It is possible to define custom forms but access to the facility depends on how Integra has been configured. If you have a requirement for a custom form which is not currently available to you, your Systems Administrator may be able to design one for you.
1. Run the UDF300 User Defined Forms option by selecting it from the menu.
2. Select the form required – you can use the search function located above program grid if you need help locating it.
3. Click the Launch command in the grid’s Action column.
4. Typically, the form will be set to solicit some selection criteria and display options. You can navigate to a records area once these have been set, and from the records area it will usually be possible to drill down further.
5. The breadcrumb trail at the top of the form will help you to keep track of your location in complex forms. It usually takes the form: UDF Designer » Criteria » Records » <Transaction> and you can click on an element in the trail to retrace your steps.
6. You can use the Export Grid Data command to save any data retrieved by the grid in a format of your choice.
Your Systems Administrator can make forms you use frequently available on menus. One or more forms can also be set to interact with standard Integra programs. Forms set to interact with the header section of a standard Integra enquiry program for example, will be shown in the same area as the program title once the enquiry header information is displayed. Use the selection button q to access forms not immediately visible.