Lesson 21-- Custom Layouts
Goldenseal small business software includes a simple graphics environment where you can change the appearance of almost anything that you print or see on the screen.
This lesson shows you how to create custom layouts for your reports, printed forms and data entry windows.
You may need to make adjustments to the check printing form, so it lines up correctly on the checks that you use.
To change a printed form, follow these steps:
To create a new printed form, follow these steps:
HINT: You can create up to 12 different print forms for each class of transaction.
HINT: To save time, use the Select All command to select the fields in a layout that is similar to the one you are creating. Choose Copy from the Edit menu, switch to the new layout, and then choose Paste from the Edit menu.
To select an item in a layout, click on it. A selected item gets small square 'selection handles' at each corner.
To select multiple items, hold down the Shift key as you click on each field, or drag a 'selection rectangle' around a block of fields.
To select all items in a layout, choose Select All from the Edit menu.
To add some space at the top of the balance sheet report, follow these steps:
HINT: If you don't like the change, choose Undo Move from the Edit menu.
To add your company logo to the balance sheet, follow these steps:
For more about logos in Special Topics, click here.
To change the size of a layout item such as the company logo, follow these steps:
To change the size of a report or printed form, click on the bottom right corner of the layout, and drag it to a new location.
You can also choose Layout Size & Margins from the Options menu, and set the page size, print orientation and page margins. It also allows you to print more than one record on a page (e.g. for mailing labels).
To move and resize layout text in a report, follow these steps:
To change the appearance of any layout text, follow these steps:
To add new text to a report, follow these steps:
To change the text in an existing text field, double-click on it. You'll see a text edit box where you can change the text.
To add a simple graphic item to the report, follow these steps:
The graphics tools in Goldenseal are limited to simple objects (text, lines, rectangles, rounded rectangles and ovals/circles).
For more complex graphics, add items that you have created in another program, or that you get from a clip art collection. Goldenseal can handle most common graphic formats.
To add graphics to a layout, follow these steps:
When you are creating a layout, you'll often want to have several items lined up with each other. To do so, follow these steps:
HINT: If you don't like the results of the alignment, choose Undo from the Edit menu.
When layout items overlap, the 'front' item hides any item that is behind it. Each new graphic item that you add to the layout starts out in front of all other items.
To change the way graphics overlap each other, follow these steps:
NOTE: The front-and-back order is also used in data entry layouts to determine tab order (see page 132).
Choose Report Display from the Options menu to limit the controls that are active on the Report screen. You can control the display of the date range, item range and breakdown popup menus.
HINT: You might want to turn off the controls that are not useful for a report. It may be less confusing for those who use the report.
Goldenseal allows you to change the contents of any data entry window. To change data layouts, choose Custom Layouts from the Options menu, and choose Accounts, Lists or Transactions from the submenu.
To add a field to a data entry layout, follow these steps:
In Account, List and Transaction layouts, most fields are required, but some fields can be removed from the layout if you don't need them.
To remove a field, follow these steps:
NOTE: If you remove a field from the layout, the data in that field will still be stored in each record. You just won't see it on the screen.
You can add a custom field to any account or transaction. A custom field stores an additional 'piece' of data for each record. You can use custom fields exactly the same as standard fields when you enter data, use the Find command, or make reports.
WARNING: Adding a custom field makes a permanent addition to all data records. Once you have added a custom field, you can't remove it.
To add a new custom field to the Customer account, follow these steps:
To see information about any field in a layout, select it, then choose Field Properties from the Format menu.
HINT: You can also double-click on a field to see its properties.
To change the field's location or size, type in new numbers.
HINT: You can be more precise about setting a field's size or location when you type in a number instead of dragging it with the mouse.
To change the 'help text' that appears on the right side of the window when the mouse is in this field, type in different text.
To set the field so it can't be changed, turn off the Editable checkbox. You might want to do that for the record number field.
To set the field so it cannot be blank, turn on the Required Value checkbox.
To change the way dates are displayed, click on any date field and choose Date & Time Format from the Format menu.
HINT: You can show dates in a wide variety of formats. You can also use the System date format from the Date & Time Control Panel.
To change the appearance of numbers and currency values, click on any number or money field, then choose Number Format from the Format menu.
Goldenseal allows you to set the use of currency symbols, thousands dividers and pennies. You can also set the handling for negative numbers, and the coloring of positive andnegative values.
HINT: Goldenseal uses standard currency symbols, thousands dividers and decimal point characters. Set them in the Numbers Control Panel (Macintosh) or the Regional Options Control Panel (Windows).
To change the borders of a data entry field, follow these steps:
To change the border color or pattern, select the field and use the color and pattern palettes next to the pen (below the tool palette on the left side of the screen).
The order in which fields are selected when you press the Tab key is determined by the 'front to back' order.
HINT: In data entry layouts, a small number in the upper right corner shows the tab order for each editable field.
To move a field earlier in the tab order, choose Move Forward or Move To Front from the Format menu. To move it later in the tab order, choose Move Backward or Move to Back.
To set the background color for any layout, choose Background Color from the Options menu.
This lesson has shown you how to use the Custom Layouts command to change the way Goldenseal looks. You might want to take a break now to consider what life would be like if everything had a customizable interface.
Need a different nose? No problem. Just choose Custom Layout from the Options menu, select the Nose tool, then click and drag for a new size and shape. Use the color box to give it any of 256 custom colors.