Output Form Wizard
Important! Output form wizard is only available for the configurations that have Ordinary Application set as their default run mode.
To launch the output form wizard, select the required object in the Configuration window. In the context menu, select the Wizards — Output Form Wizard item.
A dialog box is displayed in which you should specify the name of the form to create or choose the name of an existing form. In the latter case, the previously created form and template will be completely replaced by the newly created one.
After specifying the form name click the OK button. The output form wizard will be displayed.
Using the Next > buttons, work your way through the tabs and select the desired source data, specify the groupings and conditions, set the desired order, and describe the total data. The wizard will create a form and a template, which will be placed on the appropriate branches.
To correct the data, use the < Back button.
To build the list of tables and fields you should use the movement buttons >, >>, <, and <<".
On the Tables and Fields tab from the Database section, select the desired objects and move them to the Tables and Fields section.
On the Grouping tab you can select the properties to group by, if required.
On the Conditions tab, you can specify the conditions to filter the source data by, if required. For each selected field, choose the type of condition and specify the parameter name.
On the Unions/Aliases tab, select the properties to group by, if required. The table shows the mapping between the selected fields and the source data. You can change the field names and mappings. To change the name, select the field and press Enter. Then enter the new field name. To change the mapping, select the desired row in the Query column and press Enter. In the drop-down list, select the desired value.
Aliases for fields that have been changed by the user or were loaded from a query text or for which the wizard determined while generating alias that the alias was mandatory, are shown in bold font.
On the Report Builder tab, customize the report builder settings. Select tables and fields, specify conditions and order of presentation, and describe the total data.
On the Order tab, specify the order in which the resulting information will appear, if necessary.
On the Totals tab, specify by which fields the subtotal and grand total data should be displayed, if required.
If you click the >> button next to the group fields, all the reference fields will be placed in the fields for grouping. If you click the >> button next to the summable fields, all numerical fields will be placed in the list of summable fields.
When creating an output form (Designer mode), the Report and Output Form tabs are added to the window.
On the Report tab, you can customize the report.
It is possible to select the use for the report data representation: spreadsheet document, pivot table, chart and pivot chart, or report builder. Depending on the selected presentation, a corresponding settings page will be added to the wizard.
For a spreadsheet document and pivot table, you can specify how groupings and attributes will be arranged. The settings have explanatory labels.
For charts, select the chart type. For a pivot chart, specify how point and series values are displayed, as well as horizontal scale settings.
Selection of All values option means that all the values will be displayed in the visible area without scrolling.
Selection of a Number of Values option means the visible area will contain the specified number of values. If there are more values, scrolling is used.
The Minimum Width option means that the number of values in the visible area will be determined according to the specified font width. If there are too many values to be displayed with the specified width or higher, scrolling is used.
On the Output Form tab, you can generate information on the arrangement of all components of the output form.
On the Form tab, you can set up the procedure that will run when you click the button to call the form. Specify the name of the output form and its placement in the configuration, and correct the list of form parameters.
Presence of a procedure in a module is only available for report and data processor output form and only when the Use Report Buildercheckbox is not set on the Reporttab.
The procedure will run when the button to call the form is pressed.
Specify the name of the output form and its placement in the configuration, and correct the list of form parameters.
If the checkbox Use Report Builder on the Report tab is set, the setup is performed on the Report Builder Settings Form tab. The content and placement (in the existing form or in a new form) of the settings form are determined.
In the Settings form content property group check the boxes for the settings that should be included in the form. The checkboxes' names are self-explanatory.
If the Format box is checked, then at the report's runtime the user can change conditional formatting settings of the report in its customization form.