Summary

Forms refer to Microsoft Word documents that, through the use of merge fields, allow users to pull data from the application and customize how that data is displayed on the forms. Forms will be saved in the Springbrook folder on your server at the path specified when the application was installed (SS> Utilities> System Setup> System tab> Archive Directory field).

The forms will be saved as .sbw files in this folder and should not be edited to avoid corruption. Forms can be attached to various application elements through the module process and maintenance palettes.

Step by Step

1     Open the Word Merge Forms Selection window.

• The Word Merge Forms Selection window (SS> Maintenance> Forms) displays all of the forms created in the application.
• Filter the displayed forms by entering the desired form information and clicking the Refresh icon.
  • Enter a Form Name to select a specific form.
  • Select a module from the System drop-down menu to display only forms associated with that module.
    • Once you have selected a module from the System drop-down menu, you can further filter the displayed forms by selecting a related process from the Process drop-down menu. The processes available in this field are determined by the selected System.
• Highlight a form and click the Preview icon to view the selected form. This will open the MS Word document in a new window.
• Highlight a form and click the Copy icon to copy the selected form. This will create a copy of the original form.
• Highlight a form and click the Delete icon to delete the selected form.
• Click the Create icon to create a new form. This will open the Word Merge Form Maintenance window.

2     Create a new form.

• Enter the new form information on the Word Merge Form Maintenance window.
  • Enter a unique Form Name for the new form. This name can be up to 32 alphanumeric characters long. This is a required field.
  • Enter a Description for the new form. This description can be up to 100 alphanumeric characters long.
  • Associate the new form with a module by selecting one from the System drop-down menu.
  • Once you have selected a System, select a module-specific process from the Process drop-down menu.
• Click the Create icon to open a new Word document. This new document will be edited to include the desired data through the use of merge fields.
• The module in which you are creating the form will determine which merge fields are available. Click here for a complete list of merge fields and an explanation of the data those fields correspond to.
  • Please refer to Microsoft documentation for instructions on how to create mail merge documents in Word.
  • Once you have created the Word mail merge form, save the document to return to the Word Merge Form Maintenance window.
• Click the Save icon the save the new form.
• The new form will now be available when creating form letters in the specified module and process.