How Do I Create a New Custom Form?

How Do I Create a New Custom Form?

This article provides the steps required to Create a New Custom Form.

For more details on this procedure, refer to the Define Templates article.

Note: When editing or creating new templates, it is highly recommended that you include a version number in the template name to help identify the template and to reduce the chance of unintentionally changing an older version of the form. For example, you could use (templatename1.0, templatename1.1,  templatename1.2) etc,.

1. From the Configuration page, select Custom Forms.

2. Select New.

3. The Define Templates page displays the available options you can use when building your forms.

4. Enter a Name for the form.

Note: For more information about the other options on this page, refer to Create a New Custom Form. 

5. Save the Form.

6. Select Edit on the Define Templates screen.

7. Build the new form by creating and adding sections and fields to the template.

• Standard Section
• Fixed Table Section
• Expanding Table Section
• Supplement Section
• Pump Curve Section

9. The associated fields for each Section Type can also be added to the form:

• Add fields to Standard Section
• Add fields to Fixed Table Section
• Add fields to an Expanding Table Section
• Add fields to a Pump Curve Section

10. Save the template.