We updated the Forms Designer to make it easier to create and update forms for printing checks, invoices, bills, and so on. The new Forms Designer gives you access to drag and drop variables, conditional statements, and expressions. We moved a few controls to new locations to make them more visible. The new Forms Designer is for people who need to create new forms or edit existing forms for Connect applications. 

When you open an old form in the new Forms Designer, the old form is converted and saved as a new form layout. When you edit the new form layout, your changes will only be saved to the new form layout. You will not be able to open the new form layout in the previous version of the Forms Designer.

 

Launching the Forms Designer from a report

1. Open Connect [Application Name] > Reports > [Report]. 

2. Click to select the Forms tab. 

3. Click   and select Create a Form or Edit This Form. 

Form menu

 

Launching the Forms Designer from the main menu

In most Connect applications, you'll find the Forms Designer by navigating to Organization > Forms. But in Accounts Payable, use Organization > Purchase and Requisition Forms. Some applications don't have a report that uses a form and those applications do not have a Forms Designer.  

 

Connect Application	Forms Designer
Accounts Payable	Purchase and Requisition Forms
Accounts Receivable, Animal License, Backflow Management, Business License, Business Tax Collection, Cash Receipting, Cemetery Management, Check on Demand, Community Development, Court Management, Human Resources, Maintenance Orders, Materials Management, Payroll, Project Accounting, Property Improvements, Property Tax Collection, Utility Management	Forms
Document Management, General Ledger, Timekeeping, System Management	None

 

 

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