Setting PDF Archiving Parameters Per Form Type

If you select to enable archiving for all your forms or on a form-by-form basis, set the archiving parameters for each form that runs through your Eclipse Forms application. If a form does not have individual archiving parameters set, the system uses the default forms parameters set in the Default Settings tab of the Eclipse Forms Setup window.

To set PDF archive parameters per form type:

  1. From the System menu, select System Files > PrinterSetup and select Eclipse Forms Setup to display the Eclipse Forms Setup window.

  2. Ensure the that PDF Archiving is enabled and that the Enable PDF Archiving field is set to By Form.

  3. Click the PDF Archiving tab and Closedcomplete the fields for each form type:

    Column

    Description

    Area

    Select the area of the system to which the form applies. For example, Sales Orders or Accounting. Your selection in this field filters the form types available in the Form Type field.

    Form

    Select the type of form, such as a sales order acknowledgement or a statement for which you want to define PDF archive settings.

    Archive Enabled

    Select the check box to enable PDF archiving for the form selected in the Form column.

    This field is only available for selection if you set the Enable PDF Archiving field on the Default Settings tab to By Form. If the default setting is set to Yes or No, then this field displays "Yes - See Default Settings" or "No - See Default Settings," respectively.

    Archive Profile Override

    Select a different indexing profile to use for the form, if it is different than the default profile you set in the Default Settings tab.

    Disable Print-to-PDF

    Select to disable the form from using this feature.

  1. Do one of the following:

  2. If you have additional forms to define PDF archiving settings for, select File >Next Item to save the settings for this form and return to a blank window to start entering settings for the next form type.

  3. To save this form's settings and exit the window, select File > Save, enter the reason for updating the change in the Reason for Change field, and click OK.

See Also:

Defining Eclipse Forms Parameters

Enabling Eclipse Forms PDF Archiving