Welcome Guest.  • Login

AgriData Inc. Docs

Navigation


Search the wiki

»

Generate a form

Choose a client by clicking Select in the top of the right hand panel. Then the Select a Client window will open See also: How to add, modify or delete clients in Surety Pro..

Click Select in the top of the right hand panel to choose a client.

Click Select in the top of the right hand panel to choose a client.


Choose your client (See also: How to add, modify or delete clients in Surety Pro.), and click Go.

Choose a client, crop year and then click the Go button.

Choose a client, crop year and then click the Go button.

 

You will be taken to the client border view that will display all of the saved borders, forms, log files and Shape files for that particular client if their respective layers are on. 

Image

Either click the map to zoom down to the border that you would like to use or select a saved border's farm name and field ID from the drop-down in the right hand panel. See: Saving Borders In Surety® Pro

If you decide to use the drop-down method then first you can choose a Farm Name.

Place your caret in the Farm Name field to choose an existing Farm Name.

Place your caret in the Farm Name field to choose an existing Farm Name.


Then choose a Field ID.  Fields with that farm name & Field ID  will appear with a Cyan border See also: What is Cyan? and the acres will appear in black.

It is also possible to use the select tool and select 1 or more fields to generate a form for. 

Chose a Farm Name.

Chose a Farm Name.


Now, click on your desired form that you would like to generate. Some aspects of the form will fill in automatically. For example your  Field ID will fill in automatically. For demonstration purposes, I am going to click on the Seed form. 

Maps and Reports are located in the right hand panel.

Maps and Reports are located in the right hand panel.


Modifying and saving the form

Below is the Seed Form. Fill in any desired blank in the form. Most forms contain lists which supply you with a drop down of entries that you have entered into a form. Status and Crop are examples of list entries.

Seed Report

Seed Report


Before or after saving the form you can change the way the map looks. You can change the border color and font of the acres label with the Map Options button. You can also change the border on the map for this form by clicking on the Edit Field(s) button.

Edit the form's map

Edit the form's map


When you are ready to save the form, click on any of the following buttons: Save Form, View PDF, Email PDF, Save PDF, or Print. After which you will see a message that will fade in and fade out on its own that the save was successful.

Edit the form's map

Edit the form's map


Now, we will close the form by clicking the close button.

Seed Report

Seed Report

 

Upon clicking the close button, if you haven't saved or if you have made any changes to the form since the last save, you will be prompted to save your Form (this is a safe guard if you will that was put in place to assist clients with ensuring that they don't forget to save changes to the forms).

Here you can either click the OK button to save the report or click the Cancel button to just close the form.

Image

Fields with saved forms will appear with a blue hatching by default if that the Form's Layer Properties have not been changed.

Image

Open a saved form

There are multiple ways to reopen a form after it has been saved.

You can access the Forms Manager by going to Tools>Manage All Forms in the Surety Menu Bar.

Image

or click Edit Forms in the right hand panel.

Edit Reports

Edit Reports

 

The Forms Manager will open and allow you to choose which form that you want to reopen.

Forms Manager will open

Forms Manager will open

 

Another way to edit a form is to select a field that has a form saved to it and click on that Form in the list to open a selection box that you can use to open the last saved instance of that form on the field or create a new version.

Here I will place a selection 'X' on the field that I want to open the saved Seed form on. Then click the Seed button in the right panel.

Forms Manager will open

Forms Manager will open

 

To open the last saved form, click Edit Seed last modified choice.

Forms Manager will open

Forms Manager will open

 

The saved form will open and allow you to modify and save changes or delete the form entirely.

Image

See Also: