AnyForm User Manual English
Contents
1. a Expand All OK Cancel Help We have now completed all necessary steps for an ODBC connection To import the data from our Access database remains just a last step Important Please note that a Query Execution is only available for an Anyforw form whereas the definition of an ODBC link can be created either in an AnyForm form or in an AnyForm template 10 3 18 Select Database Execute Query This command is only available for an A nyformform The data of the selected database tables will be imported in your AnyfFormorm At the same time the tool bar will be completed by the database icons in order to page through the different records 10 3 19 In order to print out all data records choose the ODBC printing option From first row in the menu File Options Printing Advanced users select the command Database Sql Statement in order to check the created query in SQL context You can write your own filter here to select a subset of the database record if you are familiar with SQL WHERE ORDER BY SORT BY etc In our rather complex example with two database tables and a result of 9 instead of 3 records we have to define a relation between the two database tables Address and Salary As both tables contain the identical field ID we use the SQL clause WHERE Adoress D Salary ID in order to create a correct relation Use the drag and drop method to copy the field names into your SQL clauses Check2. Create New Data Source i X Select a driver for which you want to set up a data source Hame Driver da Microsoft para arquivos testo tet csw Driver do Microsoft Access mdb Driver do Microsoft dB ase dbf Driver do Microsoft Excel xls Driver do Microsoft Paradox db icroasoft Access Treiber mdb Microsoft dBase Driver dbf hdieracntt dB see WER Diria ABET aa 4 z Back Cancel 10 2 8 Inthe ODBC Microsoft Access Setup dialog assign a name for this new datasource e g AnyFormAccess and optionally add a description Data Source Name AnyFormAccess OF Description oD BC Link to MS Access Cancel Database Database Help Create Repair Compact Advanced System Database f None Database System Databaze Options gt 10 2 9 Inthe same dialog press Select and enter the name of the above created Access database file in our example Cardfile mdb The filename can be browsed by means of the list fields Drive and Directory Press OK Select Database x Database Name Directories OK Cardfile mdb ch anpor samples foo oc Cancel rE Kartel mdb PROGRAM FILES m E gt SMARTFORM ZP E gt ANYFORM mo A y SAMPLES j T Exclusive List Files of Type Drives Access Databases nu B c Network 10 2 10 The dialog box Select Datasources appears again Select
3. Form software User s manual AnyfForw Form software If you want to copy only two or three fields at once click on the first and then on the other field s with the left mouse key by holding down the CTRL key at the same time gt Arrange Align With this Command you can align the selected field s according to the reference field The field which you click on at first will be the reference field this field appears in yel low AnyForm Templ1 10 x amp File Edit View Page Field Arrange Database Window Help 4 x Y a Align b Deul be sEm Even Spacing gt Equal Sizing gt Grid You can activate the gridline command by clicking Grid and by confirming with OK The shown gridline facilitates a precise positioning of the fields in an AnyForm Tem plate Select an appropriate grid frame i e gt 1 dpi since 1 dpi leads to a black surface only We recommend a value between 4 and 24 dpi Cross Show Grid or Snap to Grid in order show the grid resp arrange the fields into the grid gt gt With the function Show Example together with the Print Preview command you can always recognize whether the fields which you have defined are big enough for the data quantity required by the original paper form Moreover do not forget to select the Option Print Images in File Options Printing and to confirm it with OK Ot
4. User s Manual Avnyforw Form software April 2004 AnyForw Form software SmartForm GmbH Industriestrasse 44 CH 8304 Wallisellen Switzerland Telephone 41 1 262 36 00 Fax 41 1 262 44 39 E Mail support smartform com www smartform com CO M LLC 3 au faa Form software User s manual Anyforw Form software Installing Anyform Form software gt gt gt refer to chapter 2 of this user s manual page 8 This user s manual can be downloaded from our homepage http Awww smartform com anyform_ 2e pdf SmartForm GmbH CH 8304 Wallisellen page 2 April 2004 pg Z A a Torey Form software User s manual Anyform Form software Table of contents w GT I S a A E EERE A S E E E neuen 5 2 Installing Anyform form software sscscevsscncc cen cessessovecsetarastetenapsestecsussuspacevebentabencentutensdeen 8 2 1 Installing SOT ANC siicirsririininniiiiennrninn nii aia aaraa 8 2 2 Starting A nyform form SOPWALNE ccceceeeeeeeeeeneeeeeeeeeeeaeeeeeeeeeeteeeeeeeeeeeeeees 9 3 General settings for A nyformw form software esesesessseseseseseeeeseseeerererererererereressseseees 10 3 1 Default Template Directory ccccecccceeccceeeeeeeeeeseeeeeeeeesseeeeseeeseeeeseeesseeeeseeeens 10 3 2 Number of recently used files to track nannnnannnnennnnannnnnnenennnnnnennrnrnnnrerenrrneneene 10 33 Unitmeas uremeniS eases gstcncse teri sewactascotianpipulweauarosinonsiaciorsiseee aa rane 10 Oe
5. Karteil1 aft amp CardFil3 aft Kartei2 aft amp Templi aft amp Cardfil4 aft amp Karteis aft amp CardfilS aft amp Kartei4 aft amp Cardfil aft amp KarteiS aft Files of type AnyForrn Template aft Cancel i SmartForm GmbH CH 8304 Wallisellen page 22 April 2004 pg G fa A nee Or MV Form software User s manual Anyform Form software 6 3 Filling in the fields The selected form template appears as background picture Now you can start to fill it out Click into the first field and enter your data Tip With the Tab Key you also reach the first field The following field types are available Text Checkbox Date Number Currency Time and Formulas predefined e g for sums Attention List of function keys With the Tab Key you will jump form field to field m By holding down the Shift Key and pressing the Tab Key at the same time you will jump back the previous field By holding down the Ctrl Key and pressing the Tab Key at the same time you enforce a tab jump within a field With the Enter Key you will jump to a new line in a multiline field All fields can also be reached with a mouse click SmartForm GmbH CH 8304 Wallisellen page 23 April 2004 pg Form software Users manual Anyforw Form software 6 4 6 5 6 6 Example of a filled form The following picture shows a form filled out on your PC Ee m Tax Reclaim R D1
6. CD if you want to use this function Start setup exe in the root of the Anyform CD und select Install ODBC A data link with ODBC can be defined for an Anyformtemplate AnyForm Template aft or an Anyformform AnyForm Form aff After connecting an Anyforw template the data source is available for all forms based on this template 10 1 Preparing Excel Workbook as ODBC Data Source Only one Excel file per AnyForm template or AnyForm form but several worksheets can be used as data source We recommend creating all tables cell regions as per 10 1 3 in one workbook You must perform the following actions to make available parts of an Excel workbook as ODBC data source 10 1 1 Create the desired tables as a region of columns and rows The first row holds the names of the Anyformields the other columns the database records 10 1 2 Select the cell region created above field names and data records 10 1 3 Assign a name to the selected region in the menu Insert Name Define When importing data the assigned name will act as database table name You will find the sample file Cardfile xls in the directory Pro grams Smartform AnyForm Samples which contains regions Address in ta ble1 and Salary in table2 Fd Microsoft Excel Cardfile xls Schreibgeschiitzt iol x Datei Bearbeiten Ansicht Einf gen Format Extras Daten Fenster 7 Soy es Deh Se Gary st BEe Sl o Br sh me
7. MS Sans Serif 10 FH F A ele iy amp AS ef R ckg ngig Address bd amp ID A Name Firstname Address ZIF City 1 M ller Richard Schonstr 1234 Schonbac Z Walt lrene Wunderstr Bod Neudorf 3 Meier Anna VWieinstr 1 1023 Altstact Bereit Summe 9054 MF F SmartForm GmbH CH 8304 Wallisellen page 34 April 2004 pg b A r UV Form sottware 10 1 4 10 1 5 User s manual AnyfForm Form software Namen in der 4rbeitsmappe TL SchlieSen Hinzuf gen L schen E Bezieht sich aur Sheet 1 ag1 4 EF Repeat these steps for all tables cell regions you want to use in A nyform Save the Excel worksheet Now return to Anyformin order to link the template or form with the Excel worksheet as data source To do this proceed as follows 10 1 6 10 1 7 10 1 8 10 1 9 Open or create an Anyformtemplate or AnyFormiorm In our example we create a form based on the template cardfil3 aft Remove an eventually existing data source with the command Data base Remove Datasource Select command Database Datasource In the dialog Select Datasource activate Computer Datasources Click on the command button New Select Data Source x File Data Source Machine Data Source Data Source Mame Description dBASE Dateien User Excel Dateien User Microsoft Access Datenbank User 4 Machine Data Source is specific to this machine and c
8. Must nsicht Datenbank Fenster i DSa selat 5 9 123 456 78 _ Ne 123456 tag nr 999 99 999 999 Ertraqsolaubiger ee ee a a MailMan rane ooo mee ooo o o S H B000 Musterhausen o E Bank Muster AG Musterstrasse 11 CH 8000 Musterhausen em a aes zz E ae a A a E Bank Muster AG e Musterstrasse 1 ies 8000 Musterhausen sii Bank Erang He AG DE 99999 Frankfurt IE 2 3456 789 E EEEE a ji lt E Change page To change the page within a double sided or multi sided form click on the appro priate page number in the status bar Alternative Click the icons gt und gt gt resp lt und lt lt to change to another page oA MIKI Controlling the input on screen After filling out all fields on your PC we recommend an optical control of the con tent on the screen Therewith you avoid false or missing data input before the printout on the original paper form SmartForm GmbH CH 8304 Wallisellen page 24 April 2004 pg E bo A OY iw Form software User s manual AnyForm Form software 6 7 Saving data of a form Now save the new Anyformile preferably in the same directory as the corre sponding template That way you make sure that by opening the form Any Forwwill find the background image of the appropriate template gt File Save as Saving the form with a new file name Saving the form with the equal fi
9. OSa I TO a REEE E 10 39 RUNIN oONy ONS INSIANCS scsaiceisp entrain nisevnacesnitorianarniiesesecuieouienenmncbadeunimencentudians 10 BOW SI TOO rps tages cece ce eo scree etna 11 3 7 Show fields default VANS cs czcsecacserrasasecatendensssencisvnsbececendeiuseaulseneledoeondslavedetbedssbets 11 4 Creating an Anyform template ccecceeecececeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeneaes 12 4 1 Scanning the original paper fOLMN cccccccesseeceeceeeeceeceeeeeeeseeeeeeesaeeeeeesaeeeeeesaaees 12 4 2 Importing graphical files into ANY FOVINA 0 cect e eee e ee eeeeeeenaaaaas 14 43 TOS TINO TON TEI So ates tec escent panctsonate sacemsnc_ oes rn rosi ET a AE 15 5 Calculating with and linking of fields ee ccecccccceeeeeeceeeeeeeeeeeeeeeseeeeeeesaueeseesaaaeeeesaeees 19 5 1 Calculation TUNGHON assete adc ccatiguceeansevanad se asanecesegaae ectaeyocstucanecetusuuienenssnesouseedeasenes 19 Da OSS ai EIEEE EAE E E E AE 20 INGO Ay OVN OU cenene A a EEEE EEEE 22 6 1 Fig Na NEW TON eccone Den E aOR IE 22 6 2 Choosing the requested template aft file ec ccccsseeceesseeeeeesseeeeeeeeeeeeesaeeeees 22 Seo AINIM I 0 eee eee een eee ee nen E eee eee 23 6A Example Ol a filed TOM srias a a E 24 eo 1921 0 6 PaE ene eee re ene E E ere nee ee eon ee 24 6 6 Controlling the input ON screen cccceeccccseeseeeeceeeeeeceeeeeeeseeeeeeeseeeeeessaeeeeessaaeeees 24 6 7 Saving data Of a fOLM ee ecccccesecceca
10. can be selected by the Import command gt Export Exports the content of a macro into a text file gt Cancel Cancels all changes which have been made in the dialog box gt Calculator With the calculator and the mouse figures und arithmetical func tions can be edited However they can also be typed in with the respective keys of the keyboard SmartForm GmbH CH 8304 Wallisellen page 19 April 2004 pg y AnyForw Form software User s manual AnyfForw Form software gt Macro The macro field allows the editing of the arithmetical links be tween the numerical fields gt Field names In this area all numerical fields of an Anyformtemplate will appear Inserting a field With a double click on a specific field name this field name will be inserted into the macro right before the actual position of the cursor Example Here an example for a valid macro Field 1 Field 2 Field 3 Field 4 Field_5 Field_1 100 Field_6 Variable _1 Field _4 Field_3 IF Variable_1 gt 0 Field_7 Variable_1 Field_7 Space J JE The field names Field_1 to Field_7 are Anyforwfield names of course the field names can be named differently than Field _ Variable_1 is a variable only to store temporarily a value in the macro Attention Formulas in Anyf orm follow a strict pattern of rules Please refer to the following chapter to get more details of the syntax rules 5 2 Syntax rules Macro i ae ere Equ
11. clauses Check the results of your SQL clauses by pressing the button Execute or with the command Data base Execute Query lf your datasource contains only one database table there is no need to use the WHERE clause to link the tables However the clause can be used as a filter for data records With the SQL clause WHERE Address D Salary ID and Salary Salary gt 110000 you only import records for persons with a salary above 110000 Use the SQL clause ORDER BY Address name asc in order to sort your record alpha betically SmartForm GmbH CH 8304 Wallisellen page 39 April 2004 pg _ aoe Lon Form software User s manual Anyforw Form software Sql Statement f SELECT clause ok SELECT Salar Income Address 41P Address Address Salary S alary Salary Bonus Address City Address First name Address Mame Cancel INTO F_Income F ip F Address F_ Salary F_ Bonus F_City F Firstname F_ Marne FROM Address Salary E secute E Help ikh Additinal clauses HERE ORDER BY etc WHERE Address ID 5 alary ID ORDER BY Address N ame asc Columns z ID NUMBER SOL_DOUBLE Name VARCHAR SOL _WARCHAR H E ZIP NUMBER SQL_DOUBLE EEE Salary E Bonus NUMBER SOL_ DOUBLE e ID NUMBER SOL_DOUBLE Income NUMBER SQL_OCOQUBLE Color KUIKMEE RE col MALRI m F F Date Date F Note Text Field 11 Text aS These are only a few si
12. database tables Excel cell regions to the opened Any Forwiorm 10 1 15 Select command Database Select Tables In the dialog box the list field Available tables now contains the database tables Address and Salary created above chapter 10 1 3 and 10 1 4 Select Database Tables xX Data Base AnyFormE scel Available tables Selected tables Add gt _ lt Remove _ lt Remove OF Cancel Help 10 1 16 Highlight the required database tables and add them to the list field Selected tables by pressing the Add button Add both tables Address and Salary for our example Click OK SmartForm GmbH CH 8304 Wallisellen page 37 April 2004 pg Z A r UV Form software User s manual Anyform Form software Select Database Tables x Data Base ArnyFormeE scel Selected tables Available tables lt Remove OF Cancel Help Finally we have to connect the table columns with the fields on the A nyformtem plate resp Anyformtorm 10 1 17 Select Database Bind Columns 10 1 18 In the dialog box Bind Database Columns Bindings you see the imported ta bles with their fields The list Available fields contains all fields defined in your Anyformitemplate or A nyformform x Bindings Available fields AnyForme xcel Field type a Address F Address Text RE Address VARCHAR SALA F_Bonus Currency E
13. may be different from the above said de pending on the ODBC version installed on your system Now we will allocate the created data tables to the opened Anyform orm or tem plate 10 3 13 Select command Database Select Tables In the dialog box the list field Available tables now contains the database tables Address and Salary created above chapter 10 2 1 Select Database Tables Data Base AnyForm Text Available tables Selected tables ADDRESS TXT lt Remove Cancel Help 10 3 14 Highlight the required database tables and add them to the list field Selected tables by pressing the Add button Add both tables Address and Salary for our example Click OK SmartForm GmbH CH 8304 Wallisellen page 49 April 2004 pg ft A eet ovr ww Form software User s manual Anyform Form software Select Database Tables Data Base AnyForm Text Available tables Selected tables Form cs ADDRESS TXT Form8 cs SALARY TXT lt Remove OK Cancel Help Finally we have to connect the table columns with the fields on the Anyformitem plate resp Anyformiorm 10 3 15 Select Database Bind Columns 10 3 16 In the dialog box Bind Database Columns Bindings you see the imported ta bles with their fields The list Available fields contains all fields defined in your AnyFormiemplate or Anyformform Bind Database Columns Bindings Availab
14. not cross 3 5 Run in only one instance Activating this option prevents starting the program Anyforwvin several in stances SmartForm GmbH CH 8304 Wallisellen page 10 April 2004 pg Any Tora Form software User s manual Anyform Form software 3 6 Show field ToolTip On crossing this field you get an appropriate field information in the status bar Recommendation cross Example ext field Number field 3 7 Show fields default value Text fields can by defined with a default value By activating this option the de fault value will be displayed in the appropriate field whilst creating a form tem plate SmartForm GmbH CH 8304 Wallisellen page 11 April 2004 pg A a5 pore Form software User s manual Anyforw Form software 4 Creating an Anyform template On principle there are two ways of creating a new template 1 By scanning the requested original paper form see chapter 4 1 below 2 By importing a graphic file of the original paper form see chapter 4 2 below 4 1 Scanning the original paper form Choose in the dialog box AnyForm Template A new AnyForm Template will be cre ated as an empty page gt File New CE Help gt File Page Setup Important It is important that you choose the same page size e g A4 and the same format like Portrait or Landscape as in File Print Setup gt File Summary Information Attention As may be required you can save here a few in
