Windows Designer Administration Form

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This form is the main point of entry into Windows Designer and consists of two tabs:

• Forms tab
• Assignments tab

Forms Tab

This tab contains the basic details of the customisation, and lets you make the customisation available to companies, users, and teams in your organisation.

Form

Search for the form that you want to customise by entering all or part of its name in this field. A list of forms with names that match what you type appears below this field.

If there's text in the Company field, you can type that in the Form field to search for customisations related to specific companies in your organisation.

Active

Determines whether or not the customised form is available for use. This option is selected by default.

Customisation Name

Enter a descriptive name for your copy of the form. This name identifies the customisation in Greentree Desktop. Entering a name in this field does not change the wording that appears in the form's title bar.

Customised

Select this option to display only customised forms in the list.

Author

The name of the Greentree Desktop user who created the customisation. The default value is the name of the user currently logged into Greentree Desktop. You can change the name by typing in this field. You can enter the author's name in the Form field to search for all of the custom forms that user created.

Company

Optionally, the name of the company that the customisation is associated with. You can enter the name of the company in the Form field to search for all of the company's custom forms.

Description

Optionally, enter a detailed description of the customisation. The description can, for example, explain why you created the customisation or include a list of what you changed on the form.

Designer

Click this button to open the Editor Palette, which you use to modify controls on this copy of the form.

Companies Tab

Select the companies that can use the customisation. Select one or both of these options:

• Available - The customisation is available to users and teams, but needs to be explicitly assigned to them.
• Default - The customisation replaces the form it's based on. It doesn't delete the form. If you deselect this option, the companies in your organisation use the original form.

Teams Tab

Click the Assigned option beside the names of the teams that can use this form.

Users Tab

Click the Assigned option beside the names of the users who can use this form.

Assignments Tab

Use this tab to manage permissions for all of the forms - whether default or customised - that a company, user, or team has permissions to use. Using the Assignments tab, you can manage access in one location. You don't need to log into each company a user or team works across to manage their access to forms.

Team

Select the team whose access to forms you want to manage.

User

Select the user whose access to forms you want to manage.

Company

Select the company in your organisation whose access to forms you want to manage.

• Editor Palette
• Creating a Customisation
• Editing a Customisation
• Making a Customisation Available to Users
• Managing Form Assignments

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