Legal Notices &RS\ULJKW E\ 6FDQ6RIW ,QF $OO ULJKWV UHVHUYHG 1R SDUW RI WKLV SXEOLFDWLRQ PD\ EH WUDQVPLWWHG WUDQVFULEHG UHSURGXFHG VWRUHG LQ DQ\ UHWULHYDO V\VWHP RU WUDQVODWHG LQWR DQ\ ODQJXDJH RU FRPSXWHU ODQJXDJH LQ DQ\ IRUP RU E\ DQ\ PHDQV PHFKDQLFDO HOHFWURQLF PDJQHWLF RSWLFDO FKHPLFDO PDQXDO RU RWKHUZLVH ZLWKRXW SULRU ZULWWHQ FRQVHQW IURP WKH /HJDO 'HSDUWPHQW DW 6FDQ6RIW ,QF &HQWHQQLDO 'ULYH 3HDERG\ 0DVVDFKXVHWWV 3ULQWHG LQ WKH 8QLWHG 6WDWHV RI $PHULFD DQG LQ WKH
Contents Welcome :KDW LV 2PQL)RUP )LOOHU" 2PQL)RUP )LOOHU )HDWXUHV 8VLQJ 7KLV *XLGH &RQYHQWLRQV $GGLWLRQDO ,QIRUPDWLRQ Chapter 1 Chapter 2 Installation and Setup 6\VWHP 5HTXLUHPHQWV 8SJUDGLQJ IURP D 3UHYLRXV 9HUVLRQ RI 2PQL)RUP )LOOHU ,QVWDOOLQJ 2PQL)RUP )LOOHU 6WDUWLQJ 2PQL)RUP )LOOHU Working with Forms 2SHQLQJ D )RUP IRU )LOOLQJ 0RYLQJ 7KURXJK )LHOGV RQ D )RUP :RUNLQJ ZLWK 'LIIHUHQW )LHOG 7\SHV )LOODEOH 7H[W )LHOGV &RPE )LHOGV
&LUFOH 7H[W )LHOGV 7DEOH )LHOGV )LOODEOH *UDSKLF )LHOGV 'URS 'RZQ /LVW )LHOGV 'LJLWDO 6LJQDWXUH )LHOGV 9HULI\LQJ 'LJLWDO 6LJQDWXUH )LHOGV )LHOGV ZLWK 9DOLGDWLRQ 6HWWLQJV )LHOGV 'HILQHG E\ &DOFXODWLRQV 8VLQJ WKH 7\SH $KHDG )HDWXUH 6KULQNLQJ 7H[W WR )LW )LHOGV $GGLQJ )LOH $WWDFKPHQWV WR )RUP 5HFRUGV (QWHULQJ 'DWD $XWRPDWLFDOO\ ZLWK 8VHU 3URILOHV $GGLQJ 'DWD WR 8VHU 3URILOHV (QWHULQJ 'DWD $XWRPDWLFDOO\ ZLWK &OLHQW 3URILOHV Chapter 3 LY &RQWHQWV
Chapter 4 ([SRUWLQJ 'DWD ,PSRUWLQJ 'DWD 3URWHFWLQJ 'DWD Technical Information 7URXEOHVKRRWLQJ 6ROXWLRQV WR 7U\ )LUVW /RZ 0HPRU\ 3UREOHPV /RZ 'LVN 6SDFH 3UREOHPV 2PQL)RUP )LOOHU &RPSDWLELOLW\ DQG /LPLWV 6XSSRUWHG 'DWDEDVHV 6XSSRUWHG *UDSKLF )RUPDWV 2PQL)RUP )LOOHU /LPLWV 8QLQVWDOOLQJ 2PQL)RUP )LOOHU Index Y
YL &RQWHQWV
Welcome :HOFRPH WR 2PQL)RUP )LOOHU70 IURP 6FDQ6RIW ,QF 7KLV XVHU·V JXLGH LV LQWHQGHG IRU WKH SHUVRQ ZKR ZLOO EH ILOOLQJ RXW HOHFWURQLF IRUPV DQG PDQDJLQJ IRUP GDWD UHFRUGV LQ DQ 2PQL)RUP GDWDEDVH ,W SURYLGHV \RX ZLWK LQVWDOODWLRQ DQG VHWXS LQVWUXFWLRQV WDVN RULHQWHG LQVWUXFWLRQV IRU ILOOLQJ DQG PDQDJLQJ IRUPV DQG WHFKQLFDO LQIRUPDWLRQ What is OmniForm Filler? 2PQL)RUP )LOOHU DQG 2PQL)RUP·V )RUP )LOOHU YLHZ PDNH LW HDV\ WR ILOO DQG PDQDJH HOHFWURQLF IRUPV
Note 7KLV JXLGH LV GHVLJQHG WR EH XVHG ZLWK ERWK WKH VWDQGDORQH 2PQL)RUP )LOOHU DSSOLFDWLRQ DQG WKH )RUP )LOOHU YLHZ WKDW LV SDUW RI WKH IXOO YHUVLRQ RI 2PQL)RUP 7KHVH ERWK VKDUH WKH VDPH XVHU LQWHUIDFH DQG IHDWXUHV OmniForm Filler Features 7KH IROORZLQJ LV D OLVW RI IHDWXUHV WKDW DUH DYDLODEOH ZLWK 2PQL)RUP )LOOHU DQG 2PQL)RUP·V )RUP )LOOHU YLHZ )RUP )LOOLQJ
Using This Guide 7KLV JXLGH DVVXPHV WKDW \RX DUH IDPLOLDU ZLWK EDVLF :LQGRZV RSHUDWLRQV DQG FDQ LQVWDOO DQG VHW XS GHYLFHV VXFK DV VFDQQHUV DQG SULQWHUV ,W LV RUJDQL]HG LQWR WKH IROORZLQJ FKDSWHUV ◆ &KDSWHU ³ ,QVWDOODWLRQ DQG 6HWXS 3URYLGHV LQVWUXFWLRQV IRU LQVWDOOLQJ 2PQL)RUP )LOOHU RQ \RXU FRPSXWHU
Additional Information ,Q DGGLWLRQ WR WKLV XVHU·V JXLGH \RX FDQ XVH WKH IROORZLQJ UHVRXUFHV WR OHDUQ DERXW 2PQL)RUP :HOFRPH ◆ 2QOLQH +HOS ³ 3URYLGHV WKH PRVW FRPSUHKHQVLYH LQIRUPDWLRQ RQ 2PQL)RUP IHDWXUHV VHWWLQJV DQG SURFHGXUHV &KRRVH 2PQL)RUP )LOOHU +HOS RU 2PQL)RUP +HOS LQ WKH +HOS PHQX 2U SUHVV WKH ) NH\ ◆ 2PQL)RUP 8VHU·V *XLGH ³ ,QWURGXFHV \RX WR WKH EDVLFV RI XVLQJ 2PQL)RUP·V IRUP GHVLJQ DQG GLVWULEXWLRQ WRROV SURYLGHG ZLWK WKH IXOO 2PQL)RUP YHUVLRQ RQO\ ◆ 5HOHDVH 1RWHV ³
Chapter 1 Installation and Setup 7KLV FKDSWHU GHVFULEHV KRZ WR LQVWDOO DQG JHW VWDUWHG XVLQJ 2PQL)RUP )LOOHU VRIWZDUH ,W LQFOXGHV WKH IROORZLQJ WRSLFV ◆ 6\VWHP 5HTXLUHPHQWV ◆ 8SJUDGLQJ IURP D 3UHYLRXV 9HUVLRQ RI 2PQL)RUP )LOOHU ◆ ,QVWDOOLQJ 2PQL)RUP )LOOHU ◆ 6WDUWLQJ 2PQL)RUP )LOOHU Note
