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Description

This document explains how to edit the contents of a report or form in Inventory Controller XE.

Who Can Custom Forms? To make any report/form changes a user must do the following;

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Non-Window administrator logins will only be able to view reports and will not be able to make any changes to reports.

Note: It is benefiical to have some working knowledge/experience with Crystal Reports.

Important: Before making changes to Reports and Forms it is highly recommended that a backup of the original reports and forms be taken. 
See "Backup and Restore"

Detail Steps

Accessing the Form Designer:

1. In ICXE, open the Report you wish to modify as if you were viewing prior to printing.
2. Move down to the bottom of the screen and click on the "Design Form" button. This opens the "Form Designer" screen.
3. Move to the "Design" tab.
4. Edit the form as desired (see below for more information).
5. Click on the "Preview" tab to view any changes made.
6. Click on the "Save Form" button to save these changes.  

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Adding a logo

1. Click on the "Insert Picture" icon (top right of form designer)
2. Locate and select the logo, then click "Open"
3. Move the logo to the position on the report where you wish to place it.
4. Click on the "Preview" tab to view any changes made.
5. Click on the "Save Form" button to save these changes.

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Adding / Changing Text Values

1. Right click on a clear area of the form and select insert text object or to change the text in a text box, double click the box and edit the value.
2. Exit the text box by clicking anywhere else in the form
3. Click on the "Preview" tab to view any changes made.
4. Click on the "Save Form" button to save these changes. 

 
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Related

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Information

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