Save Form Window

When finished with the design of the form layout, click the button to update the form template. The Save Form? window appears (Figure 1).

Figure 1. The Save Form? window.

When saving changes, a description of the changes must be entered into the Save Form? text box. This description is known as Form Notes. After entering a description of the changes, click Yes.

To exit without saving changes, click No.

The Form Notes entered into the SaveForm? window can be viewed in the Form Management window. The Form Notes column in the grid indicates the presence of notes with the icon. When no Form Notes are associated with a form, the icon is present in the Form Notes column. To view the notes for a specific form, click the icon and a separate window displays the notes.

Figure 2. The Form Notes window as seen on the Forms Management screen.

To view all form notes for forms listed in the grid, click Configure View in the upper left corner of the Forms Management screen then select Preview Notes (Figure 3). The notes display in the grid, immediately following the form (Figure 4).

Figure 3. The Configure View menu.

Figure 4. An excerpt of the Forms Management screen with the Preview Notes option enabled.