15. the new created datasource example AnyFormAccess and click OK SmartForm GmbH CH 8304 Wallisellen page 42 April 2004 pg A nyiorn Tare SOERA E User s manual Anyform Form software File Data Source Machine Data Source Description AnuFomAccess User ODBC Link to MS Access AnyForme scel User Link AnyForrn with Excel files dBASE Dateien User Excel D ateien User Microsoft Access Datenbank User A Machine Data Source is specific to this machine and cannot be shared User data sources are specific to a user on this machine System data sources can be used by all users on this machine or by a system wide service OF Cancel Help Attention Alternatively you can create datasources with Start Control Panel Administration Datasources ODBC Use this panel to remove or change datasources The configuration of datasources may be different from the above said de pending on the ODBC version installed on your system Now we will allocate the created Access tables to the opened Anyformiorm 10 2 11 Select command Database Select Tables In the dialog box the list field Available tables now contains the database tables Address and Salary created above chapter 10 2 1 Select Database Tables x Data Base AnpForm ccess Available tables Selected tables Add gt lt Remove Cancel Help 10 2 12 Highlight the required database tables an add
16. the results of your SQL clauses by pressing the button Execute or with the command Data base Execute Query lf your datasource contains only one database table there is no need to use the WHERE clause to link the tables However the clause can be used as a filter for data records With the SQL clause WHERE Address ID Salary ID and Salary Salary gt 110000 you only import records for persons with a salary above 110000 Use the SQL clause ORDER BY Address name asc in order to sort your record alpha betically SmartForm GmbH CH 8304 Wallisellen page 51 April 2004 pg ft A OY YW Form software User s manual AnyfForm Form software Sql Statement SELECT clause SELECT ADDRESS FIRST_ MAME SALARY SALARY ADDRESS ADDRESS ADDRESS AIF SALARY BONUS Cancel ADDRESS CITY SALARY INCOME AODRESS NAME INTO F_ Firstname F_ Salary F Address F_ip F_ Bonus F_City aee F_Income F_Name FROM 4ADDRESS T T ADDRESS SALARY TXT SALARY Help Additinal clauses WHERE ORDER By etc WHERE 400RES3 1D SALARY ID ORDER BY ADDRESS NAME asc Columns Field tupe HAME CHAR SOL_VARCHAR F_Date Date ZIF INTEGER SAL_INTEGER F_Notte Text FE SALARY TXT BONUS INTEGER SQL_INTEGER ID INTEGER SOUS INCOME INTEGER SQL_INTEGEF SALARY INTEGER SQL_INTEGEF ill These are only a few simple examples to refine your query with SQL Other possibili ties for sel
17. them to the list field Selected tables by pressing the Add button Add both tables Address and Salary for our example Click OK SmartForm GmbH CH 8304 Wallisellen page 43 April 2004 pg Z Bi A nyiorn Form software User s manual Anyform Form software Select Database Tables x Data Base AnpForm ccess Available tables Selected tables Add gt lt Remove Cancel Help Finally we have to connect the table columns with the fields on the Anyformtem plate resp Anyformtorm 10 2 13 Select Database Bind Columns 10 2 14 In the dialog box Bind Database Columns Bindings you see the imported ta bles with their fields The list Available fields contains all fields defined in your Anyformitemplate or A nyformform xl Bindings Available fields ArvFormAccess a Address ESE Address VARCHAR SOL City MARCHAR SQL_VARL F Address Text F_ Bonus Currency F_City Text FEE First name VARCHAR SOL o Ba FE ID DOUBLE SOL_DOUBL e Ba Mame MARCHAR z SOLVA Remove F_N ame iT ext IP DOUBLE SQL_DOUBI if Salary Fee Bonus DOUBLE SQL_DOL ee ID DOUBLE SQL_GOUBLI F Salary Currency F_ip Number Field_11 Text Income DOUBLE SQL_DO Salary DOUBLE SOL oo F Expand 4ll 10 2 15 Highlight the fields to be bound in both lists and press the Bind button The available AnyForm fields will be link
18. 994 instead of 1000 8 3 Function Use identical settings for all images Use identical settings for all images If you do not cross this field all adjustments made under chapter 8 1 and 8 2 will apply only to the actual file W Use identical settings for all images If you do cross this field all adjustments apply generally to all files SmartForm GmbH CH 8304 Wallisellen page 30 April 2004 pg Form software User s manual Anyform Form software 9 Adapting templates In this chapter we describe how to change existing templates 9 1 Change Font and Font Size gt File Open Select in the dialog box Template files aft und double click on the appropri ate file gt mark the requested field or requested fields with a left mouse click gt choose menu gt Field Font Select the requested font and font size gt click OK gt save the file Tip You can select various fields in one go To select several fields at once click on the first and then on the other field s with the left mouse key by holding down the Ctrl Key at the same time To select all fields of a template click on the first and the last field with the left mouse key by holding down the Shift Key at the same time Tip By activating the function Show Sample in the field menu you will see the result of your alterations 9 2 Change Field Attributes If you want to change for example a text field or a date field into a num
19. Datensatz 14 4 4 gt gt t gt von 4 Datenblattansicht ssi SCs sSC iene iat i aa 7 Now return to AnyForm in order to link the template or the form with the access data base as datasource To do this proceed as follows 10 2 2 Open or create an AnyFormtemplate or an AnyfFormiorm In our exam ple we create a form based on the template cardfile3 aft 10 2 3 Remove an eventually existing data source with the command Data base Remove Datasource 10 2 4 Select command Database Datasource 10 2 5 Inthe dialog Select Datasource activate Computer Datasources Click on the command button New Select Data Source 7 a xj File Data Source Machine Data Source Data Source Mame Description AnpFormeE scel User Link AnyForn with Excel files d6ASE Dateien User Excel D atelen User Microsoft 4ccess Datenbank User A Machine Data Source is specific to this machine and cannot be shared User data sources are specific to a user on this machine System data sources can be used by all users on this machine or by a system wide service Cancel Help 10 2 6 In the Add Datasource dialog select the option User Datasource and click Continue SmartForm GmbH CH 8304 Wallisellen page 41 April 2004 pg Ay Form software User s manual Anyforw Form software 10 2 7 Select Microsoft Access Driver mdb and click Continue and Finish
20. E City VARCHAR SGL_VARI F_City Text PIE First name WARCHAR SOL PSB F_Date Date ID NUMBER SOL_DOUBL Se eae le _Income Currency Name VARCHAR SLA F Name Tex ZIF NUMBER SQL_DOUB F Note Text F_ Salary Currency E Bonus NUMBER SQL_DO F_ ip Number EE ID NUMBER SQL_DOUBL Field 11 Text oS Income NUMBER SQL_DC Salary IMUMBER SQL DO a Expand All OF Cancel Help 10 1 19 Highlight the fields to be bound in both lists and press the Bind button The SmartForm GmbH CH 8304 Wallisellen available AnyForm fields will be linked to the corresponding field of the im ported table Repeat this step for all required AnyfFormields In our exam ple we would bind all fields except F_Date Field_11 and F_Note The same way you can unbind fields by pressing the Remove button After bind ing all necessary fields click OK page 38 April 2004 pg A nion Tare SOERA E User s manual Anyform Form software xj Bindings Available fields AnyPorme xcel a Address BEE Address VARCHAR SLS H City VARCHAR SOL_WARI i First name VARCHAR SOL 2 ID NUMBER SQL_DOUBL E Hame MARCHAR SOL WA H E ZIP NUMBER SOL_DOUE d Salary E Bonus NUMBER SQL_00 EE ID NUMBER SQL_DOUBL H E Income NUMBER SGL_DC F Salary INUMBER SOL DOLZ F Expand All Cancel Help F Date Date F_Note Test Field_ 11 Test lt Bind Remov
21. ad of the 18 digits license code You can evaluate the software for 30 days without any restrictions The license code can be added later by choosing menu Help Enter License or by completing the appropriate dialog whilst starting an expired demo version Many templates for various classes of business and countries are available for free download on the website www smartform com www www smartform com gt Free Forms SmartForm GmbH CH 8304 Wallisellen page 8 April 2004 pg User s manual AnyfForm Form software 2 2 Starting Anyform form software Start the program Anyform Form software by executing the following com mand in the Windows foot bar gt Start Programs AnyForm AnyForm Adminisiraior 4a nts Manage Your Es Neues OFFice Dokument OFFice Dokument ffnen joa Command Pri 9 windows Catalog er a Q windows Update Places Windows Expl N Accessories 2 Administrative Tools a Morea Wi AnyForm a aani Microsoft Office Tools Gp seers hale aa Location C Program F Snaglt 7 W SnagIt 7 cence Startup axes F AnyFarm a Internet Explorer Microsoft Access port w Microsoft Word Microsoft Excel 4 Microsoft FrontPage Microsoft Outlook Microsoft PowerPoint Microsoft Word ea Outlook Express All Programs i i ZER Remote Assistance Log OFF ol Shut Down start G G Dokumenti Mier E Di g E After loading Anyform form software you c
22. age 27 April 2004 pg iy A orw Form software User s manual Anyforw Form software 8 Print adjusting You have to adjust the printing settings if the printed content does not match accurately with the original paper form gt File Options Print Tuning Options ee x General Advanced Printing Print Tuning Scale image on paper s direction 800 1 200 1000 as Y direction 800 1200 foo foo fark Shift image on paper A amp direction 500 500 110 mm co Y direction 500 500 200 1410 mm 8 1 Shifted printing Shift image on paper Only change the values for Shift image on paper if the printout is shifted in comparison with the original paper form Use identical settings for all images Attention 1 mm 10 points on the x y scale Any Form Compass for Print tuning Command minus y Shift Image Function to the top minus x plus x the left to the right X plus y to the bottom Y Example The printout is 5 mm too much right and 2 mm to much up 1 aim 5 mm to the left gt Correction direction X 50 2 aim 2 mm downwards gt Correction direction Y 20 Shift image on paper amp direction 500 500 50 1 10 mrm direction 500 500 20 1 10 mm SmartForm GmbH CH 8304 Wallisellen page 28 April 2004 pg G Any Tora Form software User s manual Anyform Form software 8 2 Distorted printi
