Forms Designer Support Overview
Modified on 2023/08/29 22:32 by Adam — Categorized as: Uncategorized
The Forms Designer is a powerful tool that allows users the freedom of nearly limitless possibilities to creatively design professional looking map-based forms as well as the capability to modify
existing
forms for your company's particular needs!
Disclaimer:
While the Forms Designer has simple drag-and-drop interface to accommodate the beginner user, the bulk of the designer is made for the more advanced user. AgriData, Inc. offers in-depth walk-through content here on our support site for all of the features of the Forms Designer as well as the ability to have the AgriData design team create your form for you with our
Custom Form Ordering service
.
Custom Forms Request
Additionally, we offer both Surety® and Surety® Pro Administrator accounts the convenience of having us bring your form needs to fruition! Simply open up our
Custom Forms Request
page from the Surety Admin Menu.
Click here to view the step-by-step Form Request process.
Surety® Pro company Administrators will find the Forms Designer located under Admin > Forms Designer in the Surety Pro Menu bar.
Getting Started
¶
If you are opening the designer for the first time,
Click here to go to the Getting started with the Forms Designer page.
If you want primarily to use the Forms Designer to make small edits on existing Forms visit the
Modifying Existing Forms page
The Forms Designer may be overwhelming when first opened up. Not to worry, that is why we have created such extensive documentation here on the support site.
Forms Designer Menu Bar
¶
The menu bar consists of 4 main drop downs.
File
New Custom Form
New Custom List
New Custom Grid
Save
Save As
Open
Form
List
Grid
Form Properties
View
Properties Window
Edit
Shortcut Keys
Insert
Account Variables
Parcel Variables
Insert Formulas
EPIC Scripts
Help
Request a Quote from us
Left Hand Panel
¶
Select
Custom Lists
Custom Grids
Objects (Left Panel cont.)
¶
An object is anything that contains properties such as height, width, color, ect.
Map
Compass
My Logo
Label Tool
Text Box Tool
Text Area
Radio Button
Check Box
Drop Down List
Drop Down Combo
Applied Logs
Image
Soils Table
Hail History
Crop History Legend
Wetlands Mini Legend
Rectangle
Barcode
Scale Bar
QR Code
Hyperlink
Set Tab Index's
Other Forms Designer Tools and Features
¶
Lists
Inject a field into a list
Formulas
Formula Editor - Pull data from previously saved forms
Email Form Scripts
Variables
Forms Designer - Release & Publish
Properties Panel
¶
Located on the right hand side of the designer, the
Form Designer - Properties Panel
is where you can set the properties of the objects that you place on the canvas as well as a few other things.
Type Control
View
Group
Type (Format)
Formula Editor
Misc
¶
Delete an item or group permanently from the form.
Caveats