The Form Generator

FAST now supports a Form Generator template which allows users to create and edit their own tailored PDF templates based on reporting pages to accomplish some of the following tasks:

• Stylize a data entry page for end users
• Create academic documents
• Generate AR Invoices, Purchase Orders, & Pay Slips
• Notify staff of remaining vacation balance on a schedule
• Share a 5-year Budget Plan for Board Members
• Monitor Financial Aid Awards or Tracking Documents

Using the Form Generator

• Run a report for which you'd like to use the Form Generator. On reporting grid click the Single Record View icon in the toolbar.

        

• Click the edit icon beside the Form Template dropdown

       

• Click the 'Create New Template' button

     

• Start building your template using the provided tools
• Save the template

   Using the Form Generator

    HELPFUL TIPS

• Use the 'Export PDF' to see what the form will look like
• Drag & Drop the tools from the Toolbox
• Use the color picker to select just the right color
• Use additional properties for a customized look and feel
• Use the trash can to delete
• Remove columns from a grid
• Resize the page
• Use 'save as' to version iterations

     RUNNING FORM GENERATOR TEMPLATES 

1. Click the PDF icon on your pinned report and run instantly

2. Create a new layout of an existing report

3. Attach PDF to Communications

4. Add to Dashboard for easy access

5. Easily select the form you want to view when multiple exist for a single report

 The Final Product--Example

   

Related topics

• Single Record View