Modify Data Fields in a Simply Form

Before you can perform this task

Open the Simply Form Designer.

You can perform the following modifications using the Simply Form Designer:

Edit the data box

  1. Right-click on the data box and select Properties.
  2. From the list in Data Field, select another data box type.
  3. Click OK to save changes.

Change the format of the text in the data box

  1. Right-click on the data box and select Properties.
  2. In the Text section, make the desired format changes.
  3. Click OK to save changes.

Note:  You can modify several data boxes at once by holding down the CTRL key and clicking the data boxes you want to modify. You then use the toolbar buttons to change font, alignment, or colour. When you have completed your edits, click Save.

Change the format of the data box

  1. Right-click on the data box and select Properties.
  2. In the Text section, from the list in the Background box, select a colour.
  3. Click OK to save changes.
  4. To change the type of border around the data box:
  1. Right-click on the data box and select Properties.
  2. In the Border section, select whether you want the border to appear on the top, bottom, left, or right of the data box. If you want the data box to have borders on all sides, select all the check boxes.
  3. Click OK to save the changes.

Note:  You can modify several data boxes at once by holding down the CTRL key and clicking the data boxes you want to modify. You then use the toolbar buttons to change font, alignment, or colour. When you have completed your edits, click Save.

Change where the data box appears on a multi-page or a multi-stub form

  1. With the form open in the Simply Form Designer, right-click on the data box and select Properties.
  2. In the Show section, select whether you want the data box to appear on all pages, on the first page, on the final page, or on all pages except the final page.
  3. If the Stub Field check box is available, then you are customizing a form which contains more than one stub. If your form contains two stubs, and you want the data box to appear on both stubs, then select this check box.
  4. Click OK to save changes.

Move a data box on the page

  1. Click on the data box to select it. The pointer changes to a cross when it is placed over the data box you had selected.
  2. Drag the data box to its new location.
  3. Click OK to save changes.

Note:  To reset the form to the original template provided in Sage Simply Accounting, on the Edit menu choose Revert To Template. You can also undo changes by clicking the Undo button on the toolbar, or choosing Undo Changes from the Edit menu.

What do you want to do?

Add or remove data boxes using the Simply Form Designer