Form Designer Tutorial

Overview#

The Form Designer is where the output templates are designed, for example, the Quotation and Tax Invoice forms you print and email.

💡These tutorials explain how to change a template, save or load a template file and add a field to a template.

How to Change a Template#

1. Open a document that uses the template, for example, a Customer Invoice.
2. Click Output (button) > Preview and select the template, for example, Tax Invoice. Close the preview.
3. Navigate to Main Menu > Setup > Form Designer. The template opens.
4. Make your changes on the Design tab, and check them on the Preview tab.
5. Click File > Save As… and select the template you are changing.
   • Warning: Do not click Save before you have used Save As. It may save your changes onto another template.
6. Click Save as you continue working. It saves onto the template you selected.
7. Close the Form Designer, and preview a document again to check the template.

How to Save or Load a Template File#

To keep a backup copy, or to move a template to another database, use an .rtm file:

1. In the Form Designer, click File > Save to File… and save the .rtm file.
2. Navigate to Main Menu > Setup > Settings & Defaults and click Edit... next to Output (Print, PDF, Email) > Output Templates.
3. Select the Module, right-click the template and select Edit. To add a new template instead, click New, enter its Name and set its Type to External File (.rtm).
4. Document Template = Click Load from File and select the .rtm file. The Uploaded checkbox is checked.

How to Add a Field to a Template#

1. Open the template in the Form Designer (steps 1 to 3 above).
2. If the Data Tree is hidden on the right, click View > Toolbars > Data Tree.
3. Click the data table, for example, the one with the transaction's header details. Its fields appear below it.
4. Drag the field onto the form, in the section where it belongs. It arrives with a label: click the label and press Delete if you do not need it.
5. Drag and resize the field, and format it with the format toolbar.
6. Check it on the Preview tab, then save it (steps 5 and 6 above).