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Designing Simple Forms

Designer
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This section explains how to design Simple forms using the Simple Form Configuration Screen (Form Designer).

Configure Source Ledger and Dimension Assignments (Required)

  1. In the Form Designer (for Simple forms), click the tab and select the "Source Ledger/Dimension Assignments" panel (this panel is selected immediately after opening the Designer).

    simple form ledger and dimension assignment v12.2

  2. In the "Source Ledger" selection field, select the ledger whose data you want to display in the form.

    In the "Dimension Assignments" area, assignment conditions for each dimension used by the selected ledger are displayed (in the initial state, all fields except the dimension column are blank).

  3. If necessary, click the Auto Configure button to automatically configure the Dimension Assignments.

    ⇒ When Auto Configure is executed, existing Dimension Assignments are overwritten, so please note that a warning is displayed before overwriting.

  4. Enter the required items in each row. For details of each item, refer to Screen Description.

Configure Display/Editing Methods for Amounts and Numbers (Optional)

  1. In the Form Designer (for Simple forms), click the tab and select the "Amounts/Numbers" panel.

    simple form amount display v12.2

  2. Enter each item. For details of each item, refer to Description of Display Methods of Amounts and Numbers.

Configure Report Appearance (Optional)

  1. In the Form Designer (for Simple forms), click the tab and select the "Report Appearance" panel.

    simple form report size v12.2

  2. Enter each item. For details of each item, refer to the "Report Appearance" section in Description of Report Format Items.

Configure Unit Indication (Optional)

  1. In the Form Designer (for Simple forms), click the tab and select the "Unit Indication" panel.

    simple form unit indication v12.2

  2. Enter each item. For details of each item, refer to the "Unit Indication" section in Description of Report Format Items.

⚠ Unit Indication is described using Text Expressions. Therefore, when you want to display a fixed string, enclose it in double quotation marks as shown in the input example on the screen above.