Creating A CAPITAL Form - Concepts
CAPITAL forms are used to create the daily stationary required for the running of a business. These include typical business documents such as invoices, purchase orders, delivery dockets, as well as things such as stock and customer labels.
CAPITAL Visual Builder comes with many sample forms and reports to get you started. When you first start Visual Builder you are presented with a Wizards box. Click on this to reveal a choice of Wizards. These include:
The Form Wizard
The Report Wizard
The Label Wizard
An Empty Form
Click on the Form Wizard to create form stationary. The Form Wizard then prompts you to select the type of form you wish to create. Select one of the entries from the list that matches what you desire and click on Finished.
A pre-defined "default" form will be created for you. It is usually easier to change a form that has already been created rather than create one from scratch. However, if you want to create a form from scratch untick the Standard Lay-Out check box before you click on Finished. A completely empty form will then be created, ready for you to "drop" objects (such as boxes, columns of information, etc.) onto it.
If you need to define a form that does not match any of the selections on the list, select the first option - Card File (Generic). Use this option to create a form for a card file database or for a CAPITAL database that does not have a Wizard menu selection.
Most of the time you will be able to select one of the options from the list supplied by the Form Wizard and most of the work will be done for you. Just remove those visual elements of the form you don't want and add whatever you do want.
Keep in mind that you can also load in another form (of the same type) and use the copy and paste commands to combine different elements onto the one form.
Review these topics for specific information on using the Visual Builder Wizards:
If you want to have an in-depth understanding of the process of creating forms, or you need to create your own forms from scratch, then it would be useful to review these topics:
Overview of the Steps Involved In Creating a Form
Creating a Form - Parents & Bodies
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