System Requirements 7KHVH DUH WKH PLQLPXP V\VWHP UHTXLUHPHQWV WR LQVWDOO DQG UXQ 2PQL)RUP )LOOHU Note 3HUIRUPDQFH DQG VSHHG ZLOO EH HQKDQFHG LI \RXU FRPSXWHU·V SURFHVVRU PHPRU\ DQG DYDLODEOH GLVN VSDFH H[FHHG WKH PLQLPXP UHTXLUHPHQWV ◆ &RPSXWHU ZLWK D 3HQWLXP RU KLJKHU SURFHVVRU ◆ :LQGRZV & :LQGRZV 6( :LQGRZV :LQGRZV 0( RU :LQGRZV 17 ◆ 0% RI IUHH KDUG GLVN VSDFH ◆ 6\VWHP PHPRU\ RI DW OHDVW 0% 5$0 ◆ 69*$ PRQLWRU ZLWK DW OHDVW FRORUV DQG [ SL[HO UHVROXWLRQ
&KDSWHU Installing OmniForm Filler 2PQL)RUP )LOOHU·V VHWXS SURJUDP WDNHV \RX WKURXJK WKH HQWLUH LQVWDOODWLRQ ZLWK LQVWUXFWLRQV RQ WKH VFUHHQ IRU HYHU\ VWHS ▼ %HIRUH LQVWDOOLQJ 2PQL)RUP )LOOHU ◆ /RJ LQWR \RXU FRPSXWHU ZLWK DGPLQLVWUDWRU SULYLOHJHV LI \RX DUH LQVWDOOLQJ RQ :LQGRZV DQG :LQGRZV 17 ◆ %DFN XS \RXU 2PQL)RUP )RUPV ◆ 8QLQVWDOO DQ\ SUHYLRXV YHUVLRQV RI 2PQL)RUP )LOOHU ◆ &ORVH DOO RWKHU DSSOLFDWLRQV HVSHFLDOO\ DQWL YLUXV VRIWZDUH ▼ 7R LQVWDOO 2PQL)RUP )LOOHU ,QVHUW 2PQL
)ROORZ WKH LQVWDOODWLRQ LQVWUXFWLRQV RQ HDFK VFUHHQ %\ GHIDXOW 2PQL)RUP )LOOHU ILOHV DUH LQVWDOOHG LQ WKLV IROGHU ORFDWLRQ F ?SURJUDP ILOHV?VFDQVRIW?RPQLIRUP ILOOHU
&KDSWHU &OLFN WKH 2SHQ EXWWRQ RU FKRRVH 2SHQ LQ WKH )LOH PHQX WR RSHQ D IRUP ,I \RX KDYH IRUPV IURP D SUHYLRXV YHUVLRQ RI 2PQL)RUP \RX FDQ RSHQ WKHP LQ WKLV YHUVLRQ 2PQL)RUP DOVR KDV D QXPEHU RI VDPSOH IRUPV WKDW \RX FDQ RSHQ LQ WKH 6DPSOH )RUPV IROGHU 7KH 6DPSOH )RUPV IROGHU ORFDWLRQ GHSHQGV RQ \RXU RSHUDWLQJ V\VWHP 7KH YHU\ ILUVW WLPH \RX XVH WKH 2SHQ FRPPDQG 2PQL)RUP GHIDXOWV WR WKLV IROGHU $IWHU \RX RSHQ D IRUP PRUH 2PQL)RUP WRROV DSSHDU RQ WKH GHVNWRS Standard buttons appear f
,QVWDOODWLRQ DQG 6HWXS
Chapter 2 Working with Forms 7KLV FKDSWHU GHVFULEHV KRZ WR ZRUN ZLWK IRUPV LQ 2PQL)RUP )LOOHU DQG 2PQL)RUP·V )RUP )LOOHU YLHZ ,W LQFOXGHV WKH IROORZLQJ WRSLFV ◆ 2SHQLQJ D )RUP IRU )LOOLQJ ◆ 0RYLQJ 7KURXJK )LHOGV RQ D )RUP ◆ :RUNLQJ ZLWK 'LIIHUHQW )LHOG 7\SHV ◆ 8VLQJ WKH 7\SH $KHDG )HDWXUH ◆ 6KULQNLQJ 7H[W WR )LW )LHOGV ◆ $GGLQJ )LOH $WWDFKPHQWV WR )RUP 5HFRUGV ◆ (QWHULQJ 'DWD $XWRPDWLFDOO\ ZLWK 8VHU 3URILOHV ◆ (QWHULQJ 'DWD $XWRPDWLFDOO\ ZLWK &OLHQW 3URILOHV ◆ 6SHOO &K
Opening a Form for Filling
&KDSWHU Moving Through Fields on a Form $IWHU RSHQLQJ D IRUP LQ 2PQL)RUP )LOOHU RU 2PQL)RUP·V )RUP )LOOHU YLHZ FOLFN LQ DQ\ ILHOG WR SODFH WKH FXUVRU WKHUH DQG VWDUW HQWHULQJ WKH GHVLUHG LQIRUPDWLRQ
Working with Different Field Types $Q 2PQL)RUP )RUP FDQ KDYH D ORW RI GLIIHUHQW ILHOG W\SHV 7KH IROORZLQJ LOOXVWUDWLRQ VKRZV DQ H[DPSOH RI VRPH RI WKH FRPPRQ ILHOGV \RX PLJKW ILQG ZKHQ ILOOLQJ RXW IRUPV fillable text fields (see page 21) circle text field (see page 22) table with fillable text fields (see page 23) comb field (see page 21) signature field (see page 26) auto-calculation field (see page 28) check boxes (see page 22) )RU LQIRUPDWLRQ RQ GHVLJQLQJ WKHVH W\SHV RI ILHOGV LQ 2PQL)RUP VHH
&KDSWHU Fillable Text Fields
Check Box Fields &KHFN ER[HV DUH FRPPRQO\ XVHG IRU
&KDSWHU Table Fields $ WDEOH ILHOG FRQVLVWV RI LQGLYLGXDO FHOOV ZKLFK DUH JHQHUDOO\ ILOODEOH WH[W ILHOGV
▼ 7R LPSRUW DQ H[LVWLQJ JUDSKLF &OLFN WKH ILOODEOH JUDSKLF ILHOG 7KH )LOO *UDSKLF GLDORJ ER[ DSSHDUV 6HOHFW *UDSKLF )LOH LQ WKH 6RXUFH GURS GRZQ OLVW (QWHU D ILOH QDPH LQ WKH )LOH 1DPH WH[W ER[ 2U FOLFN %URZVH WR ORFDWH WKH ILOH 6HOHFW WKH GHVLUHG VL]H DQG RWKHU VHWWLQJV IRU WKH JUDSKLF &OLFN +HOS WR JHW PRUH LQIRUPDWLRQ RQ WKH DYDLODEOH VHWWLQJV &OLFN 2.
