Creating Calendar Printable Forms

You can create calendar printable forms to define different formats to use when printing information from the calendar. You can print the information for a given day or just print specific activity types or items for specific assignees.

Summary:

1. Start with a blank form or copy an existing form
2. Add fields
3. Fine tune the format
4. Print the form

Detailed Instructions:

1. Go to Calendar > Edit Settings and click on OR copy an existing Calendar Form Template, by clicking on the form template name and selecting "Duplicate Form Template..."
2. Add fields to the form by clicking on the form and selecting from the Data Type below:
   • Job Activity Info - Print fields from your database from the job and account. After selecting this data type you will be presented with a drop-down list of fields to choose from.
   • Static Text - allows you to type in any text you want to appear on the form
   • Separator - for section headers to make the form more readable
   • Static Image - attach a file with the image you want to display. (The image file must have an extension of .bmp, .gif, .jpg, .jpeg, .png)
3. Modify the Format
   • Add a logo to the header by clicking on the form and selecting Edit Header... Click on to the right of Logo and select <New Logo File>. Navigate to the logo file and click OK (The logo file must have an extension of .bmp, .gif, .jpg, .jpeg, .png)
   • Move a field by clicking on it and dragging it to a new location. Display multiple fields on a single row by clicking on a field and dragging it to the left or right of another field until you see
   • Click to change the form width and set default values for borders, label position, font, text color and background color
   • Double-click on a field to change the style settings or 'hide field when blank'. Click to make style changes to multiple fields
   • Select which Address lines are included by editing the field and clicking
   • Select which material details are included such as serial number by editing the Activity Material field and clicking
   • Delete a field by clicking on it and selecting Delete. Click to delete multiple fields
4. Print the form
   1. Go to Calendar > View Calendar
   2. Click on and make your selections:
      • Date - select the start date
      • Activity Types - select specific activities or leave blank to print data for all activities
      • Assign To - select specific assignees or leave blank to print data for all assignees
      • Number of Days - select the number of days to print
      • Page Breaks - select the criteria for page breaks
      • Job Activity Packet - click the radio button to select a job activity packet
        OR
      • Calendar Form - click the radio button and select a calendar printable form and job forms to print
   3. Print the form from your web browser. (File > Print) If necessary, change your web browser print settings to prevent the URL or other text from printing at the top or bottom of the page and to adjust the margins.