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HP Electronic Forms manual

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The rules should oblige the seller to give the purchaser an operating instrucion of HP Electronic Forms, along with an item. The lack of an instruction or false information given to customer shall constitute grounds to apply for a complaint because of nonconformity of goods with the contract. In accordance with the law, a customer can receive an instruction in non-paper form; lately graphic and electronic forms of the manuals, as well as instructional videos have been majorly used. A necessary precondition for this is the unmistakable, legible character of an instruction.

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Table of contents for the manual

  • Page 1

    eForms User Guide Powered By[...]

  • Page 2

    Index of Topics WSDOT eForms User Guide - March 2010 Importing and Exporting Records 9-1 Printing Finding Records Browsing Records Entering Information Layouts Menus Form Buttons 2-1 3-1 4-1 5-1 6-1 7-1 8-1 Appendix A Supported Systems and Printers Glossary of Terms 10-1 Basic Instructions 1-1 Powered by Page ii[...]

  • Page 3

    WSDOT eForms User Guide - March 2010 If this is your first installation of the WSDOT eForms, please disregard this section New for the March 2010 Release This release of the WSDOT eForms will install the Runtime forms in a new directory named WSDOT_FormsDOTeForms_3.10 in the c:Program FilesWSDOT_Forms folder. The forms from the previous release [...]

  • Page 4

    WSDOT eForms User Guide - March 2010 350-092B EF Hot Mix Asphalt Compaction Report (80 Ton) 350-120 EF Reduced Acceptance Criteria Checklist 421-050 EF Design-Build Contract - Minor Change 530-040 EF Supplier Confirmation or Specification Compliance 670-079 EF Standard Prequalification Questionnaire (Ferries) Revised: 130-015 EF Y Agreement Informa[...]

  • Page 5

    WSDOT eForms User Guide - March 2010 272-006 EF Contract - Highway Construction 272-008 EF Contract - Building Construction 272-036C EF Region Ad and Award Contract Proposal - Signature Page 272-036D EF Proposal - Signature Page 272-036H EF Non Collusion and Debarment Affidavit 272-040 EF Certification for Federal Aid Contracts 272-056 EF Disadvant[...]

  • Page 6

    Welcome to eForms User Guide WSDOT eForms User Guide - March 2010 Welcome to the WSDOT eForms (electronic) Application. The number of fillable (Fill and Print Online) have been increased. Some forms are only available as Print only (Adobe Acrobat PDF files). There are 352 FileMaker Pro Runtime forms available on this release and 15 Adobe Acrobat PD[...]

  • Page 7

    Buttons eForms User Guide Form Buttons List View Buttons Optional Buttons Within each form you will find the following buttons which have different uses and functions. These ‘Forms Buttons’ will be found on all forms: The ‘ Print ’ button will call up the Print Dialog Box. Once you check that the record(s) and other information within the d[...]

  • Page 8

    Buttons eForms User Guide NOTE: Some buttons may not be included on some forms due to lack of space. Buttons may also appear smaller than normally shown due to space limitations. These ‘Forms Buttons’ will be found on all List Views: The ‘ Find ’ button will put you into the Find mode. In the Find mode you may find records that meet criteri[...]

  • Page 9

    Entering Information eForms User Guide Filling in information or entering data is perhaps the easiest and most used function of electronic forms. This section describes the various options available in filling in forms using FileMaker Pro. A New Form 1. Click on the button called ‘New Record’. This will create a new record and put the cursor on[...]

  • Page 10

    Entering Information eForms User Guide Check Boxes, Pop-up Menus, and Radio Buttons Most forms include boxes that require a check or ‘X’ in the box to define information. These features are also found in FileMaker Pro. Three different options of limited information may be included on the form. They are: Check Boxes - more than one may be checke[...]

  • Page 11

    Entering Information eForms User Guide Repeating field in vertical orientation Field #1 Field #2 Field #3 Field #4 Field #1 Field #2 Field #3 Field #4 Repeating field in horizontal orientation Altering data in an Existing Record Altering an existing form is very similar to entering information in a “New Record’. Simply ‘Find’ or ‘Browse?[...]

  • Page 12

    Browsing Records eForms User Guide In ‘Browse’ you can create new records and edit, sort, print, and export them to another file. The records appear in the current layout. Status Area Flip through the pages of the book to browse through the records contained in the file Book Mark: Move directly to a specific record Number of record on display T[...]

  • Page 13

    Browsing Records eForms User Guide The list view does not include all fields in the database but enough information is included to identify specific records. After a specific record(s) is located you may then switch back to the ‘Form Layout’ to view or print that record on the form. The ‘List View’ may also be printed to provide a log of al[...]

  • Page 14

    Finding Records eForms User Guide In ‘Find Mode’ you make ‘Find’ requests to locate records based on selected criteria. The located records become the ‘Found Set’ for browsing, sorting, previewing, and printing. FileMaker Pro switches to Browse after completing a find request. Records that match the criteria are called the ‘Found Set?[...]