23. al Dat Type Coldr Layout Default value Type Special Number s si 7 Pye Font i ajx i Single line Read Only aes C Date Font Font style Size C Multiline Hidden arial Narrow E Time LI Book Antiqua Bookman Old Style Century Gothic Comic Sans MS Courier Courier New Sensitivity f Case insensitive Upper case Effects Sample Center Lower case Strikeout T Underline SE Required field Color Transparent MME Black Script Western gt Field Attributes SmartForm GmbH CH 8304 Wallisellen page 15 April 2004 pg Any a Form software User s manual Anyform Form software gt Field Font These two commands allow you to determine the attributes and the font of a single field individually and regardless of the set defaults gt Field Show Sample Activate this command by clicking the left mouse key to show the selected font and the selected attributes of the respective field s like text number and date This command serves as a control function with which you immediately recognize whether the defined fields in the Anyformtemplate actually correspond with the requirements of your Original paper form gt Field Movement by Mouse Activate or deactivate this option to position your fields with movement of mouse The turning off of this function prevents the unintentional movement of fields when activat ing the field with a mouse cl
24. an start to fill out the requested form on your PC chapter 6 page 22 lt I AnyForm O xj File view Help O ai reja For Help press F1 ui SmartForm GmbH CH 8304 Wallisellen page 9 April 2004 pg Form software User s manual Anyforw Form software 3 General settings for Anyform form software On starting Anyformiorm software the first time some adjustments of the settings have to be effected gt File Options General Options General Advanced Printing Print Tuning Default template directories Number of recently used files to track 4 9 4 Unit measurement Centimeters Store images in forms i Aun in one instance W Show field tooltip W Show fielde default value Abbrechen 3 1 Default Template Directory Assign the directory where to save your templates On filling out new templates Anyforw suggests the correct default template directory Attention Templates are files with the file extension aft AnyForm Template 3 2 Number of recently used files to track When setting on 9 the file menu shows the last 9 used files Permitted are values from 4 to 9 Recommendation 9 3 3 Unit measurements Choose the requested unit measurement inches centimeters millimeters 3 4 Store images in forms Here you decide whether the data of a filled form text figures is saved together with the background scanned image or not Recommendation do
25. annot be shared User data sources are specific to a user on this machine System data sources can be used by all users on this machine or by a system wide service SmartForm GmbH CH 8304 Wallisellen page 35 April 2004 pg Al Form software User s manual Anyforw Form software 10 1 10 In the Add Datasource dialog select the option User Datasource und click Continue 10 1 11 Select Microsoft Excel Driver xls and click Continue and Finish Create New Data Source q x Select a driver for which you want to set up a data source Microsoft Access Driver mdb Microsoft Access Treiber mdb Microsoft dBase Driver dbf Microsoft dBase YFP Driver dbf Microsoft dB ase Treiber dbf M Excel C il Microsoft Excel Treiber x a Microsoft FoxPro YFP Driver dbf Microsoft ODBC for Oracle rf dh Mot ee eo ee hdieros oft A sr adan Mirig S 4 z Back Cancel 10 1 12 In the ODBC Microsoft Excel Setup dialog assign a name for this new Datasource e g AnyFormExcel and optionally add a description Data Source Name AnyForme cel Description Link AnyForm with Excel file Cancel Database Help Version Excel 97 2000 workbook Select Workbook F Use Curent Directory TA 10 1 13 In the same dialog select Select Workbook and enter the name of the above created Excel Workbook in the field Database in our exam
26. ation SmartForm GmbH CH 8304 Wallisellen page 20 April 2004 pg 3 au tua Form software User s manual Anyforw Form software Attention e Field AnyForm field name See General Property page in Field Attributes e Variable Any string as variable name which is not an Any Form field name e IF statement Equation is processed if expression is true gt 0 else equation2 Y i emon Toate en Expres sion 1 Operator Avyforwknows two categories of operators e Arithmetic operators Ye remainder e Logic operators lt gt SmartForm GmbH CH 8304 Wallisellen page 21 April 2004 pg EA Form software User s manual Anyform Form software 6 Filling out an AnyFormForm The following description demonstrates how to fill out a form on your PC 6 1 Filling in a new form For filling out a new form based on an existing template choose the following command gt File New AnyForm Form SSS ti lt a i t AnyForm Template Cancel Help Tip Alternatively click the icor D in the icon list or type the shortcut Control N on your keyboard 6 2 Choosing the requested template aft file Select the corresponding AnyForm template where you wand to fill out your data Look in SAMPLES c EB CardFill aft HCFOFormi4 50 art 4 Kartei aft amp Cardfil2 aft amp Karteil aft amp
27. ber field or you prefer to have a right instead of a left alignment of the field content proceed as follows gt File Open Select in the dialog box Template files aft und double click on the appropri ate file gt mark the requested field or requested fields with a left mouse click gt choose menu gt Field Attributes Select the requested register General or Data Type gt enter the appropriate amendments gt click OK gt save the file SmartForm GmbH CH 8304 Wallisellen page 31 April 2004 pg Form software User s manual Anyforw Form software 9 3 Activate the option Current Date in a date field If you want to fill out a date field in your form automatically with the actual date proceed as follows gt File Open Select in the dialog box Template files aft und double click on the appropri ate file gt mark the requested field with a left mouse click gt choose menu gt Field Attributes Select the register Data Type gt activate the box Current Date gt click OK gt save the file 9 4 Automatic input in a text field e g recipient address gt File Open Select in the dialog box Template files aft und double click on the appropri ate file gt mark the requested field with a left mouse click gt choose menu gt Field Attributes Select the register Data Type gt select Text gt enter the requested text in th
28. cccccccsseeccseececcesecceseeeeeceeeeeseueeeseaeseeseueesseeeesas 33 9 8 Integrating additional fields in a template 000nnn0nnnnannnnnnnnennnnennnnnnnnnnnennnnnnenenne 33 10 Using ODBC with Any FONN sch ceeterettencs cada Sdeciextci cnet actanceonta ou semnscadetsaeeibtenseecuoesecSaeceoss 34 10 1 Preparing Excel Workbook as ODBC Data Source ccccccccccceeseeeeeeeeeeeeeeeeanes 34 10 2 Preparing Access Database as ODBC SOulrce cccccccccecccceeeeceeeeeeeeeeeeesaeees 40 10 3 Preparing a text file as ODBC SOUICE cc eeccccseseeeeceeseeeeseeeeeeseeeeeesneseeeenes 46 11 FAQ s FIEQUuently asked CUSSION S cece ois gets cte eresen ded eacanencemssendeccatdcnasnbnceeedetenantacsuiennnenes 53 114 1 Theprogram disc does not stalt cat resetecce eri esenaconssanncsanecttesetodacnmemetaxsesbontulenenes 53 11 2 Appearance of characters after filling out a fleId eee eeeeeeee eee 53 SmartForm GmbH CH 8304 Wallisellen page 3 April 2004 pg Form software User s manual AnyfForw Form software 11 3 How to deactivate an automatic Macro fOrMUlA cceeeceeecseeeeeeeeeeeeeeeaeeeeeees 54 11 4 Impossible to enter text in a fOLMN ccc cccccccceeeeceeeeseeeeeeeeeeseeeeseeeeseeeeseeesseeeesaeeens 54 11 5 Printout does not match with the original paper form nssenssenssennsnnesnennneeenens 54 11 6 Further assistance to A nyform form software ssesceeeeererreree 54 12 Technical support un
29. chen in Sy SAMPLES e ce a Cardfile bmp Page _2 bmp Page 3 bmp Dateiname Dateityp Image Files gif jpo prg brmp Abbrechen 2 If you want to add further pages with imported graphics to your template gt Page Add and again gt Page Load Image SmartForm GmbH CH 8304 Wallisellen page 14 April 2004 pg oF e A eet or rw Form software User s manual Anyforw Form software 4 3 Defining form fields gt Field New Field or Field New Checkbox With this command you create and define as many fields or checkboxes as you may need to fill out your original paper form Click on gt Field New Field or gt Field New Checkbox and drag the new field or checkbox with the mouse to the desired position in the Anyformtemplate and confirm the final position of the field or checkbox by clicking again on the left mouse key Important Create the fields exactly in the chronological order in which you in tend to fill out the fields of your original paper form afterwards see section 9 8 below gt gt With these commands you can determine the attributes and the fonts of any future field in advance Field attributes Font gt AnyForm Tempis File Edit View Page 0 E Templs if Default Fielt Attributes d 4rrange p Set Defaults 5 General Data Type Color Layout Default Field ttributes x Uae Gener
