How do I move a form to a new group?

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Home Forums Bizuno – Reports/Forms How do I move a form to a new group?

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  • #47643

    portablepower.dave
    Participant

    I have a form that is currently in the Customers -> Sales group and need to move it to the Customer -> Sales Order group. How do I do that?

    #47644

    Dave
    Keymaster

    To move a form to a new group, proceed as follows:

    1. Go to Tools -> Reports/Forms and select the Form to move from the Report tree.
    2. Click on the Edit icon to open the form in the PhreeForm designer.
    3. Click the Settings tab.
    4. Select the new group from the Grouping List.
    5. Press Save to save the changes.

    Dave

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