There are two types of text fields on forms:
Custom Text fields allow you to enter whatever text you need
Data Fields show text from data within Attaché, for example: the name of a customer from the Customer Masterfile.
Adding Custom Text
If you need to edit any 'custom' text fields on a form, use Forms Designer as follows.
Change an existing text field
For example, to change the email address on a Purchase Order form, follow the below steps:
Go to Setups, Suppliers, Form Designer, Purchase Orders.
Select the Form Code.
Click OK.
Right click or select and double click on the Email Text field.
Edit the Text as required.
Click Ok.
Save the form on exit.
Add a new custom text field
You can also add a custom text field to a form by using the Custom Text button marked with an "A". For example, to enter trading terms, each line will be a separate text field. Do the following:
Once the form you need is open, refer to example steps 1 to 3 above, click the Custom Text ("A") button. The cursor will change to a crosshair
Place the cursor in one corner of the area where you want to place the text then click and drag to draw a rectangular border for the text. When the border is approximately the size required, release the mouse button.
While the border is highlighted, click the Properties button (the hand pointing to a white page) or right-click on the field to display the Properties dialog box.
In the Text field type the text you require
Click OK to save the new custom text field
To save the form click the Save button
Adding Data Fields
For some text it may be possible to add a Data Field, for example, your company's phone number. To add a Data field, do the following:
Click on the Data Field button (the button with a red arrow pointing towards a blank white rectangle).
The Select Field window will open.
Select the form section in the top area, either: Header Fields; Body Fields; or Footer Fields.
Note that generally Header and Footer fields can go in either the Header or Footer sections.
Body Fields can only go in the body of the form.
Scroll through the list of fields until you find the data field you are searching for
For example: to add the company phone number scroll to find Company Phone.
Click and hold on the field name in the list of fields and drag the field to where you want it on the form, release the mouse button to place the field
The name of the field should automatically appear in the rectangular field area.
Data fields draw their data from Attaché. The Company Phone field takes its data from the Telephone field in the Setups, Company Setups, Options, Company Options window.
Changing the Telephone field in the above window will update all forms using this data field.
Click the Save button to save your changes.
See also: Forms Designer Help and User guide.