Search HTML Forms
Forms is a way for customers to utilize HTML for data entry in lieu of the standard Project Log Entry screen.
Each Project Management Category can use a different HTML entry form, and everything from the layout, styling, and fields can be customized. Spectrum includes a set of HTML forms for use with the standard categories, though these can also be customized in a number of ways.
This window is accessed from the window when the 'Entry Method' is set to 'Use HTML form'.
At the 'Search' field, press Enter to display a list of all standard and custom pre-defined forms.
Click New to upload a custom form. Enter a code for the form and a description and then click the 'Edit file' Upload button to load the fillable file and use the 'Print file' Upload button to load the printable version of the file. More info The web application uses two different forms: an Edit version, which includes form elements and data entry components, and a Print version, which is a display-only representation of the data. The Print version of the form follows strict HTML rules because it eventually gets processed by an XHTML parser in order to render it as a PDF. Separating the Print duties into its own file frees up the Edit version from adhering to the very strict rules of our HTML-to-PDF conversion process.
Highlight a form and select the Delete button to remove any form from the system. If the form is in use by another category or in another company the form will need to be replaced by another form before the deletion is allowed.
