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DraftThis page is a draft and may contain incomplete or inaccurate information |
Custom forms can be imported into USAS
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and used for printing custom PDF transaction records like Purchase Orders, Disbursements, Receipts, etc. To create a custom form, users would create their own word template and upload it to the Report Manager. Some Templates are available below.
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Customize Template Form in Word
A custom form can be created using MailMerge fields in a Word Template document. The default templates posted found below can also be modified in Word to create custom forms.Click here for Technical Documentation about XDocReports and notes on creating fields in a Word template.
Templates for USAS-R transactions:
Examples of Templates
Example of Default Disbursement Template
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Example of a customized template
Example of a printed custom template
Create Forms in Report Manager
In the Report Manager, use the Create Form option to add custom forms to USAS
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Report Name - Will be what users see when they select the form to use for printing.
Description - Will be visible in the Reports Manager grid (optional).
Tag -
A user defined wayAn optional field that a user may define to categorize
reports. Can be utilized to filter records within the grid (optionaland filter reports on the Reports grid. (i.e. Forms)
Entity Type - Select the Entity type that corresponds with the Form that is being added (ex. Disbursement, Receipt, etc.)
Filename - Click Select Form and select the custom form file from your computer.
Click on to Save the Form or Cancel to exit. Once saved, the custom form will show in the Reports Manager grid.
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If non-Admin users need to use this form for printing, use the share icon to grant access to other USAS Roles. |
Use Custom Forms when Printing Transactions
When printing transactions to PDF, users will have an option to select the form to be used from a drop down list. The drop down option will appear after selecting "PDF."
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Crosswalk of Redesign to Classic Token Names
Crosswalk of Direct Deposit Notification
The tokens need to be entered exactly how they are listed below. The Property names are case-sensitive.
Disbursement
Purchase Order
Requisition
Receipt
Refund
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Example of Field Updates in Word
When editing the template forms in Word, "Fields" are used with the USAS property names. For official documentation on how to use Fields in Microsoft Word, please refer to the Microsoft Support/Documentation. Provided below are examples of what this may look like using USAS fields.
Adding a Field
Add Field to document using the keyboard shortcut or by menu navigation:
Keyboard shortcut Ctrl+F9, right-click on the field and select Edit Field .
Navigate to Insert->Quick Parts->Field
From the Field names: menu, scroll down and select MergeField.
Add a FreeMarker style tag ${value} in Field name: under the Field properties section and click OK.
i.e. ${d.amount}
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Editing a Field
Right-click on the field and select Edit Field
Edit Field name value
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Click OK and save document