Navigate to Financial Management > Vendors > Setup >Configuration > Custom Forms Setup.

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1 Vendors Custom Forms Setup Finance Custom Forms are user defined fields that can be created to keep track of information on vendors that is not currently tracked in Skyward. You are able to create your own data fields and display the fields in a custom screen. Navigate to Financial Management > Vendors > Setup >Configuration > Custom Forms Setup. The Custom Forms browse displays. To create a new custom form select the Add button. On the Form Maintenance screen, enter/select the following: Form Name Form Type o Single Form Select if the data is static and you will not need to keep track of changes from year to year. o Multiple Forms - Select if you would need to add a new form and keep track of previously entered data as well. Select the Save And Go to Next Step button to continue. Revised: 8/05/15 Page 1 of 6 Version

2 The Field Maintenance is the next step in creating a custom form. Enter a Label for the field. Next is the Data Type. There are two options that we will show in more detail. 1. Character Allows the user to enter free form text or choose from a drop-down list. Enter/select the following for the character data type: a. Max Length Set for allowing free form text. b. Valid Entries Use to create a drop-down list. Enter valid entries separated by a comma to create the list. c. Tool Tip Use to enter directions that will appear in a hover-over message. d. Initial Value Choose whether the field should appear blank, default with a specified Skyward field, or user defined text. e. Read Only Select if no data needs to be filled out. f. Required Select if required. g. Print on PO Select if this should print on the vendor s purchase orders. h. Use in Browse Select if this should be available in the Custom Form browse. i. The Save and Add Another Field button is selected in this example in order to next show the Lookup Data Type options. 2. Lookup Allows you to create a table of valid entries. This is especially helpful if you would use the field in the future. The created tables are saved and can be reused accordingly. a. Click the Lookup link. Revised: 8/05/15 Page 2 of 6 Version

3 i. The Lookup Tables browse displays. You can select an existing table or create a new one. Select the Add button to create a new lookup table. ii. Enter a Description and Length for the table then select Save. iii. The next screen is for the valid entries for this field. Enter a Description of a valid entry then select the Add Item button. It will then display in the Items in browse. iv. Select the Save button when finished adding valid entries. v. The new lookup table has been added. Note: You can expand the Lookup Fields to add, edit, or delete fields. Highlight the lookup table and click the Select button. Revised: 8/05/15 Page 3 of 6 Version

4 b. The Lookup field is now populated. Finish creating the field. c. Tool Tip Use to enter directions that will appear in a hover-over message. d. Required Select if this required. e. Print on PO Select if this should print on the vendor s purchase orders. f. Use in Browse Select if this should be available in the Custom Form browse. g. Select the Save and Go to Next Step button. The Custom Screens Setup screen will display. Here you will see the form fields you created on the right, as well as several Skyward fields that can also be added to the form. To add your Form fields, click the Add button next to the field in the order you would like to see the fields placed. The fields will then appear in the lower screen. Note the Add button has changed to a Remove button. After adding all of the fields you would like to use, you can click and drag the fields if you would prefer to see them in a different arrangement. Revised: 8/05/15 Page 4 of 6 Version

5 Secure Screen Check this option if you do not want all employees that have access to the vendor profile to be able to see and edit this screen. You can then select the Set Security Groups button to set the security groups that will be able to see this screen. Select the Save button when finished with the Custom Screens setup. The new Custom Form is listed in the browse. Expand the form sections to view or modify the details. Advanced Custom Forms will allow you to create a more formatted version of a custom screen. Under the Advanced Custom Forms detail section select the Add Advanced Form link. A word processing screen displays that allows you to free form type or paste in document information and add in data merge fields. Revised: 8/05/15 Page 5 of 6 Version

6 The form may be viewed from the Custom Forms browse. Select the View Forms button. Select a vendor. Click the Select button. The vendor and form display. Revised: 8/05/15 Page 6 of 6 Version