Working with Custom Forms

WARNING! Always validate your form type selections after making changes.

If you delete or rename form types in the Custom Reports utility that are selected in the Form Types Configuration setting, it is possible that the form will not print correctly when you try to print it.

While all reports in the database are available to all users, form type selections are specific to each user on each machine.

Adding New Custom Forms

You can add new custom forms to the database. When you upload new custom forms, they are available to all users in the database.

Complete these steps:

1. On the Custom Reports window, select any report row.
2. Click the Upload button.
3. Navigate to a location of the new custom form on the machine.
4. Select the report file.
5. Click Save. The report file is saved and appears in the list.

Replacing Existing Custom Forms

You can replace existing custom forms in the database. Each report file must have a unique name in the database. To replace an existing form, upload a custom form with the same name as the report you are replacing.

To Replace Existing Custom Forms

Complete these steps:

1. On the Custom Reports window, select any report row.
2. Click the Upload button.
3. Navigate to a location of the new report file on the machine.
4. Select the report file.
5. Click Save.
6. You are prompted as follows depending on the form:

   • If you try to upload a custom form with the same content but a different name, a message appears notifying you that the same form already exists in the database with another name. You cannot upload these forms.

   • If you try to upload a custom form with the same content and the same name, you are asked if you want to overwrite the existing file. You can overwrite the existing form.
7. Click Yes.
8. • The report file saves over the existing file and appears in the list.
   Click OK and then OK to close the Forms Setup window.
   • The next time the document is printed, the new form prints.

Renaming Custom Forms

You can rename any custom form.

• You cannot change the content of the Description column; only the Report Name.
• You may want to change the names of custom forms with the machine name and user name at the end of the name to be more descriptive.
  • These forms are duplicates of the original form that were imported from different workstations. Because each report file must have a unique name, R.O. Writer adds the machine name and/or user name of the workstation the forms were imported from to the end of the file name.

To Rename a Custom Form

Complete these steps:

1. On the Custom Reports window, select the custom form you want to rename.
2. Click the Delete button.
3. A prompt appears asking if you want to delete the selected custom form. The prompt shows the name of the selected custom form.
4. Click Yes to delete the custom form.
   • The new form name appears in the list on the Custom Reports window.
   • The new form name appears in the Custom Form File dropdown list on the Forms Setup window. However, if the old file name is selected on the Forms Setup window, you will need to select a different form.

Deleting Custom Forms

You can delete any custom form. You cannot delete system reports.

Before you delete a custom form, verify if the form is selected in the Form Types Configuration setting.

If you delete a custom form that is selected for one of the form types, you will need to select a new form on the Forms Setup window.

To Delete Custom Forms

Complete these steps:

1. On the Custom Reports window, select the custom form you want to delete.
2. Click the Delete button.
3. A prompt appears asking if you want to delete the selected custom form. The prompt shows the name of the selected custom form.
4. Click Yes to delete the custom form.
   • The form no longer appears in the list on the Custom Reports window.
   • The form no longer appears in the Custom Form File dropdown list on the Forms Setup window.

Downloading Custom Forms

You can download any custom form to the local machine.

Complete these steps:

1. On the Custom Reports window, select a report with "Custom" in the Origin column.
2. Click the Download button.
3. Navigate to a location on the machine.
4. Click Save. The report file is saved.