Print and form design
Every record prints in any of its print designs and downloads as PDF. Designs made in PALBONPrint, the drag-and-drop print designer, open from the print view. Each company also designs its own forms: fields, sections, tabs, icons and pictures.
1. Print a record
On a record page, click Print:
- the record type's print designs, the default first (marked (default)); choosing one opens the print view in a new tab;
- Download PDF: the PDF of the default design;
- Design print (PALBONPrint) (administrators): opens the designer.
In the print view (Desk) you can switch the design, choose a letter head, print, download the PDF, or e-mail it.
2. The shipped print designs
| Design | Record type | Contents |
|---|---|---|
| Trade Contract | Trade Contract | Parties, commercial terms, quality specification, delivery and laytime, payment, law and arbitration, clauses, signature blocks |
| LC Application | Letter of Credit | The credit as an application to the bank: every field with its SWIFT tag, 46A and 47A |
| Surveyor Work Order | Surveyor Work Order | Job, vessel, port, scope with originals and copies, allowed analysis parameters, instructions |
| Document Instructions | Document Instruction | The 46A list, the 47A rules, the B/L instructions, the NN documents and courier details |
| Trade Document | Trade Document | Invoice with its build-up and amount in words, beneficiary's certificate, bill of exchange, laytime debit note |
| Laytime Statement | Laytime Calculation | Terms, the intervals with counted time, allowed and used time, the result and amount |
| Settlement Invoice | Commercial Settlement | Quality specification, the price adjustment worked out, the lines, the amount in words, the bank details |
3. Design a print in PALBONPrint
- Open a record's print view (Print › a design) and click Design print in the toolbar, or choose Design print (PALBONPrint) in the record's Print menu.
- If the design shown was made in PALBONPrint, the designer opens it.
- Otherwise the designer starts a new design for the record type.
- Drag fields, tables, text, images and barcodes onto the page; set fonts, borders and spacing; add a header and footer.
- Save. The new design appears in the record type's Print menu for everyone.
- To make it the default, set it as the record type's default print format in Desk's Customize Form.
4. Design a form
On any list or record, Customize (System Managers) opens the Form designer:
| You can | How |
|---|---|
| Add a field | Add a field: label, type, options, links to (record type), placeholder, help text |
| Move fields | Drag onto a column; drag sections to reorder them |
| Add sections, columns and tabs | New section, Add a column, New tab (the first tab is the form itself) |
| Give a section a heading and an icon | Section heading, Section icon; Folds (collapsible) |
| Make a field required, read only or hidden | Required, Read only, Hidden; or Required only when, Read only when, Show only when with a condition |
| Show a field in the list or filters | In list, In filters |
| Show a picture | An image field that Shows the picture of another field |
| Add HTML | HTML block with its Content (HTML) |
Save: forms, lists, prints and Desk show the new layout at once (… saved. Forms, lists, prints and Desk now show the new layout.). Discard changes throws away what is not saved. The designer also lists the record type's Print designs in PALBONPrint.
A field you delete in the designer stops showing its values on existing records; the values are not deleted.