Site, you can request additional training by logging a Help Line case at http://support.storis.com.