Custom Views

In Data Entry - Reported Values you can use different customized views for a form. The purpose of this functionality is to allow different users to select different layout versions.

Only one custom view can be active at a specific time. You set the default custom view in Maintain/Personal Defaults the Layout tab. When you print from Microsoft Excel, the printer settings from the current active custom view will be used.

If you want to create a custom view for a specific form, perform the following steps:

Procedure

  1. In the Form Structure Define window, enter layout mode.
  2. Select the form you want to define a custom view for.
  3. In Excel, enter the printer settings you want to use for the specific form and view.
  4. In View/Custom Views, click Add.
  5. Enter a name for the view. You can use the printer setting you have selected as a name, for example Letter.
  6. Make sure that the Print Settings check box is selected. We recommend that hidden rows, columns and filter settings are not selected.
  7. Click OK and save the form.