The Document Text Blocks form is accessed via Miscellaneous Options / Document Text Blocks and is used to create, edit and delete text blocks which are used in the approval printing routine.
These text blocks are used to store many commonly used paragraphs of text which may be used on different approvals time and time again. A user does not have to carry out the slow process of creating a hand-typed order (although this has previously been necessary because each approval is unique). The Document Text Blocks process allows storage of as many commonly used paragraphs as required. Once selected the stored text can then be edited to make it fit a particular individual approval.
The form is split into three areas. These are the Titlebar, the Document Text Blocks Dialogue Box and the column of Command Buttons down the right-hand side of the form.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
To create a new document text block select the Create Command Button.
To view or amend an existing document text block use the following procedure:
The cursor is located in the Code field prompting selection of a text block code/description for the purposes of editing an existing record. A single-left-click of the ellipsis button to the right of this field displays a Document Text Codes search form that enables selection from the current available text block codes. The cursor is located in the search field. Key part or all of the required code and select the Text Block Code command button. Text Block codes matching the entered criteria are displayed and, having selected the required code by highlighting with the mouse, the OK command button is used to confirm this selection and return to the Document Text Blocks form.
Displays a number of details relating to the selected document text block, which are as follows:
- Description
Displays a free-format meaningful textual description for the selected Document Text Blocke.g. Order Text
- Default Text
This allows the creation of up to 10 lines of text, each line being up to 50 characters long. The required text should be typed in.
A number of command buttons are available. Some buttons are context sensitive and are greyed-out and only become available dependent upon the particular process that is being accessed. The full list of command buttons is as follows:
Exits the Document Text Blocks form and returns to the Miscellaneous Options Menu.
Provides online access to a context sensitive Help form.
Enables the creation of an additional Document Text Block. Mutually exclusive option buttons allow this to be done in one of the two following ways:
- Blank
Used if a new Document Text Block is to be set-up without utilising existing criteria.
- Copy
Copies the values within an existing "nearest match" Document Text Block so that only required values need be edited.
Provides the facility for editing the set-up options of the current Document Text Block record. No edits can be made to a record until the Amend button has been selected.
Deletes the currently selected Document Text Block record.
On first accessing the Document Text Block form this command button is greyed-out. Following selection of the Amend button the Confirm option then becomes available to enable any edits to be confirmed.
On first accessing the Document Text Block form this command button is greyed-out. Following selection of the Amend button the Cancel option then becomes available to enable any edits to be cancelled.
This is not a command button. This box is a way of displaying messages with regard to the status of the current record e.g. "Record Secured OK"
Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form.
Selection of this button displays a further form that provides an itemised display of all the selection criteria for the current Document Text Block record.