30. d for the first page b Printing back side After printing the front side feed the printer again with the original paper form but this time to print on the back side Proceed with the print command for second page SmartForm GmbH CH 8304 Wallisellen page 26 April 2004 pg Form software User s manual AnyForm Form software Tip Until you are familiar enough with AnywForw form software we suggest printing your document initially on blank paper Put the printed document onto the original paper form and hold it to wards a light source Therewith you can easily control if all fields are filled out and if the fields correspond with the position on the original Important Make sure that you have deactivated the option Print Image while printing onto the original paper form gt File Options Printing Options eee x General Advanced Printing Print Tuning Print Images 7 2 Printing form content with the scanned image on blank paper sheet lf for internal purposes you want to print a filled form together with the back ground image you have to activate the option Print Image gt File Options Printing SS ti General Advanced Printing Print Tuning lv Print Images Attention The quality of such a printed document never matches with that one of the original paper form This mostly because of the dif ferent resolution of the background image SmartForm GmbH CH 8304 Wallisellen p
31. d service cccccseecccceeeecceeeeecaeeessaueeecauececsasessaueeesseeesseaeessageeeeas 56 SmartForm GmbH CH 8304 Wallisellen page 4 April 2004 pg Form software User s manual Anyforw Form software 1 General remarks This guide provides instructions for a simple und efficient use of Anyform form software 1 1 Note symbols On studying the user s manual you will come across the following symbols Their meanings are explained below Example Shows an example or several examples Attention Calls your attention or gives additional explanations to an issue Tip As in many other programs there are different ways to achieve an aim The Tip Symbol illustrates other and sometimes more efficient alternatives Important Keep in mind this symbol It refers to important subjects which you should strictly be considered www Here you will find links to a internet addresses 1 2 FAQ frequently asked questions In order to facilitate the use of Anyform form software we have listed the most frequently asked questions and problems Please refer first to FAQ page 46 to find an answer to your problem 1 3 Index of templates You will find a big variety of forms used in different classes of business and coun tries for free download on our homepage www smartform com www www smartform com gt Free Forms SmartForm GmbH CH 8304 Wallisellen page 5 April 2004 pg User s manual AnyfForm Form software 1 4 Any
32. e gt We have now completed all necessary steps for an ODBC connection To import the data from our Excel Workbook remains just a last step Important Please note that a Query Execution is only available for an Anyform form whereas the definition of an ODBC link can be created either in an AnyForm form or in an AnyForm template 10 1 20 Select Database Execute Query This command is only available for an Anyformform The data of the selected database tables cell regions of the Excel Workbook will be imported in your Anyformtorm At the same time the tool bar will be completed by the database icons in order to page through the different records 10 1 21 In order to print out all data records choose the ODBC printing option From first row in the menu File Options Printing Advanced users select the command Database Sql Statement in order to check the created query in SQL context You can write your own filter here to select a subset of the database record if you are familiar with SQL WHERE ORDER BY SORT BY etc In our rather complex example with two database tables and a result of 9 instead of 3 records we have to define a relation between the two database tables Address and Salary As both tables contain the identical field ID we use the SQL clause WHERE Adoress D Salary ID in order to create a correct relation Use the drag and drop method to copy the field names into your SQL
33. e field below the description Default Value gt click OK gt save the file 9 5 Create template without predefined macro formulas gt File Open Select in the dialog box Template files aft und double click on the appropri ate file gt mark the requested field with a left mouse click gt choose menu gt Field Macro Editor Delete all entries in the upper field of the macro editor gt click OK gt save the file with a new file name 9 6 Changing of macro formulas To change calculations or text field links in the macro editor of a template refer to the help file topic Templates gt Menus gt Field Menu gt link Macro Editor SmartForm GmbH CH 8304 Wallisellen page 32 April 2004 pg Form software User s manual Anyform Form software 9 7 Deleting fields in a template Select in the dialog box Template files aft und double click on the appropri ate file gt mark the requested field with a left mouse click gt press the Delete button gt save the file 9 8 Integrating additional fields in a template Select in the dialog box Template files aft und double click on the appropri ate file gt mark the field before which you want to insert the new field with a left mouse click choose menu Use the mouse for the initial positioning of the field gt save the file After inserting or creating fields the requested tab order to jump from one field
34. e browsed by means of the list fields Drive and Directory Press OK Select Directory File name E asc cew tabo tet ADDRESS Tat ADRESSE THT Form caw Forme cay LOHN TT SALARY THT El Save file as type Text Files ase cays 2 x Folders cc Sanyhorm samples fo oc PROGRAM FILES SMARTFORM ANy FORM Cancel Drives Sc Network 10 3 12 The dialog box Select Datasources appears again Select the new created datasource example AnyForm Text and click OK SmartForm GmbH CH 8304 Wallisellen page 48 April 2004 pg b Form software User s manual Anyform Form software Select Data Source 3 x File Data Source Machine Data Source Description Aner orn Test i User Link AnyF orm with text files AnyFormd amp ccess User ODBC Link to MS Access AnyForme xcel User Link AnyForn with E scel files dBASE Dateien User Excel D ateien User Microsoft Access Datenbank User A Machine Data Source is specific to this machine and cannot be shared User data sources are specific to a user on this machine Spstem data sources can be used by all users on this machine or by a system wide service OF Cancel Help Attention Alternatively you can create datasources with Start Control Panel Administration Datasources ODBC Use this panel to remove or change datasources The configuration of datasources
35. ecific to a user on this machine System data sources can be used by all users on this machine or by a system wide service Cancel Help 10 3 8 Inthe Add Datasource dialog select the option User Datasource and click Continue SmartForm GmbH CH 8304 Wallisellen page 47 April 2004 pg A Form software User s manual AnyfForm Form software 10 3 9 Select Microsoft Text Driver txt csv and click Continue and Finish Create New Data Source Select a driver for which you want to set up 4 data source SQL Server Microsoft FoxPro YFP Driver dbf Microsoft ODBC for Oracle Microsoft Paradox Driver db Microsoft Paradox Treiber db Microsoft Text Driver txt csv Microsoft Text Treiber txt csv Microsoft Visual FoxPro Driver Microsoft Visual FoxPro Treiber x Do c p e a a kg coca 10 3 10 In the ODBC Microsoft Text Setup dialog assign a name for this new datasource e g AnyForm Text and optionally add a description ODEL Text Setup E 2 x Data Source Name JdnyForm Text Description Database Directory Co AN FORM SSAMPLES Link AnpF orm with test files Cancel Help Select Directory Options gt 10 3 11 In the same dialog press Select Directory and enter the name of the above created text folder in our example Samples The filename can b
36. ecting filtering and sorting are available for a SQL expert Refer to the SQL manuals for further information SmartForm GmbH CH 8304 Wallisellen page 52 April 2004 pg Z A a Torey Form software User s manual Anyforw Form software 11 FAQ Frequently asked questions 11 1 The program disc does not start Question My program compact disc does not start automatically Answer 1 Eject CD and try again or 2 Manual start of program Ro eee 2 x Type the name of a program Folder document or Internet resource and Windows will open it For you Open d setup exe Cancel Browse 11 2 Appearance of characters after filling out a field Question A After filling out a number field get the following result My input 1 650 Output HHHHHHH Answer A You filled out a predefined number field You have to type in the number in the same format in which the respective number field has been defined in the Any Forwmiemplate For instance if the format is 1 234 57 type 1 650 00 and not 1 650 For changing field attributes see chapter 9 2 Question B After filling out a date field get the follwing result My input 21 3 2000 Output HHHHHH Answer B You filled out a predefined date field You have to type in the date in the same format in which the respective date field has been defined in the AnyForw template For instance if the format is dd MM yy type 21 03 00 a
