Customizing Forms

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Printed work orders and purchase orders can be customized to contain extra material of interest to your organization. For example, the default format for a purchase order ends with a few lines that let you add an authorization signature to the purchase order.

Each of these formatting items has an associated key. This is a string that MainBoss uses internally to identify the label. For example, =PO Trailer is the key associated with the string that is printed at the end of a purchase order.

To specify a new formatting item, you start in the Custom Text window (described in Creating Custom Text). Click the message file whose label you want to change, then click Forms. MainBoss displays a window that contains the following:

• Report Key: This drop-down list shows all the formatting keys used by MainBoss. To change a particular label, you must first find the key in this list.
• Default: The default text associated with the selected "Report Key".
• Custom: The new text that you want to use. Note that you cannot type the new text into this field until you clear the checkmark for Use Default Text. The text may contain multiple lines, but no line should be longer than 80 characters.
• Use Default Text: This box starts out checkmarked. To specify custom text, you must click the box to clear the checkmark. This will enable the "Custom" field so that you can enter new text.
• Save & Close: Saves any changes you have made, then closes the window.
• Cancel: Closes the window without saving any changes.

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