How To: Creating a New Forms Group (21-01)
Overview
This tutorial describes how to create a new forms group in the Work Order Picking Sheets selection.
Step-by-Step
- Click the Change Forms to print button to the right of the ‘Forms Group’ field.
Click image to enlarge.
- Select [New] form the Group column on the left side of the screen.
- In the ‘Group Name’ field, enter a name for the new forms group and press the Enter key.
Click image to enlarge.
- On the bottom right of the screen, you will see a list of forms that you can include in this new forms group. Any custom forms that were created through Routing Form Maintenance (21-90-62) also appear here. Click a form that you want to include in this group.
Click image to enlarge.
- A new window opens, displaying options for this form. In the ‘Route Type’ field, select a specific route type to print the form for, or select ‘All’ to print the form for all route types.
- In the ‘Always print to’ field specify a default printer for this form, or leave the field blank to be prompted for a printer ID each time you print the form.
- Click Update to add this form to the new forms group.
- Click Delete and the window closes without the form being added to the group.
NOTE: Once the form is added to the group, you can access this window at any time by clicking on the form name in the ‘Forms to print’ box.
Click image to enlarge.
- The form is added to the ‘Forms to print’ box at the top of the screen.
- Click Select to use this group for the current print.
Click Done to save this new group. You can then select a group to use for the current print from the group list.