37. ed to the corresponding field of the im ported table Repeat this step for all required AnyfFormields In our exam ple we would bind all fields except F_Date Field11 and F_Note The same way you can unbind fields by pressing the Remove button After binding all necessary fields click OK SmartForm GmbH CH 8304 Wallisellen page 44 April 2004 pg A a Torey Form software User s manual Anyforw Form software Bind Database Columns i X Bindings Available fields MEE Name VARCHAR SOLMA a Field type fa F Name Text F_Date Date S FE ZIF DOUBLE SQL_DOUEI F_Note Text Eta F_Zip Number Field_11 Text H E Bonus DOUBLE SQL_DOL Eta F_Bonus Currency Benoa 2 ID DOUBLE SQL_DOUBLI Income DOUBLE SQL_DO fta F_Income Currency El fFE Salary DOUBLE SQL_DOL Eta F_Salary Currency Expand ll OF Cancel Help We have now completed all necessary steps for an ODBC connection To import the data from our Access database remains just a last step Important Please note that a Query Execution is only available for an Anyforw form whereas the definition of an ODBC link can be created either in an AnyForm form or in an AnyForm template 10 2 16 Select Database Execute Query This command is only available for an A nyformform The data of the selected database tables will be imported in your AnyfFormiorm At the same time the tool bar will be completed by the database icons i
38. eeeceeeaeeeceeeeeeeeeeeceeeeeeseeeeeeesseaeeeessaeeeeesaneeees 25 E 10 110 0 gc 9 igre fc Reeeeeeee mere ere eee nen ven E me nee eee ne oe nee eee sete eee 26 7 1 Printing the content of a form on to the original fOrM ccceeeeeeseeeeeeeeeeeeeeeees 26 7 2 Printing form content with the scanned image on blank paper sheet 27 TPA OS e E E E 28 8 1 Shifted printing Shift image ON paper sssennnonnnnennnnenrenenensrrrrrnennereenenresnrenne 28 8 2 Distorted printing Scale image ON paper ccccccceeeececeeeeeeeeseeeeeeeseeeeeeeseaeeees 29 8 3 Function Use identical settings for all images 00nnnannnannnnnnnnnnnnnnnnnnnnennnnne 30 9 Adapting templates c cc ccccccecceccseeeecseeeeceeeeeseeeeesseeeesseeeeeseeseeseeeeessaeeeeseaeeesaeeessaeeeees 31 9 1 Change Font and Font SiZ cccccccccseeceeceeseceeceeeeeeeseeeeeeeseeeeeeesaeeeeeesaaaeeeesaaees 31 9 2 Change Field Attributes socseiincntscceaccscedcoeenbatenmeroieeagnsensentscuatsadetacsesannesdaedixexeeeenebe 31 9 3 Activate the option Current Date in a date field eccccceceeeceeeeeeeeeeeeeeeeeeees 32 9 4 Automatic input in a text field e g recipient address cccceeeeeeeeeeeeeeseeeeenees 32 9 5 Create template without predefined macro formulas c cccceeseeeeeeeeeeseeeeeeees 32 90 Ghandngol macro TONMUNAS assis EE EER E 32 9 7 Deleting fields in a teMplate c
39. er Name Vorname HP DeskJet 7100 Properties Bank Muster AG a ree Status Ready atreffendes Fold bits aiacuzan Frat taningan siebe heiget igtes Klatt F 1 1 BfF NP 123 456 Die mit dem Antrag angoforder Il Angaben far die deutsche S Type HF DeskJet 710C 1 Sird die Ertr go ciner vom B 2 Gehorte Ihnen zu den in Soe Wi here LPT 1 3 Lntedzecen Sis nasi cem so ren Allgemein emoczenen Comment Print to file 4 Vefagicn Sic au derm in Soa cesom Zeitpuniktin Jer Bun hand 5 Besitzen Sie die schwaize Print range Copies 6 wann NCH sthweairsrisct a Waren Sein cer Fi reas i All Number of copies wann fran unter al miti b Hat he Jnbesctrankte po po gt wann je In wolkom Kag C Pages fram 1 lg 1 wenn Frage unter a und o Sind Sic in dor Schweiz e Selection Ich varsichere dab ich ells Are Ich itte cen Ersiatt ngsaatra Nama Yomame das Jervas ngt Cancel Bank Muster 4G ee oe RMON Nee LORE Se Eee eee iD Ka Eonkoizaht Bank Example AG DE 99999 Frankfurt 12 3456 789 998877 ba nN x x 4 b 1 2 SAAHA Dr cken Sie F1 f r Hilfe Num When printing the content of a form onto an original paper form you have to print each page individually Exception Printers with a duplex unity for double sided printing a Printing front side Feed the printer with the original paper form in that way to print onto the front side Proceed with the print comman
40. first row contains the names of the Anyform fields the following rows die appropriate data Separate the different columns with tab stops Use a text editor as Notepad Wordpad or Word P ADDRESS TST Notepad Ioj x File Edit Format wiew Help First name Address Zip City Richard schinstr 12 1234 schonbad Trene Wunderstr 40 6789 MHeudort Anna weinstr 1 023 Altstadt 10 3 2 Do the same for further text files you want to use in AnyForm 10 3 3 Save the text files in the same folder directory Now return to AnyForm in order to link the template or the form with the just created text files To do this proceed as follows 10 3 4 Open or create an Anyformtemplate or an Anyformform In our exam ple we create a form based on the template cardfile3 aft 10 3 5 Remove an eventually existing data source with the command Data base Remove Datasource 10 3 6 Select command Database Datasource 10 3 7 In the dialog Select Datasource activate Computer Datasources Click on the command button New Select Data Source i 2 x File Data Source Machine Data Source _Data Source Name Type Description AnyFormAccess i User ODBC Link to MS Access AnyFormE xcel User Link AnyForm with Excel files dBASE Dateien User Excel Dateien User Microsoft Access Datenbank User New Machine Data Source is specific to this machine and cannot be shared User data sources are sp
41. formation and notes re garding your template gt Page Select Source After having created the empty template the next step consists in scanning the image of the original paper form into the empty Anyformtemplate Choose the correct im age source i e your scanner Generally there is only one device mentioned on the list so that you must choose this device If the list is empty or if an error message appears it means that there is actually no scanner installed gt Page Acquire Now scan the desired original paper form with your scanner The scanned page ap pears in the current page of the Anyformtemplate While scanning pay attention to the following points SmartForm GmbH CH 8304 Wallisellen page 12 April 2004 pg E A Forme Form software User s manual Anyform Form software 1 If your scanner disposes of an automatic page feeding routine make sure that this routine is inactive and scan the pages manually 2 The resolution and the color depth which you select will determine the size of the Anyform Template substantially In other words the size of the file will change by square in proportion to the selected resolution Normally a resolution of 100 dpi and a color depth of 256 grey scales should do to get a well legible A ny form Template of not bigger than 2MB per scanned form page gt Page Add If you have already scanned one page of your original paper form you can add with this command further pages of th
42. forwm form software screen view 1 5 1 6 1 7 On starting Anyforwm Form software the following screen appears Gi anyForm ial xi Menu bar a Tool bar Oai ssel aenw For Help press F1 SS nn fe er Status bar Menu bar All commands are being chosen and executed with the menu bar AnyForm Templi IOl x File Edit View Page Field Arrange Database Window Help a x Attention The commands of the menu bar are illustrated the following way in this user s manual gt File Options General Tool bar The most common used commands of the menu bar are also available as icons in the tool bar jOsa smei oer Status bar The status bar allows paging within multilateral forms and templates 1 ETE ee es For Help press Fl ee SmartForm GmbH CH 8304 Wallisellen page 6 April 2004 pg Form software User s manual Anyforw Form software 1 8 Difference between aft and aff files a Templates aft files AnyForm Template red Icon aft files serve as form templates These files contain all form information such as background image field attributes fonts text size formulas etc Attention aft files are comparable with Word templates with the file exten sion dot You can alter form structures field definitions and formulas in an aft file whereas the input of text or data in a form is only possible in an aff file see b below b Forms aff files AnyForm Form pd
43. green icon Each form file is based on a template file When filling out a form gt com mand File New AnyForm Form the program generates automatically an aff file in order to avoid the erroneous overwriting of the template when saving the form Attention aff files are comparable with Word documents with the file ex tension doc In an aff file you fill out the form with text and other data Alterations of the form structure field attributes and formulas are only possible within a aft file see a above SmartForm GmbH CH 8304 Wallisellen page 7 April 2004 pg ft A A ARABI Form software User s manual Anyforw Form software 2 installing AnyfForm form software 2 1 Installing software The program Anyform form software can be downloaded from our homepage www smartform com The downloaded file is a zip file For unzip ping you need the program WinZip www winzip com Copy all files with the command Extract in a temporary subfolder on your hard disk Double click on the setup file Setup exe in order to install automatically the program Anyformiorm software x You will get the license number Serial a r aoe No for AnyForwmform software elec tronically by Email Enter the 18 digits number without blank spaces Each acquired license applies to a single working place Cancel Attention When installing a demo version of Anyform form software enter a O zero inste
