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Form Design |
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Here are some questions you should consider to
before you start the
form design.
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Static or Dynamic Form? |
The terms static or dynamic are used to
describe the handling of the
Detail Area in a form design. In a Static form, the Detail Area is a
fixed area on the page. In a Dynamic form, the size of the Detail Area
will shrink and grow to accommodate different document headers and
footers.
A Static form is the simplest
design method. Use this approach for short documents that rarely go
over one page. The static form "wastes" the space of the footer on all
pages except the last but is by far the simplest to design.
A Dynamic form is more flexible
but also more complex to design. You would use a Dynamic form to allow
more space for details on long documents or when documents require
"C/Fwd with subtotals" on intermediate pages. Dynamic forms are good
with repaginated data or with Records Mode files.
For Static forms, without a repagination
step, you must accommodate the number of detail lines that are printed
on any one page. If all the detail lines do not fit into the detail
area, FormTrap will produce an overflow page, with the same Base page
information and the remaining detail lines. For Dynamic forms
(including Records Mode), FormTrap calculates the "fit" and paginates
when necessary.
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Do I need a Detail Area? |
It is not always necessary to have a Detail
Area. Forms for a single transaction (like a car hire) or
that are largely details about an individual (like a loan transaction)
may not need a detail area.
Forms dealing with multiple products or multiple transactions require a
detail area. A typical example is an invoice, where the detail area
details multiple products.
In either mode, it is common to define only those lines that you
require. FormTrap ignores undefined lines.
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How do I identify Data Items? |
While you can easily identify various items
of information on an
existing printed page, some fields may be uncommon and may only print
when some special event occurs. Similarly, some fields may have special
conditions that are not obvious.
Once you have identified all of the data fields, it is a good idea to
list them and allocate a name to them. At this time you should also
note the maximum number of characters in each field and any special
characteristics.
Here is an example of some data fields we
have extracted from an invoice and the field names we have assigned
them:
Data
Field |
Record
Variable Name |
invoice number |
inv no |
invoice date |
inv date |
customer name |
cust name |
customer number |
cust no |
customer address line 1 |
cust add1 |
customer address line 2 |
cust add2 |
item description |
item desc |
quantity ordered |
qty ord |
total amount |
total amt |
More information on Defining Variables in
Print Line Mode
More information on Defining Variables in
Records Mode
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How many different Detail Lines do I
need? |
This is again a decision you need to make to
produce the clearest and
most legible form possible. Good practice is to have a detail line on
the form for each different type of detail line in the data. Note that
a consistent block of data over more than one line should defined as a
single "detail line". Highlight important information by using
different font styles and sizes.
In Print Line mode, define only those detail lines that you require and
remove irrelevant and unwanted lines with the Repaginator.
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When do I use Headers and Footers? |
Use these features when designing a Dynamic
form. Headers and footers
allow you to define a different amount of space at the top and bottom
of given pages in a document, such as having a large space for the
headers of the first page and a smaller space for the headers of the
remaining pages. The same is true of footers, which allow you to define
a larger space on the final page to cater for trailer details such as
totals.
These options are useful when you don't need
detailed information in the headers and footers on every page of a
document, such as delivery address details, which would only be
necessary on the opening page.
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When do I use Group Headers? |
Group headers appear in the
Detail Area and can be considered as the table headers of a typical
document. There are two types of group header, implicit, which is
defined by the subsequent detail line, and explicit, which is defined
by the input data.
When headers appear in the detail section of
your input data, you should use an explicit header in your form design.
This type of header works in the same way as a normal detail line (and
repeats on subsequent pages if defined that way) and is generated when
found in the input data.
When headers do not appear in the input data, you can use the
successful creation of a detail line to imply the preceding header. In
this case, when a certain type of detail line is created in the output,
FormTrap will generate an implicit header object before printing that
detail line. This is common with Repaginated data.
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