Creating Data Entry Forms

Each BarTender document has a default data entry form, accessible by clicking the Form tab available at the bottom of the design area. To enable this form so that it appears at print-time, you simply need to create at least one control or object on the form.

In addition to the default form, each document can also support any number of additional forms that you require.

ClosedTo create a basic data entry form

The steps in the following procedure create a simple data entry form with a text input box using the default form provided. Using this example, you can learn the basic steps of putting a control on the form and viewing the results with print preview.

  1. In the Template Design view, add a new text object to your template.

  2. Click the Form tab at the bottom of the design area to switch to the Data Entry Form view. Alternatively, select Data Entry Form from the View menu.

  3. From the Create menu, click Data Entry Control and select Text Input Box. Alternatively, click the icon on the object toolbar and select Text Input Box.

  4. Click the location on the data entry form where you want to place the text input box. This action places the control on the form.

  5. In the Data Sources pane of the Toolbox, expand the Template Object Data Sources node.

  6. Locate the text object that you created on the template, and expand its node.

  7. Click on and drag the data source for that template object to the text input box on the data entry form, linking the data source to the control.

  8. Click on the main toolbar to launch print preview.

  9. When your data entry form opens, enter sample text into the text input box control and click the Preview button to view how your printed item(s) would appear.

  10. Click Close from the print preview toolbar to return to the Data Entry Form view.

The data entry form supports many types of controls for data entry, and each can be configured to meet your data entry requirements. Available controls are described in Creating Controls and Objects.

ClosedTo add additional data entry forms to your document

  1. At the bottom of the design area (either the Template Design view or Data Entry Form view), click the tab. Alternatively, select Insert Form from the context menu of an existing Template or Form tab.

  2. Using the secondary mouse button, click the tab of the new data entry form and select Rename from the context menu to open the Rename dialog and update the name on the tab.

  3. Create controls and objects on the form to customize it.

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