Add a Data Entry Form

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Revision as of 21:17, 4 February 2014 by Dionysia (talk | contribs)
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Note.jpg To add data entry forms, you must have access to the Data Entry Form permission.

To add a data entry form:

  1. From the Data Entry menu, select Data Entry Forms.
  2. From the Data Entry Forms menu, select Add Data Entry Forms. The Data Entry Form Templates window displays.
  3. Click the row in the Data Entry Form Templates window associated with the template that you would like to use.
  4. Do one of the following:
    • Click the OK button.
    • Double-click the row associated with the template you would like to use.
  5. The Data Entry Form Editor Window displays the selected template.
Note.jpg You can also add data entry forms by clicking the FieldTemplateIcon.png button on the Workbench window or the Data Entry Forms window from a Summary Window.