Lasernet Form Editor Guide

Lasernet Form Editor provides an easy-to-use environment for designing and maintaining great-looking forms and reports, or structured data outputs, from input data originating from any platform or administrative system capable of generating structured data (such as XML or JSON) or a text file.

The Form Editor can enrich this data by applying graphical overlays and shapes, rearranging text, changing font type, generating charts and barcodes, and much more. The result is a professional form that fully complies with your design standard and is ready to be distributed throughout your business channels in a variety of formats.

Note

For Microsoft Dynamics 365 Finance and Operations users: The Form Editor features available to users of Microsoft Dynamics 365 Finance and Operations depends on your Lasernet tier. Lasernet Essentials, Professional, and Advanced users can access a simplified Form Editor. Lasernet Enterprise users can access a fully-featured Lasernet 11 Form Editor.

For Lasernet 11 and Lasernet 10 users: Users of Lasernet 11 and Lasernet 10 systems are provided with a fully-featured Form Editor.

Where necessary, this guide provides dedicated Lasernet Essentials / Professional / Advanced Form Editor information, alongside dedicated information for users of the fully-featured Lasernet 11 or Lasernet 10 Form Editor.

It also indicates where parts of the guide do not apply to Lasernet Essentials / Professional / Advanced.

Contents

• Find Your Way Around Lasernet Form Editor

• Set Up the Form Editor

• Create and Set Up a Form

• Add Grab Files to a Form

• Add a Sheet to a Form

• Specify the Data That Each Form Is Used For (Form Criteria)

• Identify the Data Area in the Input (Input Conditional Area)

• Identify Line Items in the Input (Patterns)

• Design a Form

• Share Content Between Forms (Subforms and Phrases)

• Preview the Output of a Sheet

• Use Modifiers

• Use Criteria

• Turn Grab Mode On and Off

• Find Data and Form Objects

Scope

This guide describes how to accomplish key tasks in Lasernet Form Editor.

Intended Audience

This guide is intended for Lasernet system administrators and Lasernet developers who work with forms.