  • Page 15

    Finding Records eForms User Guide Operators Definitions < less than <= less than or equal > greater than => greater than or equal = exact match ... range ! duplicates / / today’s date ? invalid date or time @ one character * zero or more characters “” literal text When making a ‘Find Request’, you can use wildcards to find wor[...]

  • Page 16

    Finding Records eForms User Guide Choose the ‘*’ wildcard to substitute for any number of unknown characters. For example, to find McKineh and McKenneh, type McK*. Page 5 - 3[...]

  • Page 17

    FileMaker and Form Menus eForms User Guide FileMaker Pro has nine pull-down menus on the menu bar. Open... Close Print Setup... Print... Undo Cut Copy Paste Paste Special... Use Edit menu commands to create new records, layouts, and find requests, to undo actions, and to cut, copy, paste, clear, and select FileMaker Pro data and objects. File Inser[...]

  • Page 18

    FileMaker and Form Menus eForms User Guide Script DOT FORMS Help... About DOT FORMS... Tile Cascade Arrange Icons Help Scripts Window Use Scripts menu commands to activate individual commands and scripts. Use the Window menu commands to arrange and activate file windows. Use Help menu commands to get information on using FileMaker Pro. New Record D[...]

  • Page 19

    Printing Forms eForms User Guide There are several ways that electronic forms may be printed. One way is to use the ‘Print’ buttons provided that use a ‘Script’ to perform a function of FileMaker Pro. Of course you may also use the ‘Menus’ located at the top of the screen. To do this you would click on ‘File’ ‘Print’ in the menu[...]

  • Page 20

    Printing Forms eForms User Guide Selecting Print Options In FileMaker Pro, you can print specific pages, control the print quality, print to a file, add page numbers, choose to print specific records, print field and script definitions, print a specific number of copies, and collate pages. To select print options, choose ‘Print’ from the ‘Fil[...]

  • Page 21

    Printing Forms eForms User Guide Troubleshooting Printer Problems The majority of problems and user frustrations using FileMaker Pro are usually traced to printer problems. FileMaker Pro uses the printer driver (for Windows) or printer definition (for Macintosh) to define how the screen looks like and where the print margins are located. These marg[...]

  • Page 22

    Layouts eForms User Guide Shows the layouts available in the file. Clicking on the box will indicate the layout names. The Layout Dialog Box Clicking on the name of the layout will change to that layout. Layouts allow information in the records to be displayed in different ways. Will work in ‘Browse’ or ‘Preview’ Mode See section 2 (Form Bu[...]

  • Page 23

    Importing and Exporting Records eForms User Guide Importing Records into FileMaker Pro You can import records from other FileMaker Pro files or from files created in other applications. To import records from a FileMaker Pro file or files from other applications: 1. Open the destination file. This is the file that will receive the imported records.[...]

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    Importing and Exporting Records eForms User Guide 4. The fields in the source file will map to the fields in the destination file as shown in the list. You can drag the field names in the ‘Fields In’ list to change where FileMaker Pro maps data. Click the ‘Scan Data’ buttons to view data in the source file. By clicking the connection arrows[...]

  • Page 25

    Importing and Exporting Records eForms User Guide To Import or Export selected files: 1. Open the source file. 2. Create a ‘Found Set’ (see Section 7, Finding Records) of the records to be exported or imported. 3. To import selected files open the destination file and follow the import procedures to import records from the source file. To expor[...]

  • Page 26

    Importing and Exporting Records eForms User Guide Simply perform a ‘Sort’ (see Section 2, Buttons) prior to importing or exporting. Page 9 - 4[...]

  • Page 27

    Supported Systems and Printers eForms User Guide FileMaker reads the printer driver and the printer you are using and that defines the page setup of the form on your system. Some printers will not print the forms correctly simply because their printable area is different than the supported printers. This margin limitation comes into play when you a[...]

  • Page 28

    Supported Systems and Printers eForms User Guide 6. Low cache allocation - A low print cache or disk cache allocation may cause slow print times for both Macintosh and Windows systems. If possible increase cache size. 7. Multiple applications - Multiple applications running simultaneously on a system without sufficient memory can cause slow file re[...]

  • Page 29

    Glossary of Terms eForms User Guide Field Button Click Cursor Destination File Export Records Directory Duplicate Dialog Box Browse Database A collection of information or data. Examples of information you can collect and store in a database include a catalog of parts or products and a list of sales contacts. To organize a database, you use a datab[...]

  • Page 30

    Glossary of Terms eForms User Guide Layout Found Set Find Import Records Folder Locked Icon Group Font Mode FileMaker Pro has four different modes: Browse, Find, Layout, and Preview. You select a mode based on the work you need to do. - To enter data and view, add, change, omit, and delete records, use Browse . - To work with a subset of records in[...]

  • Page 31

    Glossary of Terms eForms User Guide Script Sort Source File Record Subdirectory Window Read-Only Preview Wildcard A record contains the information you keep about one product, person, or transaction. A record corresponds to a paper form, such as a purchase order, which contains detailed information in many different categories. Preview usually refe[...]