Screen and Forms Designers in Attaché use the same data. For the most part, anything you enter on a screen can be displayed on a form, provided the field exists in Forms Designer.
The below sections with instructions often use a Customer Invoice as an example. You can use these instructions for any document type that you want to edit.
Note Details of the fields you want to add
To find the field names that you want to add to your form, you need to use the Screen Designer menu items. If you cannot find the menu items listed below, see your supervisor for menu access rights. Do the following to check field names:
In the data entry screen, take a note of the field(s) you want to add to your form and where they are located on the screen (e.g.: the header area, detail/lines area or footer area).
Go to Setups, Customers, Screen Designer, Invoice. Screen designs for Suppliers are located similarly at: Setups, Suppliers, Screen Designer, (Choose the form type you want to edit).
The default design for your invoice screen will open. If the screen does not look like the one you use, then select Open F9 and choose another screen design until the design matches what you see on screen when entering an invoice.
Look at the same location on the template that you noted in step 1 and take note of the field name used. The field name is the word or words in the white box.
Close Screen Designer with Close Esc.
Check which Form you need to edit
Different customers/suppliers can use different forms. The form used is specified in the Masterfile. Check this by:
Go to the applicable Masterfile, e.g.:
Customers, Masterfiles, Customers, Enquire.
Suppliers, Masterfiles, Suppliers, Enquire.
Enter the relevant Customer Code / Supplier Code or Find F2 to select the code.
Go to the Form Codes tab and check if a form code has been set for the form you want to edit:
If it has, you should edit this form.
If no form has been set, you should edit the '{Master}' form.
Close the Masterfile.
Edit the Form
Forms are edited using the Forms Designer menu items. You'll need menu access to this area in Setups. See you supervisor if you cannot find the menu items detailed below. To edit a form, do the following:
Go to Forms Designer:
Setups, Customers, Forms Designer.
Setups, Suppliers, Forms Designer.
Select the form that you want to edit from the main menu, e.g.: Invoice.
Forms Designer will open and ask for the Form Code that you want to edit, select the form that you determined in the above section.
Click on the Select Field button (the one with the red arrow going to a white page, 9th button from the left).
The Select Field window will display.
In the first section you noted the location of the field/s you want to add to the form. To find the field in the Select Field window you need to choose the default location for that field:
If you noted the field appeared in the entry form in either the Header or Footer sections of the screen, then search in the Header Fields or Footer Fields sections.
📌Note: that Header and Footer fields can be placed in either the Header or Footer section.
If on a detail line, select Body Fields. A field on a line on the screen must be in a line on the form.
Search for the field name in the selected section.
Drag and drop the field name onto the form where you want to place it:
Header and Footer Fields can only be placed in the Header or Footer section of the form.
Body Fields can only be placed in the Body section of the form.
📌Note: The blue Information Bar at the bottom of the Attaché window will show you what section of the form you are in when you hover your mouse over the form.
Once you have placed the field, save the form using the Save button (the 3.5in disk icon, 2nd button from the left).
If you are removing a field from the details section, select the field and press Delete.
Rearrange the headers and details section so information remaining are aligned.
Save the Form.
Test your updated form
To test the form you just edited, you need to print from the screen. To do this:
Look up the document you want to print, for example: Customers, Transactions, Invoices, Look Up.
Once the document is displayed on screen select Output F11, Printer Only, and in Form Code for this run select the Form code that you edited in the above section.
Use Printer F6 to select the printer you wish to print to which can be a pdf printer.
Accept F9 to print the document.
Check that the field you entered displays the information that you expect:
If correct, this information will print on all invoices for all customers that use this form.
If not, you may have selected the incorrect field. Double check the field name using section one of this article.