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Pendragon Forms Version 5.1 Copyright Information Copyright © 2005-2007 Pendragon Software Corporation

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Pendragon Forms Version 5.1 Copyright Information Copyright © 2005-2007 Pendragon Software Corporation Pendragon Forms Version 5.1 Copyright Information Copyright © 2005-2007 Pendragon Software Corporation. All rights reserved. This documentation may be printed by licensee for personal use. Except for the foregoing, no part of this documentation may be reproduced or transmitted in any form by any means, electronic or mechanical, including photocopying or recording on any information storage and retrieval system, without prior written permission from Pendragon Software Corporation. Pendragon Software Pendragon is a registered trademark, and the dragon logo is a trademark of Pendragon Software Corporation. Palm Palm is a registered trademark, and Treo and Zire are trademarks of Palm Inc. PalmSource PalmSource, Inc., PalmSource, Palm OS, Palm Powered, Graffiti, HotSync and certain other trademarks and logos appearing herein, are trademarks or registered trademarks of PalmSource, Inc. or its affiliates or of its licensor, Palm Trademark Holding Company, in the United States, France, Germany, Japan, the United Kingdom, and other countries. All other brands and product names may be trademarks or registered trademarks of their respective holders. Contents 1. Getting Started.................................................................1 Installing Pendragon Forms ...........................................................................................1 Installing Pendragon Forms on a Palm OS Handheld....................................................6 Setting up a Wireless Palm OS Handheld......................................................................7 Installing Pendragon Forms on a Pocket PC Handheld .................................................8 Synchronizing a Pocket PC Device................................................................................10 Performing a Network Client Installation ........................................................................11 2. Quick Guide to Using Forms..........................................13 3. Planning Your Data Collection System .........................24 Who Will be Using the Forms?.......................................................................................24 How many records can be stored on a handheld device? .............................................25 What are the Limits of Form Designs and Records?......................................................30 Do users need to share both form designs and records? ..............................................31 Has synchronization been tested? .................................................................................35 How Often Should Users Synchronize? .........................................................................36 Who is responsible for making backups?.......................................................................37 4. Managing Form Designs.................................................38 Making Changes to a Frozen Form................................................................................38 Copying a Form Design..................................................................................................39 Organizing Form Designs into Categories .....................................................................40 Recycle Bin ....................................................................................................................41 Printing a Form Design...................................................................................................42 Deleting a Form from the PC..........................................................................................42 5. Synchronization Rules....................................................43 The Synchronization Process.........................................................................................43 The Synchronization Cache ...........................................................................................44 Users and User Groups..................................................................................................45 How to Delete Forms......................................................................................................50 Limiting the number of records on the Handheld ...........................................................51 6. Using Forms on the Handheld .......................................55 Installing Pendragon Forms on the Handheld ................................................................55 Pendragon Forms Main Menu (Forms List)....................................................................57 Entering New Records ...................................................................................................57 Layout View....................................................................................................................58 Field View.......................................................................................................................59 Record View ...................................................................................................................59 Reviewing Records on the Handheld .............................................................................60 Displaying Several Fields on the Review Screen...........................................................61 Quick Sum and Average.................................................................................................63 Filtering Records ............................................................................................................64 Sorting Records..............................................................................................................65 Deleting Records and Forms from the Handheld ...........................................................67 To delete a form from a Pocket PC handheld:................................................................69 Password-Protecting a Form Design..............................................................................69 Setting Forms Preferences.............................................................................................70 Using the AutoNavigate Feature ....................................................................................72 Switching on Field Numbers (for Debugging Purposes) ................................................73 7. Field Types.......................................................................74 Available Field Types......................................................................................................75 Freeform Text Field.........................................................................................................87 Numeric Field .................................................................................................................90 Currency Field ................................................................................................................92 Option 1 of 5 Field ..........................................................................................................94 Popup List Field..............................................................................................................95 MultiSelection List Field..................................................................................................97 Date & Time Field...........................................................................................................100 Date Field .......................................................................................................................102 Time Field.......................................................................................................................103 Yes or No Checkbox Field ..............................................................................................104 Time Checkbox Field......................................................................................................106 Completion Checkbox Field ...........................................................................................107 Section Field...................................................................................................................108 Jump to Section Field.....................................................................................................111 Lookup List Field ............................................................................................................113 Cascading Lookup..........................................................................................................119 Lookup to Another Form (Lookup to a Reference Form).............................................123 Lookup to a Read-Only Reference Form .......................................................................127 Subform Field .................................................................................................................133 Cascading Completion Checkbox from Parent to Subform............................................139 Single Subform Field ......................................................................................................142 Signature Field ...............................................................................................................145 Button Field ....................................................................................................................148 Slider Field .....................................................................................................................150
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