Create an E-Form Type

E-form types are used as templates when you design e-forms to accommodate your requirements. You must create an e-form type before you can create an e-form.

To create an e-form type:

1. Under the Setup menu group, go to E-Forms > E-Form Types.
2. Click +New E-Form Type.
3. In the New E-Form Type dialog box that displays:
   1. Enter the name of your e-form type in the Name field.
      This is a required field.
   2. Enter a description if needed.
   3. Click Create.
      Maconomy displays the created e-form type in the workspace.
4. In the Remarks card, enter a title for each Remark field needed for your e-form type.
5. In the Amounts card, enter a title for each Amount field needed for your e-form type.
6. In the Employees card, enter a title for each Employee field needed for your e-form type.
7. In the Option Lists card, enter a title for each Option List field needed for your e-form type.
8. In the Dates card, enter a title for each Date field needed for your e-form type.
9. In the Yes/No card, enter a title for each Yes/No field needed for your e-form type.
10. In the Integers card, enter a title for each Integer field needed for your e-form type.
11. In the Popups card, enter a title for each Popup field needed for your e-form type.
12. In the Booleans card, enter a title for each Boolean field needed for your e-form trype.
13. Click Save.