When you create a new workflow type (not copied from an existing workflow type), and view the new form in the Form Designer, most (although not all) standard fields are visible and arranged in the pre-formatted form. Any new fields that you added on the Fields on Form tab display at the bottom of the form. You can use the Form Designer to re-arrange the fields to suit your specific needs and requirements.
With the Form Designer, you can do the following:
Make standard fields visible/hidden
Change, add, and move field labels
Set/change field properties (position, size, caption, hidden, required, and others)
Change the order of the tabs
The PM Compass reports are designed to print standard workflow types. If you add fields or columns to a workflow type, they will not display on the report. If you run a report for a workflow type that contains different information than the standard report, the report will fail. See Reports Overview for more information about reports.
Use the following areas to assist you in designing your tabs and fields:
Work with tabs explains how you can rearrange tabs on a screen by dragging and dropping the tab heading.
Work with fields explains how to, among other things, select, resize, and align fields. It also discusses tab sequencing, drop-down list fields, and command buttons.
Work with group boxes explains what a group box is, how to create a box, and how to add fields to that box.
Tab sequencing explains how PM Compass logically tabs through existing and new user-defined fields.
Locked, hidden, and required fields explains how to make fields locked, hidden, or required.
You can use the Form Designer to create your own online help topics for tabs. These help features allow your company to ensure better business rules, or specify more detailed instructions.
You can create help in one of the following ways:
Tool Tip — Use this feature to add help text to any of the fields on the tab. When a user hovers the mouse over the field, the text associated with the field displays. A tool tip consists of non-formatted text.
Help
Text icon — Use the Help Text
icon 
to provide users with
a customized help icon anywhere on any tab. The PM Compass rich text
editor allows you to associate custom formatted text with each icon.
When a user clicks the icon, the text displays on the screen.
To save your changes and return to the tab, click OK.
If you do not want to save the changes that you made, click Cancel.
See Form Designer Toolbar for a list of functions and options that you can use to design your tabs and screens.
The fields displayed on the tabs depend on the type of form you want to customize.
Learn about the Form Designer toolbar
Customize form elements using the Form Designer
Work with locked, hidden, or required fields