&KDSWHU 7\SH D ILOH QDPH LQ WKH )LOH 1DPH WH[W ER[ 7KH JUDSKLF ZLOO EH VDYHG ZLWK WKLV ILOH QDPH DIWHU LW LV VFDQQHG 6HOHFW WKH GHVLUHG VL]H DQG RWKHU VHWWLQJV IRU WKH JUDSKLF &OLFN +HOS WR JHW PRUH LQIRUPDWLRQ RQ WKH DYDLODEOH VHWWLQJV 3ODFH WKH SDJH ZLWK WKH JUDSKLF LQ \RXU VFDQQHU PDNLQJ VXUH LW LV DOLJQHG FRUUHFWO\ &OLFN 2. 2PQL)RUP VFDQV WKH JUDSKLF LQWR WKH IRUP ILHOG Tip 7R GHOHWH D JUDSKLF DQG OHDYH WKH ILOODEOH JUDSKLF ILHOG HPSW\ FOLFN WKH ILHOG DQG WKHQ VHOHFW 1
Digital Signature Fields $ GLJLWDO VLJQDWXUH ILHOG DOORZV \RX WR ORFN VSHFLILF ILHOGV RQ D IRUP XVLQJ D SDVVZRUG 7KLV DXWKHQWLFDWHV D IRUP DQG SURWHFWV LWV GDWD IURP XQDXWKRUL]HG PRGLILFDWLRQ )RU H[DPSOH DQ H[SHQVH UHSRUW IRUP PLJKW UHTXLUH D VLJQDWXUH 2QFH ´VLJQHG µ FHUWDLQ ILHOGV RQ WKH IRUP VXFK DV H[SHQVHG LWHPV PLJKW EH ORFNHG
&KDSWHU Verifying Digital Signature Fields 'LJLWDO VLJQDWXUH ILHOGV DUH RQO\ RI YDOXH LI \RX FDQ YHULI\ WKDW WKH VLJQDWXUHV DUH YDOLG $IWHU D GLJLWDO VLJQDWXUH ILHOG LV VLJQHG WKH DXWKHQWLFDWLRQ SURFHVV WULHV WR YHULI\ WKH VLJQDWXUH WR HQVXUH WKDW LW LV YDOLG ▼ 7R VHH WKH YHULILFDWLRQ VWDWXV RI D VLJQHG GLJLWDO VLJQDWXUH ILHOG 2SHQ WKH IRUP LQ 2PQL)RUP )LOOHU 2U FOLFN WKH )RUP )LOOHU WDE LQ 2PQL)RUP &KRRVH )LHOG 6HFXULW\ LQ WKH 9LHZ PHQX LI LW LV QRW DOUHDG\ WXUQHG RQ ,FRQV DSSHDU
Note
&KDSWHU Using the Type Ahead Feature $V \RX EHJLQ WR HQWHU D ZRUG RQ D IRUP 2PQL)RUP FDQ DXWRPDWLFDOO\ FRPSOHWH WKH ZRUG IRU \RX LI WKHUH LV SUHYLRXVO\ ILOOHG LQIRUPDWLRQ WKDW PDWFKHV WKH ZRUG \RX DUH HQWHULQJ )RU H[DPSOH LI \RX KDG SUHYLRXVO\ HQWHUHG WKH QDPH -RKQ LQ D ILHOG DV VRRQ DV \RX HQWHU - LQ DQRWKHU ILHOG 2PQL)RUP ZRXOG DXWRPDWLFDOO\ HQWHU -RKQ IRU \RX ▼ 7R WXUQ WKH W\SH DKHDG IHDWXUH RQ RU RII &KRRVH 2SWLRQV LQ WKH 7RROV PHQX 7KH 2SWLRQV GLDORJ ER[ DSSHDUV &OLFN WKH )
Adding File Attachments to Form Records
&KDSWHU &OLFN 2SHQ 7KH VHOHFWHG ILOH LV DWWDFKHG DQG DQ LFRQ LV GLVSOD\HG IRU LW LQ DQ DWWDFKPHQW ZLQGRZ EHORZ WKH IRUP An icon represents the file attachment. Doubleclick it to open the file in its own application. Right-click the icon to open, save, or remove the attachment. An attachment icon in the status bar indicates when form records have attachments.
Entering Data Automatically with User Profiles $ 8VHU 3URILOH LV D FRQYHQLHQW IHDWXUH WKDW UHPHPEHUV DQG VWRUHV LQIRUPDWLRQ DERXW \RX ZKHQ \RX DUH ILOOLQJ RXW D IRUP 7KLV LQIRUPDWLRQ FDQ WKHQ EH HQWHUHG DXWRPDWLFDOO\ HDFK WLPH \RX ILOO RXW IRUPV IRU \RXUVHOI 7KLV H[DPSOH LOOXVWUDWHV KRZ D 8VHU 3URILOH ZRXOG ZRUN WR DXWRPDWLFDOO\ LQVHUW \RXU QDPH LQWR D IRUP In Form Designer: ① When the form is designed, its Name field is linked to the Full Name User Profile Field.
