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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 document headers and
footers.
A Static form is the simplest design method. You can use
this approach for most standard documents, particularly
when there are a constant number of detail lines on each
page of the input file. You would typically use this
approach to handle Print Line mode data.
A Dynamic form is more flexible but in being so is also
more complex to design. You would use a Dynamic form if
you want the Page headers to have less detail on pages
after the first page of a document, or if you want your
Page footer on the final page to carry trailer details,
or even if you simply want to fit more details onto the
non-terminating pages of a document. This approach is
typically better suited to handling Records mode data or
repaginated Print Line mode data.
These approaches describe the extremes in terms of
planning your form layout. You may find that a
combination of the features used in each method best
suits your needs.
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Do I need a Detail Area? |
It is not always necessary to have a
Detail Area.
Forms that document a single transaction (like a car
hire) or that are largely details about an individual
(like a loan transaction) will not normally need a
detail area.
Forms dealing with multiple products or multiple
transactions will require a detail area. A typical
example is an invoice, where the detail area details
multiple products.
In Print Line mode, 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. In
Records mode, FormTrap calculates the “fit” and
paginates when necessary.
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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, it is common to define only those detail
lines that you require and to remove irrelevant and
unwanted lines from your input.
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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 is generated when the appropriate
conditions exist 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.
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