Printing with Intelligent Forms

A form must be in production (i.e., the file must be live) in order to print it. If a user attempts to print a form that is not live, BarTender Cloud displays an error.

When a user clicks the Preview button in Intelligent Forms, the Forms Preview dialog displays.

  • On the left-hand side of the dialog, the user can preview the form and any conditional components or filters defined for the form.

  • From the right-hand side, the user can print the label attached to the form.

    • Select the printer to use, the number of copies to print and, if more than one is attached to the form, which label to print.

    • Preview the selected label. This preview only displays the first label in the series but can be refreshed when changes are made to the fields on the form.

ClosedTo preview a form

Preview forms that are not in production using the Intelligent Form Builder page.

  • On the Intelligent Form Builder page, click Preview to open the Form Preview dialog.

    The Form Preview dialog includes a preview of the attached label. When you enter or select data on the form, the Refresh button displays above the image. Click Refresh to update image of the label.

Preview Intelligent Forms that are in production using the Librarian page.

  • In Librarian, select the forms file (.btf) you want to preview, click , and select Print. Alternatively, double-click the file.

    Librarian displays the form.

    If the form includes the Record Picker, BarTender Cloud displays that first.

    The Data Entry dialog includes a preview of the attached label. When you enter or select data on the form, the Refresh button displays above the image. Click Refresh to update image of the label.

Preview forms that are in production and attached to a label file using the Print page.

  1. In Librarian, select the label file (.btw) you want to print, click , and select Print. Alternatively, double-click the file.

  2. On the Print page, click Preview to view the label before printing it.

    If the form includes the Record Picker, BarTender Cloud displays that first.

    If an Intelligent Form is attached to the label, BarTender Cloud displays the form. Fill in the necessary information, then click Preview to view the label.

  3. Click Cancel to return to the print page.

ClosedTo reset a form

  1. In Librarian, select the file you want to print, click , and select Print. Alternatively, double-click the file you want to print.

  2. When the Data Entry Form displays, enter any necessary information necessary.

  3. To clear the entries you just made, click Reset.

ClosedTo test print

  1. In Librarian, select the label file (.btw) you want to print, click , and select Print. Alternatively, double-click the file you want to print.

  2. Click Test Print, to print a single item. The test includes any changes made to the print time overrides.

    You are not prompted to enter data even if data entry is enabled for a data source on the template. Instead, the default data for the data source is used.

  3. If the form attached to this file is an Intelligent Form (.btf file), when the Data Entry Form displays, enter any necessary information, then click Print

    • When entering a date in a field on a form, you must use the following format: yyyy-mm-dd

ClosedTo print from a form

Printing from a form is different than printing from a label file. For information about printing a label, refer to Printing Documents.

An Intelligent Form must be in production (live) to be printed. If you attempt to print a form that is not in production, BarTender Cloud displays a Form Is Not in Production error and does not let you print.

  1. Double-click the file you want to print. Alternatively, in Librarian, select the form file (.btf) you want to print, click , and select Print.

  2. If the form includes the ability to select a printer or a label file and set the number of copies, make those selections.

    When working in a Hybrid environment, PDF printing from a BarTender Cloud printer is not available. You must use a BarTender printer to print to PDF.

  3. When the Data Entry Form displays, enter any necessary information.

    • When entering a date in a field on a form, you must use the following format: yyyy-mm-dd
    • If the form contains multiple pages and Display Progress Indicator is turned on, use the Next button to move to the next page.
      • The page you are working on will be highlighted and numbered
      • Any page that has not been completed displays as gray.

      • When a page has been completed and you have moved to a new page, the new page is numbered and highlighted and the completed page displays a checkmark.

      • You cannot use the progress indicator to move to an uncompleted page; however, you can click any of the highlighted buttons to move to a page that has been completed.
    • The Form Preview dialog includes a preview of the attached label. When you enter or select data on the form, the Refresh button displays above the image. Click Refresh to update image of the label.

  4. Click Print.

    The label prints using Cloud resources.

  5. If you have printed to a PDF file, click Download to download and view the printed file.

Using the record picker when printing

The Record Picker simplifies label printing from data sets by enabling users to choose the correct record to print without printing all records. To learn how to incorporate the Record Picker into your form, refer to Adding the Record Picker to an Intelligent Form.

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