&KDSWHU ▼ 7R FUHDWH D 8VHU 3URILOH &KRRVH (GLW 8VHU 3URILOHV LQ WKH 3URILOHV PHQX &OLFN 1HZ Select this option if you want data to be added automatically to the User Profile when it is first entered. (Subsequent changes would not be added automatically.) Type the desired name for your User Profile. 7\SH D QDPH IRU \RXU 8VHU 3URILOH DQG FOLFN 2. (QWHULQJ 'DWD $XWRPDWLFDOO\ ZLWK 8VHU 3URILOHV
&OLFN 2. LQ WKH FRQILUPDWLRQ GLDORJ ER[ 7KH (GLW 8VHU 3URILOHV GLDORJ ER[ QRZ OLVWV \RXU QHZ 8VHU 3URILOH The new User Profile is listed. Click Edit to open the selected User Profile and add data to it directly. &OLFN (GLW WR HGLW WKH 8VHU 3URILOH GLUHFWO\ 6HH WKH QH[W VHFWLRQ IRU PRUH LQIRUPDWLRQ &OLFN &ORVH WR FORVH WKH GLDORJ ER[ 7KH 8VHU 3URILOH LV QRZ VHOHFWDEOH IRU DQ\ IRUP E\ XVLQJ WKH 6HOHFW 8VHU 3URILOH ! >8VHU 3URILOH QDPH@ FRPPDQG LQ WKH 3URILOHV PHQX Note 8VHU 3URILOH
&KDSWHU &OLFN
▼ 7R DGG GDWD WR D 8VHU 3URILOH GLUHFWO\ &KRRVH (GLW 8VHU 3URILOHV LQ WKH 3URILOHV PHQX 7KH (GLW 8VHU 3URILOHV GLDORJ ER[ DSSHDUV Select the User Profile you want to edit and click Edit.
&KDSWHU 6HOHFW WKH 8VHU 3URILOH \RX ZDQW WR HGLW DQG FOLFN (GLW 7KH VHOHFWHG 8VHU 3URILOH DSSHDUV Click the page numbers to get to different types of data fields. $ 8VHU 3URILOH IRUP ORRNV YHU\ VLPLODU WR D UHJXODU 2PQL)RUP )RUP ,W FRQWDLQV D VWDQGDUGL]HG OLVW RI FRPPRQO\ XVHG ILHOGV (QWHU WKH GHVLUHG LQIRUPDWLRQ LQ WKH ILHOGV WKDW \RX ZDQW WR EH UHPHPEHUHG
Entering Data Automatically with Client Profiles $ &OLHQW 3URILOH LV D FRQYHQLHQW IHDWXUH WKDW UHPHPEHUV DQG VWRUHV LQIRUPDWLRQ DERXW RWKHU SHRSOH VXFK DV \RXU FXVWRPHUV HPSOR\HHV DQG IDPLO\ PHPEHUV 7KLV LQIRUPDWLRQ FDQ WKHQ EH HQWHUHG DXWRPDWLFDOO\ HDFK WLPH \RX ILOO RXW IRUPV RQ WKHLU EHKDOI )RU H[DPSOH LI \RX KDYH FXVWRPHUV IRU ZKRP \RX KDYH WR ILOO RXW IRUPV \RX FDQ FUHDWH D &OLHQW 3URILOH WKDW UHPHPEHUV DQG VWRUHV VSHFLILF LQIRUPDWLRQ IRU HDFK FXVWRPHU (DFK WLPH \RX QHHG WR ILOO D IRUP IRU
&KDSWHU ▼ 7R VHW XS ILHOGV RQ D IRUP VR WKDW WKH\ FDQ UHFHLYH &OLHQW 3URILOH LQIRUPDWLRQ 2SHQ WKH IRUP LQ 2PQL)RUP )LOOHU 2U FOLFN WKH )RUP )LOOHU WDE LQ 2PQL)RUP 6HOHFW D ILHOG RQ WKH IRUP WKDW \RX ZDQW WR VHW XS WR UHFHLYH &OLHQW 3URILOH LQIRUPDWLRQ If you have the full version of OmniForm, click the Form Filler tab. For example, you might want to set up the First Name field on this form to receive information from Client Profiles. (QWHULQJ 'DWD $XWRPDWLFDOO\ ZLWK &OLHQW 3URILOHV
&KRRVH /LQN )LHOG WR &OLHQW 3URILOH LQ WKH 3URILOHV PHQX
&KDSWHU 7\SH D QDPH IRU WKH &OLHQW 3URILOH ILHOG WKDW \RX ZDQW WR OLQN ZLWK WKH VHOHFWHG IRUP ILHOG 2U LI WKHUH LV DQ H[LVWLQJ &OLHQW 3URILOH ILHOG WKDW \RX ZDQW WR OLQN WR VHOHFW LW LQ WKH OLVW ER[ 7KH QDPH WKDW \RX HQWHU ZLOO EHFRPH SDUW RI \RXU PDVWHU OLVW RI &OLHQW 3URILOH ILHOGV DQG ZLOO EH VHOHFWDEOH IRU IXWXUH IRUPV )RU H[DPSOH LI WKH IRUP ILHOG LV IRU D SHUVRQ·V ILUVW QDPH \RX PLJKW HQWHU &3B)LUVW 1DPH DV WKH &OLHQW 3URILOH ILHOG QDPH Example of a Client Profile field name.
Note 7R WXUQ RII D &OLHQW 3URILOH ILHOG OLQN ULJKW FOLFN WKH ILHOG DQG FKRRVH 8QOLQN )LHOG IURP &OLHQW 3URILOH ▼ 7R FUHDWH D &OLHQW 3URILOH DQG DSSO\ LW WR D IRUP UHFRUG 2SHQ WKH IRUP LQ 2PQL)RUP )LOOHU 2U FOLFN WKH )RUP )LOOHU WDE LQ 2PQL)RUP )LHOGV WKDW KDYH EHHQ VHW XS WR UHFHLYH &OLHQW 3URILOH LQIRUPDWLRQ DUH KLJKOLJKWHG LQ JUHHQ ZKHQ +LJKOLJKW &OLHQW 3URILOH )LHOGV LV WXUQHG RQ LQ WKH 3URILOHV PHQX 6HH SDJH IRU LQIRUPDWLRQ RQ VHWWLQJ XS ILHOGV The green color of this field indi
&KDSWHU &KRRVH $SSO\ &OLHQW 3URILOH LQ WKH 3URILOHV PHQX 7KH $SSO\ &OLHQW 3URILOH GLDORJ ER[ DSSHDUV Select this option to create a new Client Profile. Type a name for your Client Profile here. Client Profiles that you have already created appear here. Select this option to keep your Client Profile turned on so that it is automatically applied to each new form record that you open. 6HOHFW &UHDWH DQG DSSO\ QHZ &OLHQW 3URILOH DQG W\SH WKH GHVLUHG QDPH IRU WKH &OLHQW 3URILOH LQ WKH ER[ EHORZ
▼ 7R DSSO\ DQ H[LVWLQJ &OLHQW 3URILOH WR D IRUP UHFRUG 2SHQ WKH IRUP LQ 2PQL)RUP )LOOHU 2U FOLFN WKH )RUP )LOOHU WDE LQ 2PQL)RUP )LHOGV WKDW KDYH EHHQ VHW XS WR UHFHLYH &OLHQW 3URILOH LQIRUPDWLRQ DUH KLJKOLJKWHG LQ JUHHQ ZKHQ +LJKOLJKW &OLHQW 3URILOH )LHOGV LV WXUQHG RQ LQ WKH 3URILOHV PHQX &KRRVH $SSO\ &OLHQW 3URILOH LQ WKH 3URILOHV PHQX 7KH $SSO\ &OLHQW 3URILOH GLDORJ ER[ DSSHDUV Client Profiles that you have already created appear here.
