Reports and forms

To change or move elements on a form

The Customize window for the form you want to modify must be displayed. [To customize a form for later use (Setup menu) or To customize a form before sending]

You may also want to display the layout grid so that you can precisely position elements in the layout. (To use the layout grid)

Warning!
Forms that don't meet government requirements won't be accepted

1. To resize an element:

• Double-click on it. Several small squares -- called handles -- will appear around the border of the element.

• Click a handle and drag the mouse while pressing the mouse button.

2. To move an element:

• Click on it. Then press the mouse button and drag the element to its new location.
  
  -- or --

• Double-click the element to display the Field Properties window for graphics or the Field Properties window (data and text fields). Use this window to position and size the element precisely using the Field Size and Field Location options.

Note:  You may not be able to move certain columns without moving others

To undo the last change you made, click the Undo button in the toolbar of the Customize window.

3. You can change any of these characteristics of any text field, data field or column:

• Field size and location

• Font color

• Background color

Note:  The default background field color (white) is transparent

• Border layout, color, width and style.

Warning:  Fields not entirely within the printable area of a form layout will not print

To change any of these characteristics, double-click in the field to display the Field Properties window (data and text fields) and select from the available options.

1. To change the font, font size, style or color used in a text or data field, click the Text Format button in the Field Properties window (data and text fields); this opens the Text Format window.
2. When your text formatting settings are correct, click OK to return to the Field Properties window.
3. After you've made all of your changes in the Field Properties window, click OK to continue working in the Customize window.

4. To change the size or appearance of a line, rectangle or picture, double-click it to display the Field Information window. After you've made your changes, click OK to return to the Customize window.



5. When you've finished all your changes, save your custom form:

• Click Save Form to save the layout under its existing name.

• Click Save Form As to save the new layout under a new name.

6. Click OK to return to the Customize window.



7. Click OK to close the Customize window.

Related topics

• Customizing forms
• To add design elements to a form
• To copy elements on a form
• To customize a form before sending
• To customize a form for later use (Setup menu)
• To determine where fields can be placed on a form
• To remove elements from a form