How to Assign a Default Form Format to a User

Modified on Sat, Sep 29, 2018 at 10:37 PM


In System, there is a feature where a Form Format can be set by Default per User.

To set a Default Form Format, under Maintenance tab > User Default Form Format

Supply the two necessary fields;

  • Forms Type: This is the Transactional Forms
  • Format: The list of Form Formats under the Selected Forms Type

Then to Add the User for the Default Form Format, click the Paper Icon

Select the User to be Assigned and take note that Multiple User/s can be assigned.

Once done, Click Save or Save and Close or Save and New

The function of this is to assign the particular Form Formats that will be used of the User.
For example: a particular Sales Invoice Format should be the default assigned to a particular User.

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