&KDSWHU ▼ 7R DGG GDWD WR D &OLHQW 3URILOH 2SHQ WKH IRUP LQ 2PQL)RUP )LOOHU 2U FOLFN WKH )RUP )LOOHU WDE LQ 2PQL)RUP )LHOGV WKDW KDYH EHHQ VHW XS WR UHFHLYH &OLHQW 3URILOH LQIRUPDWLRQ DUH KLJKOLJKWHG LQ JUHHQ ZKHQ +LJKOLJKW &OLHQW 3URILOH )LHOGV LV WXUQHG RQ LQ WKH 3URILOHV PHQX The green color of this field indicates that it has been set up with a Client Profile field. ,I \RX KDYH QRW DOUHDG\ GRQH VR DSSO\ D &OLHQW 3URILOH WR WKLV IRUP 6HH SDJH IRU PRUH LQIRUPDWLRQ %H VXUH WR D
(QWHU LQIRUPDWLRQ LQ D ILHOG WKDW KDV EHHQ VHW XS WR UHFHLYH &OLHQW 3URILOH LQIRUPDWLRQ 7KH LQIRUPDWLRQ WKDW \RX HQWHU LQWR WKH ILHOG LV DXWRPDWLFDOO\ DGGHG WR WKH FXUUHQW &OLHQW 3URILOH ,I \RX PRGLI\ WKH LQIRUPDWLRQ ODWHU WKH PRGLILHG LQIRUPDWLRQ LV DXWRPDWLFDOO\ XSGDWHG LQ WKH &OLHQW 3URILOH 5HSHDW VWHS XQWLO \RX KDYH DGGHG WKH GHVLUHG GDWD WR WKH &OLHQW 3URILOH ▼ 7R WXUQ RII D &OLHQW 3URILOH WKDW LV DVVRFLDWHG ZLWK D IRUP UHFRUG &KRRVH $SSO\ &OLHQW 3URILOH LQ WKH 3URILOHV PH
&KDSWHU &OLFN 2. 2Q \RXU IRUP D UHG ZDY\ OLQH DSSHDUV XQGHU SRVVLEO\ PLVVSHOOHG ZRUGV DQG GRXEOH HQWULHV 5LJKW FOLFN DQ HUURU DQG VHOHFW WKH GHVLUHG FRUUHFWLRQ IURP WKH PHQX WKDW DSSHDUV ▼ 7R VSHOO FKHFN \RXU IRUP &OLFN WKH 6SHOOLQJ EXWWRQ RU FKRRVH 6SHOOLQJ LQ WKH 7RROV PHQX 7KH 6SHOOLQJ GLDORJ ER[ DSSHDUV DQG GLVSOD\V WKH ILUVW TXHVWLRQDEOH ZRUG The suggested spelling, if there is one, appears in the Change To text box.
Tip &KRRVH 6DYH $V LQ WKH )LOH PHQX LI \RX ZDQW WR VDYH D IRUP WR DQRWKHU ORFDWLRQ RU ZLWK D GLIIHUHQW ILOH QDPH Printing Forms ▼ 7R SULQW \RXU IRUP &OLFN WKH 3ULQW EXWWRQ RU FKRRVH 3ULQW LQ WKH )LOH PHQX 7KH 3ULQW GLDORJ ER[ DSSHDUV If you have the full version of OmniForm, these options appear only if you are printing from Form Filler view. If you are printing Form and Data or Data Only, select the records you want to print.
&KDSWHU &OLFN 2. WR VWDUW SULQWLQJ 2PQL)RUP SULQWV \RXU IRUP ZLWK WKH VHOHFWHG VHWWLQJV Emailing Forms
Specifying What You Want to Email :KHQ \RX HPDLO D IRUP IURP 2PQL)RUP )LOOHU RU 2PQL)RUP·V )RUP )LOOHU YLHZ \RX KDYH WKH FKRLFH RI VHQGLQJ LW LQ WKH IROORZLQJ ZD\V ◆ EODQN 2PQL)RUP )RUP ◆ 2PQL)RUP )RUP DQG GDWD ◆ GDWD RQO\ ▼ 7R VHQG D IRUP DV DQ HPDLO DWWDFKPHQW 2SHQ WKH IRUP WKDW \RX ZDQW WR VHQG ,I \RX KDYH WKH IXOO YHUVLRQ RI 2PQL)RUP DQG ZDQW WR VHQG IRUP GDWD FOLFN WKH )RUP )LOOHU WDE &KRRVH 6HQG LQ WKH )LOH PHQX /RJ LQWR \RXU HPDLO DSSOLFDWLRQ LI \RX DUH SURPSWHG WR
&KDSWHU Adding a Routing Slip ,I \RX DUH D 0LFURVRIW ([FKDQJH RU 2XWORRN XVHU \RX FDQ DGG D URXWLQJ VOLS WR HPDLO 3OHDVH VHH \RXU 0LFURVRIW GRFXPHQWDWLRQ IRU PRUH LQIRUPDWLRQ RQ URXWLQJ VOLSV ▼ 7R DGG D URXWLQJ VOLS 2SHQ WKH IRUP WKDW \RX ZDQW WR VHQG &KRRVH $GG 5RXWLQJ 6OLS LQ WKH )LOH PHQX 7KH $GG 5RXWLQJ 6OLS GLDORJ ER[ DSSHDUV 6HOHFW WKH UHFLSLHQWV DQG RWKHU URXWLQJ LQIRUPDWLRQ
:RUNLQJ ZLWK )RUPV
Chapter 3 Working with OmniForm Databases (YHU\ 2PQL)RUP )RUP LV DXWRPDWLFDOO\ VHW XS ZLWK D VHDUFKDEOH GDWDEDVH 7KLV FKDSWHU GHVFULEHV KRZ WR ZRUN ZLWK 2PQL)RUP GDWDEDVHV ,W LQFOXGHV WKH IROORZLQJ WRSLFV ◆ $ERXW 2PQL)RUP 'DWDEDVHV ◆ 0RYLQJ 7KURXJK 5HFRUGV LQ D 'DWDEDVH ◆ &UHDWLQJ 1HZ 5HFRUGV ◆ 'XSOLFDWLQJ ([LVWLQJ 5HFRUGV ◆ 6HDUFKLQJ 5HFRUGV ◆ 6RUWLQJ 5HFRUGV ◆ 5HFDOFXODWLQJ 5HFRUGV ◆ 'HOHWLQJ 5HFRUGV ◆ 6HWWLQJ 8S DQ 2PQL)RUP 'DWDEDVH WR %H 6KDUHG ◆ 5HIUHVKLQJ 5HFRUGV LQ D 6KDUHG )
About OmniForm Databases (YHU\ 2PQL)RUP )RUP KDV LWV RZQ 2PQL)RUP GDWDEDVH DVVRFLDWHG ZLWK LW $Q 2PQL)RUP GDWDEDVH LV D FROOHFWLRQ RI LQIRUPDWLRQ VWRUHG DV LQGLYLGXDO UHFRUGV (DFK UHFRUG XVHV WKH VDPH IRUP GHVLJQ EXW FDQ FRQWDLQ GLIIHUHQW LQIRUPDWLRQ LQ LWV ILHOGV 7KH ILUVW WLPH \RX RSHQ D IRUP DQG ILOO RXW LQIRUPDWLRQ LW EHFRPHV WKH ILUVW UHFRUG LQ WKH GDWDEDVH $Q\RQH ZLWK DFFHVV WR WKH IRUP FDQ FUHDWH QHZ UHFRUGV LQ LW 6HH SDJH IRU LQIRUPDWLRQ RQ FUHDWLQJ UHFRUGV Click the New Record butt
&KDSWHU Moving Through Records in a Database ,I DQ 2PQL)RUP GDWDEDVH KDV PRUH WKDQ RQH UHFRUG \RX FDQ XVH WKH 5HFRUG EXWWRQV LQ WKH ILOO WRROEDU RU WKH *R 7R FRPPDQGV LQ WKH 5HFRUGV PHQX WR PRYH WKURXJK WKH GDWDEDVH UHFRUGV Goes to previous record. Goes to first record. Displays the current record number. Type the number of the record you want to view and press Enter. Goes to next record. Creates new record. Goes to last record.
