Question 1

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1. Why won't my cell preferences stay when I create a new report?

UAAR has the ability to change default formatting for forms when they are added to the container. By default these changes are not saved. You can change a setting so you will be prompted to save formatting changes.

This setting is found under the menu item Edit > Preferences > Application. Choose the "Saving" tab of the dialog and then check the "Always ask if you want to save formatting changes to Forms Library" box.

Preferences Window

Next, open an empty report container (File > New > Empty Form Container). Using the Forms Library, add the forms where you need different formatting. Change the cell preferences to meet your needs.

When you are finished with your changes you can close the report. You will be prompted to save "Untitled Container 1". You can select the "Don't Save" option. You will then be prompted with the following dialog:

If you choose "Yes" for this option, your cell preferences will be saved. Each time you add that form to a report the cells will be formatted with your changes.

If you want defaults set for the DataLog, you can make changes to the Sales Sheet. Because the same form is used for entering data and reports, your changes will appear in both the report and the DataLog. This is different from the "Save as Default" option in the DataLog. That option will affect only the DataLog and your changes will not be saved when the sale is transferred into a report.

Notes:

1. It is recommended that you un-check the option to save formatting changes after you have your forms set up to meet your needs. This will prevent the prompt from appearing for changes that are specific to a single report. For example, if the font size is made smaller on a cell to fix a long name on a report.
2. Existing templates will not be changed. Any templates that you are using will not reflect the changes you have saved. Those templates are saved with the cell preferences set when the template was created. The changes you saved will be applied only when you add a new form from the Forms Library or transfer a sale into a report. If you need your template updated you can open the template, delete the changed forms, re-add the forms from the Forms Library, and save the template.
3. Existing reports will not be changed. Existing reports will not be changed for the same reason that templates are not changed. Cell Preferences are saved with the reports.
4. When saving formatting changes, the results are written to the Forms Library. By default, the Forms Library is stored here:
C:\program files\agware\clickforms\Forms Library
A backup of the form is created when formatting changes are saved. By default the back is placed here:
C:\program files\agware\clickforms\Forms Backup
It is possible to restore the backup file to undo your changes if necessary. If you need to restore a form, we recommend you call AgWare Support to assist with the process.

For more information on this issue, please contact us at AgWare, Inc.