Create New Designer Form and Add to Existing Report Type
A major step above simply adding a new field to a form is to create an entirely new form and add it to an existing report type. To accomplish this task, the admin should do the following:
- Ensure all desired fields for the new form have been created on the Report Fields configuration page.
- Create the new form on the Forms configuration page.
- Open the form's Forms Designer page.
- Drag all of the desired controls, labels, etc. onto the form.
- Use each control's properties to link the controls to the desired fields.
- ALTERNATIVE The Add Multiple Fields control can be used in place of steps 4 and 5.
- Open the desired report type on the Report Types configuration page and add the newly created form on the Input Forms tab.