(QWHU WKH GHVLUHG LQIRUPDWLRQ LQ WKH UHFRUG 2PQL)RUP DXWRPDWLFDOO\ VDYHV IRUP UHFRUGV DV \RX ILOO WKHP RXW 6DYLQJ RFFXUV DIWHU YDULRXV DFWLRQV VXFK DV PRYLQJ IURP RQH UHFRUG WR DQRWKHU SULQWLQJ RU FORVLQJ D IRUP DQG EHIRUH LPSRUWLQJ RU H[SRUWLQJ GDWD Duplicating Existing Records
&KDSWHU ▼ 7R VHDUFK IRU UHFRUGV 2SHQ D IRUP LQ 2PQL)RUP )LOOHU 2U RSHQ D IRUP LQ 2PQL)RUP DQG FOLFN WKH )RUP )LOOHU WDE &KRRVH 6HDUFK LQ WKH 5HFRUGV PHQX 7KH 6HDUFK GLDORJ ER[ DSSHDUV 6HOHFW WKH ILHOG WKDW \RX ZDQW WR VHDUFK LQ WKH )LHOG 1DPH GURS GRZQ OLVW 7KLV LV WKH ILHOG WKDW FRQWDLQV WKH LQIRUPDWLRQ \RX ZDQW WR ILQG $OO WKH ILHOGV LQ \RXU IRUP DUH OLVWHG KHUH 6HOHFW D FRQGLWLRQ LQ WKH &RQGLWLRQ GURS GRZQ OLVW $ FRQGLWLRQ GHVFULEHV KRZ WR ORRN IRU LQIRUPDWLRQ HQWHUH
&OLFN 2. WR EHJLQ WKH VHDUFK 2PQL)RUP VHDUFKHV DQG UHWULHYHV DOO UHFRUGV WKDW FRQWDLQ WKH LQIRUPDWLRQ \RX VSHFLILHG LQ WKH 6HDUFK GLDORJ ER[ 7KH VHDUFK UHVXOWV DUH UHSRUWHG GLUHFWO\ DERYH WKH IRUP DQG WKH DFWLYH UHFRUG VHW VZLWFKHV WR MXVW WKH IRXQG UHFRUGV After a search, the record set switches to just the found records. Use the Record buttons to move through the found set. Click Clear Search to return to the full record set. Search results appear here. In this case, two records were found.
&KDSWHU Sorting Records
Recalculating Records 5HFDOFXODWLQJ UHFRUGV DSSOLHV DQ\ QHZ RU FKDQJHG FDOFXODWLRQV WR VHOHFWHG UHFRUGV LQ D GDWDEDVH 8QWLO \RX UHFDOFXODWH UHFRUGV QHZ RU FKDQJHG FDOFXODWLRQV DSSO\ RQO\ WR QHZ UHFRUGV )RU LQIRUPDWLRQ RQ FUHDWLQJ FDOFXODWLRQV LQ UHFRUGV VHH WKH 2PQL)RUP 8VHU·V *XLGH )RU H[DPSOH VXSSRVH \RX FKDQJHG WKH PLOHDJH FDOFXODWLRQ LQ DQ H[SHQVH IRUP WR UHIOHFW WKH ODWHVW UDWH $OO QHZ UHFRUGV ZRXOG XVH WKH QHZ FDOFXODWLRQ DQG UHIOHFW WKLV UDWH
&KDSWHU ◆ Note 6HOHFW )URP 7R DQG HQWHU D UDQJH WR DSSO\ WKH QHZ RU FKDQJHG FDOFXODWLRQ WR D UDQJH RI UHFRUGV )RU H[DPSOH HQWHULQJ LQ WKH )URP WH[W ER[ DQG LQ WKH 7R WH[W ER[ ZRXOG UHFDOFXODWH WKH ILUVW ILYH UHFRUGV LQ \RXU GDWDEDVH RU IRXQG VHW
▼ 7R GHOHWH D VSHFLILF VHW RI UHFRUGV 2SHQ D IRUP LQ 2PQL)RUP )LOOHU 2U RSHQ D IRUP LQ 2PQL)RUP DQG FOLFN WKH )RUP )LOOHU WDE &OLFN 6HDUFK LQ WKH 5HFRUGV PHQX WR ILQG WKH VSHFLILF UHFRUGV WR GHOHWH 6HH SDJH IRU PRUH LQIRUPDWLRQ RQ VHDUFKLQJ IRU UHFRUGV $IWHU ILQGLQJ WKH GHVLUHG UHFRUGV FKRRVH 'HOHWH $OO 5HFRUGV LQ WKH 5HFRUGV PHQX 7KLV GHOHWLRQ RQO\ DSSOLHV WR WKH IRXQG VHW &OLFN
&KDSWHU Refreshing Records in a Shared Form ,I \RX DUH VKDULQJ DQ 2PQL)RUP GDWDEDVH ZLWK RWKHU XVHUV \RX FDQ UHIUHVK UHFRUGV WR VHH LI WKH\ KDYH EHHQ XSGDWHG E\ RWKHUV ZKLOH \RX DUH ZRUNLQJ RQ LW ▼ 7R UHIUHVK D UHFRUG RU UHFRUGV 2SHQ D IRUP LQ 2PQL)RUP )LOOHU 2U RSHQ D IRUP LQ 2PQL)RUP DQG FOLFN WKH )RUP )LOOHU WDE &KRRVH 5HIUHVK 5HFRUG RU 5HIUHVK $OO 5HFRUGV LQ WKH 5HFRUGV PHQX 7KHVH FRPPDQGV DUH DYDLODEOH RQO\ LI WKH IRUP KDV EHHQ VHW XS WR EH VKDUHG 2PQL)RUP FKHFNV WR VHH LI UH
