Create a New Form Project Management Help

When you click the New button in the Custom Forms dialog box, the Custom Form Editor opens with a small empty dialog box open for editing. The only buttons that are on the new form are the OK and Cancel buttons.

Working in the Custom Forms Editor

After you select a custom form to edit or copy, or choose to create a new form, name the form in the Define Custom Form dialog box and then enter the Custom Form Editor. Here’s a step-by-step walk through of the process required to create a new form called Travel Information.

From the Custom Forms dialog box, select the Task radio button on the Forms area, and click the New button. The Define Custom Form dialog box is displayed. Enter the data, as shown in Figure 23.7. When you press the OK button, the Custom Forms Editor is displayed

Name your new forms

Name your new forms

Adding Fields to a Custom Form

The first thing we will do is add the required fields to our Travel Information form. Fields come from your project and Project displays the most current data. Fields can be defined as display-only or update able. We’ll add three fields to this form: Task Name, and two custom fields created for this form, Travel Cost (Cost l), and Location (Textl). To add fields to a custom form, follow these steps:

1. In the Custom Form Editor, select Item > Fields. The Item Information dialog box, shown 11:Figure 23.8, is displayed.

Adding Fields to a Custom Form

Adding Fields to a Custom Form

2. Complete the information on the Item Information dialog box for each field -you wish to place on your form:

Field Select the field (. Tamefor the Task Name field) from the dropdown list

Show as Stattc Text check box When checked, the field displays as read-only text rather than as an editable field. We want users to be able to· enter data in this field, so we’ll leave the default Off setting

3. Click the OK butt.on to.p. lace the Name field on the Travel Information form. Repeat steps 2 an.d 3 for the custom fields Travel Cost and Location.

The treval information

The treval information

The fields have been added, but this form needs more customization. Now we’ll add text to label the fields

Adding Text to a Custom Form

You add text to a form to identify the fields and controls on the form, to describe the actions a user can take, or to provide additional information that is not obvious from the data fields. We will add a text box to describe what information should be entered on the Travel Information form, and labels for the two custom fields.

1. In the Custom Form Editor, select Item >Text. A text box appears on the Travel Information form. Double-click on the text box to display the Item Information dialog box, shown in Figure 23.10.
2. In the Item Information dialog box, enter the following information:
Text Type in the text you want displayed in your form. X and Y Select the horizontal and vertical offsets from the upper-left corner of the new form, or leave the defaults and move the text box in the Editor. Width and Height Specify the width and height (in pixels) of the text box you are adding to the form, or leave the defaults and adjust the field after it has been created.
3. Click OK to close the Item Information dialog box

Use the Item Information

Use the Item Information

To resize or move a control, first select it. Point to the center of the control and drag the control to move it, or drag one of the handles to resize the control.

We followed the previous instructions to create three text boxes. One contains instructions users, one is the label for the custom field Location, and the last is the label for the custom field Travel Cost. Figure 23.11 shows the Travel Information form with the three text boxes added, and the following position and size adjustments:

• The two field labels have been moved to be next to their respective fields.
• The instruction box has been resided so that all the information is visible.
• Text l and Cost have been moved to the right.
• The Task Name field has been expanded so long task names will display fully.

The Trovel Information

The Trovel Information

Posted on November 26, 2015 in Customizing Fields And Forms

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