Design Notes
Print Design manages printable data templates for one form. A template defines the page layout, PDF background, data fields, canvas components, and preview output used when users print form records.
Use Print Design when a form needs a standardized document, business form, receipt, certificate, or PDF output.
Open Print Design
- Open Work > Forms
- Select a form
- Click Print Design in the form details area
The page opens for the selected form.
Page Structure
Print Design has two activity modes:
| Mode | Purpose |
|---|---|
| Template | Creates, edits, deletes, and designs print templates |
| Preview | Selects a template and record data to generate a preview |
The template mode includes:
| Area | Purpose |
|---|---|
| Template List | Searches, creates, selects, edits, and deletes templates |
| Template Info | Edits template name, description, layout, PDF background, page size, and scope |
| Data Fields | Shows available fields that can be copied into the template |
| Canvas Components | Shows or edits objects on the current canvas page |
| Canvas Workspace | Designs pages and places text, fields, tables, images, codes, shapes, and drawings |
Common Workflow
- Create a template
- Set the template name, description, layout, page size, and scope
- Upload a PDF background when the template should align to an existing PDF
- Add data fields and canvas components to the page
- Add more pages when the output needs multiple pages
- Save the template
- Use preview to check the output with real record data