▼ 7R H[SRUW LQIRUPDWLRQ 2SHQ D IRUP LQ 2PQL)RUP )LOOHU 2U RSHQ D IRUP LQ 2PQL)RUP DQG FOLFN WKH )RUP )LOOHU WDE &KRRVH ([SRUW 'DWD LQ WKH )LOH PHQX &OLFN 1HZ WR VWDUW WKH H[SRUW SURFHVV Previously saved export selections appear in this list. Click New to start your export. 7KH ([SRUW 6HWXS GLDORJ ER[ DSSHDUV Note :RUNLQJ ZLWK 2PQL)RUP 'DWDEDVHV ,QVWDOOHG 2'%& GDWDEDVH GULYHUV DSSHDU LQ WKH $YDLODEOH 'DWD 6RXUFHV OLVW ER[ ZKHQ \RX VHOHFW 2'%& 'DWDEDVH LQ WKH ([SRUW 7R GURS
&KDSWHU 6HOHFW ZKHUH \RX ZDQW WR H[SRUW \RXU GDWD LQ WKH ([SRUW 7R GURS GRZQ OLVW DQG FOLFN 2. 7KH W\SH RI GLDORJ ER[ WKDW DSSHDUV QH[W GHSHQGV RQ WKH W\SH RI GDWDEDVH ILOH \RX VHOHFWHG )RU H[DPSOH WKH ([SRUW $V GLDORJ ER[ DSSHDUV LI \RX VHOHFWHG WR H[SRUW WR DQ 2PQL)RUP 'DWDEDVH The default file name uses the currently open OmniForm database. You can change this file name if desired. (QWHU WKH GHVLUHG QDPH IRU \RXU H[SRUWHG GDWD ILOH DQG FOLFN 6DYH 7KH ([SRUW GLDORJ ER[ DSSHDUV Click
5HSHDW VWHS XQWLO \RX DUH ILQLVKHG VHOHFWLQJ WKH GHVLUHG ILHOGV 7KHQ FOLFN 2. 7KH ([SRUW 'DWD GLDORJ ER[ DVNV \RX ZKDW \RX ZDQW WR GR QH[W Tip :KHQ \RX H[SRUW GDWD IURP 2PQL)RUP \RX FDQ VDYH DQG UHXVH \RXU H[SRUW VHOHFWLRQV IRU IXWXUH H[SRUWV 7KLV ZLOO VDYH \RX WLPH ZKHQHYHU \RX QHHG WR H[SRUW GDWD IURP 2PQL)RUP 7R VDYH \RXU VHWWLQJV GXULQJ H[SRUW FOLFN 6DYH LQ VWHS RI WKLV SURFHGXUH &OLFN 5XQ WR VWDUW H[SRUWLQJ WKH GDWD DV VSHFLILHG &OLFN 6DYH LI \RX ZDQW WR VDYH WKH H[SRUW VHWW
&KDSWHU ▼ 7R XVH VDYHG H[SRUW VHWWLQJV 2SHQ D IRUP LQ 2PQL)RUP )LOOHU 2U RSHQ D IRUP LQ 2PQL)RUP DQG FOLFN WKH )RUP )LOOHU WDE &KRRVH ([SRUW 'DWD LQ WKH )LOH PHQX Click Delete to remove the selected saved export settings. Previously saved export selections appear on this list. Click Edit to modify the selected saved export settings. 6HOHFW WKH QDPH RI WKH H[SRUW VHWWLQJV ILOH WKDW \RX ZDQW WR XVH &OLFN 5XQ 7KH 5XQ 6DYHG ([SRUW ,QIRUPDWLRQ GLDORJ ER[ DSSHDUV &OLFN 2.
▼ 7R LPSRUW GDWD LQWR DQ 2PQL)RUP GDWDEDVH 2SHQ D IRUP LQ 2PQL)RUP )LOOHU 2U RSHQ D IRUP LQ 2PQL)RUP DQG FOLFN WKH )RUP )LOOHU WDE ,I \RX DUH JRLQJ WR LPSRUW IURP DQRWKHU 2PQL)RUP GDWDEDVH PDNH VXUH WKDW WKH 2PQL)RUP ILOH LV FORVHG &KRRVH ,PSRUW 'DWD LQ WKH )LOH PHQX 7KH ,PSRUW 6HWXS GLDORJ ER[ DSSHDUV 6HOHFW WKH W\SH RI GDWDEDVH LQIRUPDWLRQ WR LPSRUW LQ WKH ,PSRUW )URP GURS GRZQ OLVW &OLFN 2. 7KH W\SH RI GLDORJ ER[ WKDW DSSHDUV QH[W GHSHQGV RQ WKH W\SH RI GDWDEDVH ILOH
&KDSWHU /RFDWH DQG VHOHFW WKH 2PQL)RUP ILOH \RX ZDQW WR LPSRUW DQG FOLFN 2SHQ 0RUH GLDORJ ER[HV PD\ DSSHDU GHSHQGLQJ RQ WKH GDWDEDVH VRXUFH \RX VHOHFWHG 6HOHFW WKH DSSURSULDWH RSWLRQV )RU H[DPSOH WKH ,PSRUW GLDORJ ER[ DSSHDUV DIWHU \RX VHOHFW DQ 2PQL)RUP ILOH Fields in the open OmniForm database appear on the left. Click Range to specify a range of records to import. Otherwise, OmniForm imports all records. Click Auto to automatically link all fields with the same name.
