Form Flow Designer

The FORM FLOW DESIGNER is used to customize the Expandable editor screens so that workflow can be tailored to match the unique business processes of your organization.

Whether you want to standardize forms across all users and departments or allow each user the option to customize their own work area, the Form Flow Designer offers your organization the flexibility to match the Expandable screens to the way in which you manage information.

Individual users can streamline their Expandable screens by rearranging the order and size of data elements so that transactions flow smoothly from one field to the next.

Users can also remove non-essential items from data entry screens and consolidate key fields from multiple editor tabs onto a single tab so that data elements are consistent with the order in which they access and transact information.

Data field labels can be renamed and the font sizes and colors modified to illustrate the relative importance of individual data elements.

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MODULE FEATURES

Create Custom Layouts of Data Elements in Expandable Editors
  • Cut and paste data fields between editor tabs
    • consolidate critical elements on a single tab or customize individual tabs
  • Re-label data elements in Expandable editors
    • change field name captions to match your unique business vocabulary
  • Customize editor screens to streamline data transactions
    • rearrange data elements to match the transaction sequence of your business processes
    • facilitate high volume order entry by creating order-centric transaction tabs
  • Increase the size of data element boxes
    • create larger boxes to gain better visibility of key data fields
    • expand the length of boxes to accommodate longer information strings
  • Customize fonts, text sizes and colors
    • highlight key data elements with bold and/or colored text
    • group data elements using like font styles and text sizes
    • highlight the data that’s most important to your business

Highlight key fields and streamline process flow by re-arranging data elements on data entry screens

Set Optimum Tab Order Assignments
  • Modify the path the cursor follows as you step from field-to-field using the Tab key
    • bypass low volume data elements to streamline high-volume transaction entry
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Change labels, fonts and colors on data elements to highlight key fields and reflect your unique business vocabulary

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