44. herwise the Anyforw Template will be printed out without the image of the original paper form SmartForm GmbH CH 8304 Wallisellen page 17 April 2004 pg A A ARAM Form software User s manual Anyforw Form software General Advanced Printing Print Tuning M Print Images ODBC data printing f Curent row only O Fron first row C From current row Make sure by means of a test print that the defined fields are big enough to take up the data quantity required by the original paper form Only if this is the case you will have an appropriate AnyForm Template based on which you will be able to fill out and print out different data content as described in Chapter 6 and 7 of this User s Manual gt File Options Printing Activate or deactivate the option Print images with a click and confirm with OK gt File Print Confirm with OK The test form content will be printed out onto your copy of the original form For the print fine tuning go to Chapter 8 Print Adjusting Tip As soon as you have ascertained the appropriate values for your PC working place activate the option Use identical settings for all images with a click By doing so these values will be saved and from this mo ment on they will be automatically assigned to all A nyf orm forms which you create based on this specific AnyForm Template Therefore no further print tuning in the AnyForm Form will be necessary J JW Use ide
45. ick gt Field Tab Order This command calls a dialog field which allows changing the Tab order of existing fields Highlight the field to be moved und press either Up or Down gt Edit Copy Select the field which you want to copy by clicking the left mouse key the selected field appears in yellow and choose the Copy command The selected field s will be copied with all set defaults resp with all its defined attributes and font This command is very useful for forms which have many identical fields or field groups gt Edit Paste With the Paste Command the copied field s will be inserted in the Anyformtemplate with which you are actually working With the left mouse key you can drag the copied field s exactly to the desired position in the Anyform Template By clicking the left mouse key again the new position of the field s will be fixed definitely By using the four cursor keys you can move the selected field s up down to the left and to the right Use the four cursor keys if you want to drag the copied field s away from an other field Attention You can copy and paste various fields in one go It is also possible to copy all fields of an Aryform template and to paste them into an other Anyform template Click on the first and the last field of the respective A nyform tem plate with the left mouse key by holding down the SHIFT key at the same time SmartForm GmbH CH 8304 Wallisellen page 16 April 2004 pg
46. is form to your Anyform Template The last number plate at the bottom on the page bar indicates the current number of pages of your Any Form Template G AnyForm HCFAForm1450 aft Oj x File Edit View Page Field Arrange Database Window Help x 0 gH y Add Ctrl 4 a Insert Ctrl I Delete APPROVED OMB a E 3 PATIENT CONTROL NO First Gh Hhome flex ch PaDn F112 PATIENT NAME fo Ctrl End m AIENT ADURESS E DE in one 2 en ose a E SEE O AA SLUR A K a W M g i Save Image i i a H Load Image JH b tage Setup i rs ae Rotate Image by A Oo n Duum a VVVV With these commands or by clicking on to the numbered plates at the bottom of the page bar you can select the desired page in your AnyForm Template SmartForm GmbH CH 8304 Wallisellen page 13 April 2004 pg Form software User s manual AnyForm Form software 4 2 Importing graphical files into Anyform AnyForm allows the import of the following graphical file formats BMP GIF PNG TGA or JPEG gt Page Load Image ioxi File Edit view Page Field Arrange Database Window Help Hee Add Ctrl 4 Insert Ctrl I First Gtr Home Previous Gtr Pqup Next Gtrl PaDn Last Gtr End Acquire Ctrl Q Select Source Save Image Load Image Image Setup Rotate Image by 1 w E EA eee Load image from file Su
47. le fields AnyForm Test Field type ADDRESS TXT F_Address Text ADDRESS CHAR SOL F_Bonus Currency CITY CHAR SQL_VARCH F_City Text FIRST NAME CHAR SAL lt Bind ae sae e ID INTEGER SQL_INTEG _ T Catered NAME CHAR SGL_VARCH Swear F Name rest ZIP INTEGER SQL_INTEL F Note Text SALARY THT F_Salary Currency BONUS INTEGER SALIN F_Zip Number ID INTEGER SQL_INTEG INCOME INTEGER SOLI DALAR haii z aa 5 Espand All Cancel Help 10 3 17 Highlight the fields to be bound in both lists and press the Bind button The available AnyForm fields will be linked to the corresponding field of the im ported table Repeat this step for all required AnyfFormields In our exam ple we would bind all fields except F_Date Field11 and F_Note The same way you can unbind fields by pressing the Remove button After binding all necessary fields click OK SmartForm GmbH CH 8304 Wallisellen page 50 April 2004 pg Form software User s manual Anyform Form software Bind Database Columns Bindings Available fields NAME CHAR SOL_VARCH 4 Field type Ft F_Name Text J F_Date Date FFE ZIP INTEGER SQL_INTEL F_Note Text F_Zip Number SALARY TXT H BONUS INTEGER SQL_IF Ft F_Bonus Currency Remove gt ID INTEGER SQL_INTEG L INCOME INTEGER SQL_I Ets F Income Currency H SALARY INTEGER SQL_I Sis F_ Salary Currency
48. le name GF AnyForm Tax Reclaim R D1 Muster Datei Bearbeiten Ansicht Datenbank Fenster Hilfe lel x psat od 22 22222222 11_ a O NP 123 456 Reeve 999 99 999 999 Se Kartei6 aff a umlaut aff Save as hipe For Files aff Tener De sossgfrankut eser pO O mal ws L Dr cken Sie F1 f r Hilfe A LL a SmartForm GmbH CH 8304 Wallisellen page 25 April 2004 pg eS a ft A ARABI Form software User s manual Anyforw Form software 7 Printing your data 7 1 Printing the content of a form on to the original form There are different possibilities to print out a document with Anyformform software Mostly you will print only the content of a form onto the original paper form without the background image e g without the content of the template To get a valuable or legal document you have to feed your printer only with the original paper form k AnyForm Tax Reclaim R D1 Muster D a x amp Datei Bearbeiten Ansicht Datenbank Fenster Hilfe X l x Dsn teea R D1 Nat rliche Fersonzn i ienaa ATE E A f An das A a H EA pe mea et EE E oy T TAR nirag auf Erstattung der deutschan Abzugsteuern von Kapitele tragen 52222202 N Sone aienzee nach dem deutsch schwelzerischen Doppalbestevierungsabkommen 222 e D 53221 Bom vom 11 August 1971 Katsu t 89 123456 78 __ AAN AN AAN AAN trowe O lx Ssicnuvaste ect iuler Sare Vun Muster Hans S2vellm amp chtigt
49. mple examples to refine your query with SQL Other possibili ties for selecting filtering and sorting are available for a SQL expert Refer to the SQL manuals for further information 10 2 Preparing Access Database as ODBC Source Only one Access Database per Anyformitemplate or Anyformiorm but several tables can be used as data source We recommend creating all tables in the same ac cess database file You must perform the following actions to make available parts of an access database as ODBC data source 10 2 1 Create the desired access tables as shown in the example below Preferably use identical fields names as defined in AnyForm The assigned names of your access tables act as database table name when importing into Any form in our example Address and Salary SmartForm GmbH CH 8304 Wallisellen page 40 April 2004 pg A Form software User s manual AnyfForm Form software E Microsoft access atx Datei Bearbeiten Ansicht Einf gen Format Datens tze Extras Fenster M G GRY sees OEY ALIDA E MEE offen BE Entaurf ggneu X 2o T EE gF Objekte d Erstellt eine Tabelle in der Entwurfsansicht BB Tabellen d Erstellt eine Tabelle unter Verwendung des Assistenten Erstellt eine Tabelle in der Datenblattansicht ag Abfragen Address Salary E Formulare 1 M ller Richard Sch nstr 12 1234 Sch nbad 2 Wolf lrene VWunderstr 40 6789 Neudorf 3 Meier Anna Weinstr 1 1023 Altstadt
50. n order to page through the different records 10 2 17 In order to print out all data records choose the ODBC printing option From first row in the menu File Options Printing Advanced users select the command Database Sql Statement in order to check the created query in SQL context You can write your own filter here to select a subset of the database record if you are familiar with SQL WHERE ORDER BY SORT BY etc In our rather complex example with two database tables and a result of 9 instead of 3 records we have to define a relation between the two database tables Address and Salary As both tables contain the identical field ID we use the SQL clause WHERE Address ID Salary ID in order to create a correct relation Use the drag and drop method to copy the field names into your SQL clauses Check the results of your SQL clauses by pressing the button Execute or with the command Data base Execute Query lf your datasource contains only one database table there is no need to use the WHERE clause to link the tables However the clause can be used as a filter for data records With the SQL clause WHERE Address ID Salary ID and Salary Salary gt 110000 you only import records for persons with a salary above 110000 Use the SQL clause ORDER BY Address name asc in order to sort your record alpha betically SmartForm GmbH CH 8304 Wallisellen page 45 April 2004 pg a A Or Form software Use