Protecting Data $Q\ FKDQJH PDGH WR D IRUP·V GHVLJQ DIIHFWV DOO UHFRUGV LQ LWV GDWDEDVH )RU H[DPSOH LI VRPHRQH GHOHWHV D ILOODEOH WH[W ILHOG DOO WKH LQIRUPDWLRQ HQWHUHG IRU WKDW ILHOG LQ DOO IRUP UHFRUGV ZLOO EH GHOHWHG 7KHUHIRUH \RX PLJKW ZDQW WR SURWHFW D IRUP·V GHVLJQ DQG GDWD IURP EHLQJ DOWHUHG HVSHFLDOO\ LI LW LV JRLQJ WR EH VKDUHG E\ PXOWLSOH SHRSOH ,I \RX KDYH WKH IXOO YHUVLRQ RI 2PQL)RUP \RX FDQ RSHQ D IRUP LQ )RUP 'HVLJQHU DQG FKRRVH 3URWHFWLRQ LQ WKH 7RROV PHQX WR WXUQ RQ VHWWLQJV W
Chapter 4 Technical Information 7KLV FKDSWHU SURYLGHV WURXEOHVKRRWLQJ WLSV DQG RWKHU WHFKQLFDO LQIRUPDWLRQ DERXW XVLQJ 2PQL)RUP )LOOHU 3OHDVH DOVR ORRN LQ WKH 5HOHDVH 1RWHV +HOS WRSLFV DQG 6FDQ6RIW :HE SDJHV ZZZ VFDQVRIW FRP IRU XSGDWHG LQIRUPDWLRQ DERXW 2PQL)RUP ,W LQFOXGHV WKH IROORZLQJ WRSLFV ◆ 7URXEOHVKRRWLQJ ◆ 2PQL)RUP )LOOHU &RPSDWLELOLW\ DQG /LPLWV ◆ 8QLQVWDOOLQJ 2PQL)RUP )LOOHU
Troubleshooting $OWKRXJK 2PQL)RUP )LOOHU LV GHVLJQHG WR EH HDV\ WR XVH SUREOHPV VRPHWLPHV RFFXU 0DQ\ RI WKH HUURU PHVVDJHV FRQWDLQ VHOI H[SODQDWRU\ GHVFULSWLRQV RI ZKDW WR GR FKHFN FRQQHFWLRQV FORVH RWKHU DSSOLFDWLRQV WR IUHH XS PHPRU\ DQG VR RQ 6RPHWLPHV WKDW LV DOO WKH WURXEOHVKRRWLQJ KHOS \RX QHHG 3OHDVH VHH \RXU :LQGRZV GRFXPHQWDWLRQ IRU LQIRUPDWLRQ RQ RSWLPL]LQJ \RXU V\VWHP DQG DSSOLFDWLRQ SHUIRUPDQFH Solutions to Try First 7U\ WKHVH VROXWLRQV LI \RX H[SHULHQFH SUREOHPV VWDUWLQJ RU XVLQJ 2
&KDSWHU ◆ ,QFUHDVH \RXU FRPSXWHU·V SK\VLFDO PHPRU\ 5$0 0RUH PHPRU\ RSWLPL]HV 2&5 SHUIRUPDQFH 6HH &KDSWHU IRU PRUH LQIRUPDWLRQ Low Disk Space Problems 3UREOHPV PD\ RFFXU LI \RXU V\VWHP UXQV ORZ RQ IUHH GLVN VSDFH 7U\ WKHVH VROXWLRQV IRU ORZ GLVN VSDFH SUREOHPV ◆ (PSW\ WKH :LQGRZV 5HF\FOH %LQ ◆ &ORVH DOO RSHQ DSSOLFDWLRQV DQG GHOHWH WKH 703 ILOHV LQ WKH 7HPS IROGHU 7KLV IROGHU LV XVXDOO\ ORFDWHG LQ \RXU :LQGRZV IROGHU ◆ 5XQ 6FDQ'LVN IRU :LQGRZV RU 0( RU &KHFN 'LVN IRU :LQGRZV
Supported Graphic Formats 2PQL)RUP )LOOHU FDQ LPSRUW WKH IROORZLQJ ILOH W\SHV IRU ILOODEOH JUDSKLF ILHOGV ◆ %03 ◆ *,) ◆ -3(* ◆ 3&; ◆ 7,)) ◆ 0DFLQWRVK 3,&7 OmniForm Filler Limits 7KH IROORZLQJ DUH OLPLWV LQ 2PQL)RUP )LOOHU )RUPV RSHQ DW RQH WLPH 5HFRUGV LQ D GDWDEDVH RU DSSUR[LPDWHO\ 0% RI GDWD DFURVV DOO UHFRUGV Uninstalling OmniForm Filler 6RPHWLPHV XQLQVWDOOLQJ DQG WKHQ UHLQVWDOOLQJ 2PQL)RUP )LOOHU ZLOO VROYH D SUREOHP Note 7R XQLQVWDOO IURP :LQGRZV 17 RU :LQGRZV
Index A DGPLQLVWUDWRU SULYLOHJHV UHTXLUHG IRU LQVWDOODWLRQ UHTXLUHG IRU XQLQVWDOODWLRQ DWWDFKLQJ ILOHV WR IRUP UHFRUGV – DWWDFKPHQWV WR IRUP UHFRUGV – YLHZLQJ C FDOFXODWLRQV LQ ILHOGV FKHFN ER[ ILHOGV ILOOLQJ FLUFOH WH[W ILHOGV ILOOLQJ &OLHQW 3URILOHV DGGLQJ GDWD WR DSSO\LQJ H[LVWLQJ WR IRUPV FUHDWLQJ DQG DSSO\LQJ WR IRUPV HQWHULQJ GDWD DXWRPDWLFDOO\ ZLWK – VHWWLQJ XS ILHOGV IRU FRPE ILHOGV ILOOLQJ FRS\LQJ UHFRUGV FUHDWLQJ QHZ UHFRUGV – D GDWD D
IRUPV VHH DOVR UHFRUGV DWWDFKLQJ ILOHV WR – &OLHQW 3URILOHV DGGLQJ GDWD WR &OLHQW 3URILOHV DSSO\LQJ H[LVWLQJ SURILOH WR &OLHQW 3URILOHV FUHDWLQJ DQG DSSO\LQJ &OLHQW 3URILOHV IRU DXWRPDWLF GDWD HQWU\ – HPDLOLQJ – PRYLQJ WKURXJK ILHOGV RQ RSHQLQJ , SULQWLQJ SURWHFWLQJ GHVLJQ DQG GDWD UHIUHVKLQJ VKDUHG VDYLQJ VHWWLQJ XS ILHOGV IRU &OLHQW 3URILOH LQIRUPDWLRQ VKDULQJ LQ GDWDEDVH – VSHOO FKHFNLQJ – 8VHU 3URILOHV DGGLQJ GDWD WR – 8VHU 3URILOHV I
VWDUWLQJ 2PQL)RUP VXSSRUW VHH 7URXEOHVKRRWLQJ V\VWHP PHPRU\ UHTXLUHG IRU LQVWDOODWLRQ V\VWHP UHTXLUHPHQWV W :LQGRZV DGPLQLVWUDWRU SULYLOHJHV IRU LQVWDOODWLRQ :LQGRZV 17 DGPLQLVWUDWRU SULYLOHJHV IRU LQVWDOODWLRQ T WDEOH ILHOGV ILOOLQJ WURXEOHVKRRWLQJ GDWDEDVHV VXSSRUWHG GLVN VSDFH SUREOHPV , JUDSKLF IRUPDWV VXSSRUWHG PHPRU\ SUREOHPV 2PQL)RUP )LOOHU OLPLWDWLRQV 6FDQ6RIW :HE VLWH VROXWLRQV WR WU\ ILUVW VXSSRUW DYDLODEOH XQLQVWDOOLQJ 2PQL)RUP )LOOHU
,QGH[