r  $:A9w>Cy"$%'2+D2$34`=Y>6@B=(. PERSONAL PEARL - DESIGN FORMS OVERVIEW J The PERSONAL PEARL DESIGN FORMS service allows you to contruct a FORM onK the screen to use later while entering or retrieving data. This involves the following steps: 1 1. Design your form layout on a blank screen. M 2. Define "data input areas" on the form where data is entered and storedas a record. K 3. Select those data input areas that can be used as a general index to'identify and find individual records. F 4. Identify the data input areas requiring data from another form. 8 5. Install the finished form so data can be entered.ÿD Each form defined for PERSONAL PEARL is identified by a NAME and aG DESCRIPTION which you provide. You may enter the name of a previouslyG defined FORM which appears in the FORM directory, or enter a new NAME? if you wish to describe a new FORM. Enter the FORM name and  press RETURN.ÿ ÿA The FORM DESCRIPTION is provided as an aid to you later on when> you select a FORM from the PEARL FORM DIRECTORY. You provide@ the DESCRIPTION when you add a new FORM. Enter the DESCRIPTION now, then press RETURN.ÿD The FORM has been added to the DIRECTORY. You may now press RETURNB to continue processing the FORM you have added, or you may enter! a different name if you desire. ÿG Press "Y" if you wish to delete the FORM name which you have entered,5 or Press "N" if you do not want to delete the FORM.  ÿ M Enter 1 to design the layout of the form to be displayed during data entry.L Enter 2 to design the layout of a report to be produced from entered data.- Enter 3 to enter data into a designed form.' Enter 4 to produce a designed report.ÿ C If you are designing a new form, enter option 1, then each of the= subsequent steps until the form is installed. Steps 3 and 4C are not required to install a form. You may return to any step if> you wish to make additional changes. More help is available1 after you have selected any of the steps above.ÿH In order to LAYOUT a FORM just key information onto the screen the way@ you would type out a form on a piece of paper in a typewriter.D Mark those areas into which data will be entered by using "_" for E character or textual information, and "9" for numeric information. For example: E NAME: ______________________________ AGE: 99 SALARY: $999,999.99 BIRTHDATE: mm/dd/yy B Note that in the above example "$", "," and "." were used in theD area where the salary will be input and "mm/dd/yy" was used in theG area where the birthdate will be input. By designating input areas inF this manner you will insure that you have allocated enough character$ spaces for the input of this data.ÿF Your form cannot be installed until at least one data input area has6 been specified using option 2 of the selection menu.ÿE Your report cannot be installed until you have defined at least oneG line as a DETAIL, SUBTOTAL, or TOTAL area. (You may have defined only HEADING and/or FOOTING lines.)ÿ D After you have laid out your form, you must next specify the areasC into which data will be placed. Do this by placing the cursor on> the first character in the input area. Then press the ctrl/BC combination. The data input area will be highlighted. You will beJ prompted to give the data input area a name (used for later reference ofD the data). Specify whether or not the data is always required andD must be entered in order to complete the form, and finally whether. the data will be textual, numeric or a date.ÿH Enter a one to seven character name that can be referred to later whenF designing reports and other forms. For example: "NAME", "ADDRESS",B "PHONE", "AMOUNT", "TOTAL", "CUST", "CUST2" and so on. The first- character of an area name must be a letter.ÿ= Enter "Y" to prevent operator from leaving this area blank.0 Enter "N" to allow this area to be left blank. ÿB The "C" option allows both characters and numbers to be entered.J The "N" option specifies that the data input area is numeric and may be H used in calculations. The "D" option specifies that the data input A area should be validated as a DATE when the form is filled out.ÿH A FORMULA may be entered to compute an input area based on other areasG in your form. You may use "+" to add values; "-" to subtract values;M "*" to multiply two values together; and "/" to divide one value into another.E You may also use "(" to indicate the order in which the computationL should occur. For example: (A + B) * C means to A and B together, and toN multiply the result times C. If no parentheses are used, multiplications and9 divisions will occur before additions and subtractions.ÿD Position on any data input area which contains data which will be H indexed to find and identify individual records when so desired. ThenA press a ctrl/B combination. You will be prompted to enter the H options associated with an indexed area. Commonly selected categories+ include: names, I.D. numbers, and so on. D Designating an area to be used as an indexed area allows you to goF directly to the FORM or a set of FORMS by simply typing a keyword or' number contained in the indexed area. M For example, if an input area contains names, and the input area containingI the name has been designated as an indexed area, you may go directly toB that form or set of forms starting with the name SMITH or JONES.B Enter a ctrl/P to highlight those input areas which have already" been specified as indexed areas.           ÿD Enter "Y" to designate that the area is an indexed area, or "N" to designate that it is not. ÿF Enter 'Y' to show there is one and only one corresponding record forC each data entry placed in the input area. Enter 'N' to show there? may be duplicate names or numbers entered in this input area.ÿ4PERSONAL PEARL allows you to 'call' information from(other forms when you are entering data.  2For example, if one form contains summary informa-3tion about customers including a name, address, and1phone number, and another form is used to record 3sales information for customers, you might want to 2get the address and phone number from the summary 4form and place it in your sales form. This is done 2by specifying that the data should be the same in &both forms based on the customer name. 1When you use this option, the input area name on both forms must be the same.  /For example, use CNAME (Customer NAME) on both 0forms to call the area into which customer name 3will be placed. You might specify CADDR and CPHONE1on both forms also to call the address and phone number. 3Then use this option to call data input areas from 5the other form. Place your cursor on the area which 4also appears in the other form. Then, press CTRL/B 3to specify the way in which the data is to be used.3You may press CTRL/P to highlight all of the input 3areas on your current form relating to other forms.            ÿ< Enter the name of the FORM containing the data input area  you wish to reference.ÿL Enter "Y" if this input area is used to identify and link specific records from the other form.G Enter "N" if this input area is to be transferred from the other form4 but does not specifically identify the other form.ÿ= Enter "Y" if the data obtained from the other form is to be1 displayed, but is not to be saved in this form.A Enter "N" if the data is to be DISPLAYED and then SAVED on this@ form. In the latter case, you may change the data after it has$ been obtained from the other form.ÿÿCrù