Form Stack Chooser

Use the Form Stack Chooser to select a form stack for use in a report design, export design or as the basis for the definition of another form stack on a master form. The chooser appears when it is needed. Since there can be dozens of form stacks in a Formever business system the form stack … Read more

Choosers and Designers

Choosers and designers are used at various points while designing a Formever system. Choosers allow you to pick from a variable number of items. The list is variable because it changes depending on where the chooser is being used. For example: Form Stacks chooser is used to pick which form stack to use to create … Read more

Field Chooser

The field chooser enables the selection of fields. It is used in a number of places in the design of a Formever system. The field chooser is used, for example, to select information to show in a text block which might be used to specify the rows of information shown in a selection list, or to … Read more

Creating Selection List

Selection Lists are defined in director groups Open Office procedure. Each director group can have define its own set of selection lists. This ensures that a director only has access to the work that is relevant to their role as defined by their director group. Selection lists are created two different ways: When a new … Read more

Selection Lists

The Selection List is a scrollable list of data forms. It is a way to navigate and access the data forms in the system. Each master form has at least one selection list. There can be multiple selection lists for a data form type. Selection lists can present entire data sets (e.g. all Customers) or … Read more

Postings

Transaction data forms have a hidden form called a posting. It has only two fields: a reference to a G/L account a quantity The quantity is signed with a negative being a credit (CR) and a positive amount is a debit (DR). Generating Postings On the back of each transaction master form, there is a … Read more

General Ledger Accounts

General Ledger Accounts In order to use Formever for accounting you have one master form that is identified as the General Ledger account. When you create an entity master form you are asked if it is the special General Ledger account form. Once a master form is identified as such that option is never offered again. The … Read more

Using Folders

Adding Selection Lists to a Folder Add a data form selection list to a folder by dragging it over the open folder. For a folder to accept a selection list: The folder must be open The selection list must be iconified When the iconified data form selection list is over an open folder its icon … Read more

Creating Folders

Create a new folder by doing a ctrl-shift-click on the Office Desktop (the background). A new folder will appear at the location you performed this click. New Folder On Desktop Folder Settings At the bottom right corner of every open folder there is a gear symbol settings button. Click the gear to show the settings … Read more

Dragging Widgets

Closed control widgets can be dragged by either mouse button anywhere on the widget icon. Open control widgets can be dragged by either mouse button but in two different ways: With left mouse button by the top bar only With right mouse button anywhere in the open widget Why is the right mouse drag different?  … Read more