51. nd not 21 3 2000 For changing field attributes see chapter 9 2 Important Always make sure that the field is big enough to take up the chosen date format SmartForm GmbH CH 8304 Wallisellen page 53 April 2004 pg Form software User s manual Anyforw Form software 11 3 How to deactivate an automatic macro formula Question How can deactivate an automatic calculation formula in the macro editor Answer 1 File New gt select AnyForm Form gt select Date type aft and choose the appropriate file gt command Edit click on Automatic Calculation to deacti vate this function With a further click you activate the function again 2 File Open gt select date type aff if you have already created a AnwForw form gt proceed as per chapter 9 5 11 4 Impossible to enter text in a form Question want to fill out a form but cannot enter in my form Answer You try to fill out a template file type aft where you can change field structures and attributes Close the template and proceed with File New and follow the steps described in chapter 6 11 5 Printout does not match with the original paper form Question The printout of the fields on the original paper form does not accurately match Answer We recommend to arrange the print tuning already in the Anyformtemplate Once you have assessed the correct y and x values which grant a precise print see chapter 8 save them in the template By acti
52. ng Scale image on paper If your printout is correctly positioned in the upper section but distorted in the lower section on the original paper form you can adjust the template with the function Scale image on paper The default values are set on 1000 o per mille Image increase decrease function y gt 1000 Image will be increased vertically x gt 1000 Image will be increased y lt 1000 4 horizontally Image will be decreased vertically x lt 1000 Image will be decreased gt horizontally 4 Image increase image decrease function either in horizontal Scale image X values or in vertical direction Scale image Y values Measure the distortion at the lower page bottom in mm SmartForm GmbH CH 8304 Wallisellen Correction approx 3 points per mm The printout appears 1 mm shorter than the original paper form Aim Change the vertical axe by increasing the value by 1 mm Scale image on paper 4 direction S00 1 200 1000 roe Y direction 600 1 200 1003 Correction Direction Y Value 1003 instead of 1000 0 The printout appears 2 mm longer than the original paper form Aim Change the vertical axe by decreasing the value by 2 mm Scale image on paper amp direction 800 1200 1000 ot f direction 800 1 200 994 ee page 29 April 2004 pg Form software User s manual Anyforw Form software Correction Direction Y Value
53. ntical settings for all images gt File Save as With the Save As command the new Anyforwm Template will be saved in the pre selected file directory The file will be saved with the file extension aft stands for AnyForm Template Example c AnyForm Exportforms Sample aft gt File Close Closes the Anyformtemplate file SmartForm GmbH CH 8304 Wallisellen page 18 April 2004 pg Form software User s manual Anyforw Form software 5 Calculating with and linking of fields 5 1 Calculation function Avyforwvallows you to link the fields you have defined before as per chapter 4 3 numerically figures or alphanumerically text with each other Therefore you can include the fields of your template for your defined calculations Note that a formula is not only limited to one page of a form but can include all num ber fields of a single Anyformiemplate from its first until its last page A formula which consists of linking different number fields arithmetically together is called Macro Field Macro Editor Opens the dialog box of the Macro Editor with which links between different number fields of an Anyformtemplate can be defined The below mentioned Commands are available in the Macro Editor dialog box wiht Space Delf Field names gt Save Saves changes in the macro an exits the Macro Editor dialog gt Import Replaces the content of a macro by the content of a text file which
54. ple Cardfile xls The file name can be browsed by means of the list fields Drive and Direc tory Press OK Select Workbook x Databaze Mame Directories OK Cardi ts ch anyform samples Cancel foc Ft Kartel xls Pragram Files Hel o gt SmartFom ae gt AnyForn i ead Onl Pa SAMPLES T List Files of Type Drives Excel Files xls B c Network 10 1 14 The dialog Select Datasources appears again Select the new created datasource Example AnyFormExcel und click OK SmartForm GmbH CH 8304 Wallisellen page 36 April 2004 pg A orw Form software User s manual Anyforw Form software Select Data Source x File Data Source Machine Data Source Description Link AnyFormn with Excel files BASE ay Been User Excel Dateien User Microsoft 4ccess Datenbank User Machine Data Source is specific to this machine and cannot be shared User data sources are specific to a user on this machine System data sources can be used by all users on this machine or by a system wide service OF Cancel Help Attention Alternatively you can create datasources with Start Control Panel Administration Datasources ODBC Use this panel to remove or change datasources The configuration of datasources may be different from the above said de pending on the ODBC version installed on your system Now we will allocate the created
55. r s manual Anyform Form software Ix Sql Statement SELECT clause OK SELECT Salar Bonus Address 4IP Salary Income Address City Address Name Address First name Salary Salary Address Address Cancel INTO F_ Bonus F_in F_Income F_City F_ Mame F_ Firstname F Salary F_Address FROM Address Salary Execute A Help tit Additinal clauses WHERE ORDER BY etc WHERE Address lD 5alary ID ORDER BY Address ame asc Columna AnyForm Accers F Date Date a Address F_Mote Text SPE Address WARACHAR SOL_VARCHA Field_11 Text City VARCHAR SOL_YVARCHAR First name VARCHAR SQL_YAARCE ID DOUBLE 3QL_DOUBLE Name VARCHAR cca F ZIP MOLIRI F col DOLARIN These are only a few simple examples to refine your query with SQL Other possibili ties for selecting filtering and sorting are available for a SQL expert Refer to the SQL manuals for further information 10 3 Preparing a text file as ODBC Source Only one folder resp directory but several text files therein per Anyformtemplate or Anyforwmform can be used as data source You must perform the following actions to make available a text file as ODBC data source SmartForm GmbH CH 8304 Wallisellen page 46 April 2004 pg Z A Et Form software User s manual Anyforw Form software 10 3 1 Create the desired table as a text file with rows and columns as shown in the example below The
56. to the other may be incorrect This command calls a dialog field which allows changing the Tab order of existing fields Highlight the field to be moved und press either Up or Down Important Note the difference between the functions Insert and New When creating a field with the function New it will be the last field to fill in while using the Tab Key to jump from one field to the other whereas the function Insert makes sure that you jump to the new field just before the marked field Tip If you do not find an answer to your question refer to the Help Menu or FAQ chapter 10 3 SmartForm GmbH CH 8304 Wallisellen page 33 April 2004 pg Z A a Torey Form software User s manual Anyform Form software 10 Using ODBC with AnyForm This chapter describes how to import information of external data sources Excel files Access databases into AnyForm fields by means of ODBC Open Database Connectivity ODBC is an interface for applications API which allows applications an access to many different database management systems ODBC must be installed on your PC in order to use the external data sources ODBC is not automatically installed with A nyfornvhowever in most cases it will be installed with Microsoft Office Start A nyformand open a form or a template If the menu Da tabase Data Source is active not grey ODBC is already installed on your PC Other wise you have to install ODBC from the AnyForm
57. vating the option Use identical settings for all images the correct values will be automatically applicable for all future Anyforwmforms which you create based on the respective AnyForww template 11 6 Further assistance to Anyform form software Question Where do get further assistance regarding questions with Anyforwm form software Answer For any further questions take a look into the comprehensive A nyformvhelp file SmartForm GmbH CH 8304 Wallisellen page 54 April 2004 pg A Form software User s manual Anyform Form software iol 2 File Edit wiew Database Window Help la x Osua e p C Contents Index Find x f T CONTROL z Click a book and then click Open Or click another tab such as Index as Jaco 2 se ea EN CU 12 PATIENT HAME Templates Ce Forms marmore hssexhews Menus at Start oe E i I Troubleshooting U T z a OSU HEN gt E Appendix FONT AGES 1 Print Cancel For Help press F1 SmartForm GmbH CH 8304 Wallisellen page 55 April 2004 pg Form software User s manual Anyform Form software 12 Technical support und service For specific questions in respect of forms and templates or other technical problems regarding Anyform form software contact our customer support by mailing to SmartForm GmbH Wallisellen support smartform com SmartForm GmbH CH 8304 Wallisellen page 56 April 2004 pg
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