Data forms are used for creating reports in the Formula Development and the Nutrition Labeling section. They are also used for data entry in the Ingredient Editor.

Create a Data Form

The appearance of information in the Data Form can be changed by creating a new data form. The following instructions describe how this is done.

The user should already have the ingredient editor open. To do this, please refer to Ingredient Editor – Open the Current Ingredient File.

Click the Form button and select Data Form Setup.

The Data Form Setup Wizard appears.

In step 1, select the first option, Add New Form (A). Click the Next button (B).

In step 2, enter the Data Form name in the space provided (C). If you wish, enter a data form description (D). If the description is similar to an existing form, select the form in the list (E) and click the Get Selected Description button (F). Modify the description as needed. Click the Next button (G) when finished.

In step 3, select each property of interest on the left (H) and click the Add button (I). The buttons on the right of the window (J) are used to change the order of the properties. Click the Next button when finished.

In step 4, you can rename properties (nickname) to match the name found on a particular spec sheet. Select the property you wish to rename (K). Enter the nickname in the space provided (L) and press the Enter button (M). Click the Next button when finished.

Step 5 provides for further configuration of the data form. In this example, the total calories are not listed on the spec sheet so we will configure the data form to calculate the calories based on the composition (N). The user will be prompted to calculate the total calories when the Update button is clicked in the Ingredient Data Form. The units for displaying and entering density and pricing can also be changed (O). Scroll through the list and set any configurations. Click the Next button when finished.

In step 6, the user is prompted to save changes. Select Yes (P) and press the Next button.

In the last step the status is displayed (Q). Click the Finish button (R) if done or click the Next button (S) to move back to the beginning.

Delete a Data Form

The user should already have the ingredient editor open. To do this, please refer to Ingredient Editor – Open the Current Ingredient File.

Click the Form button and select Data Form Setup.

The Data Form Setup Wizard appears.

In step 1, select the Delete Form option and click the Next button.

In step 2, select the data form you wish to delete and click the Next button.

In step 3, the user is prompted to save changes. Select Yes and press the Next button.

In the last step the status is displayed. Click the Finish button if done or click the Next button to move back to the beginning.

Duplicate an Existing Data Form

The user should already have the ingredient editor open. To do this, please refer to Ingredient Editor – Open the Current Ingredient File.

Click the Form button and select Data Form Setup.

The Data Form Setup Wizard appears.

In step 1, select the Duplicate Existing Form option and click the Next button.

In step 2, select the form you wish to duplicate.

For the rest of the steps, please refer to instructions 3 – 8 provided in Create a Data Form or follow the instructions provided in each window of the Data Form Setup Wizard.

Edit a Data Form

The user should already have the ingredient editor open. To do this, please refer to Ingredient Editor – Open the Current Ingredient File. See Create a Data Form for details on editing the data form.

Click the Form button and select Data Form Setup.

The Data Form Setup Wizard appears.

In step 1, select the Edit/View Existing Form option and click the Next button.

In step 2, select the form you wish to edit or view and click the Next button.

For the rest of the steps, please refer to instructions 4 – 8 provided in Create a Data Form or follow the instructions provided in each window of the Data Form Setup Wizard.

Rename a Data Form

The user should already have the ingredient editor open. To do this, please refer to Ingredient Editor – Open the Current Ingredient File.

Click the Form button and select Data Form Setup.

The Data Form Setup Wizard appears.

In step 1, select the Rename Existing Form option and click the Next button.

In step 2, select the form you wish to rename from the list. Enter a new name and description in the spaces provided. Click the Next button.

In step 3, the user is prompted to save changes. Select Yes and press the Next button.

In the last step the status is displayed. Click the Finish button if done or click the Next button to move back to the beginning.

Set Default Data Form for Editing Ingredients

The user should already have the ingredient editor open. To do this, please refer to Ingredient Editor – Open the Current Ingredient File.

Click the Form button and select Data Form Setup.

The Data Form Setup Wizard appears.

In step 1, select the Set Default Form option and click the Next button.

In step 2, select the form from the list you wish to use when you first start the Ingredient Data Form and click the Next button.

In step 3, the user is prompted to save changes. Select Yes and press the Next button.

In the last step the status is displayed. Click the Finish button if done or click the Next button to move back to the beginning.

Set a Default Logo for a Data Form

Data Forms can be used to create reports in the Formula Development or Labeling section. A logo may appear in the report heading. The following explains how to associate a default logo graphics file with the Data Form.

Click the Form button and select Data Form Setup.

The Data Form Setup Wizard appears.

In step 1, select Edit/View Existing Form option and click the Next button.

In step 2, select the Data Form you wish edit and click the Next button until you get to step 5

Scroll down until the Select Logo button appears (A). Press this button and browse to the logo graphics file you wish to use. Press the Open button in the window. The logo file location and name appear here (B).

The logo position may be changed by clicking the dropdown and making a different selection (C). Click the Remove Logo button (D) if do not wish to clear the default logo setting for the Data Form.

Click the Next button. In step 6, the user is prompted to save changes. Select Yes and press the Next button. Close the Data Form Setup Wizard.

Exclude Properties from Data Form Reports

Data Forms can be used to create reports in the Formula Development or Labeling section. The following explains how to exclude properties from a Data Form report.

Click the Form button and select Data Form Setup.

The Data Form Setup Wizard appears.

In step 1, select Edit/View Existing Form option and click the Next button.

In step 2, select the Data Form you wish edit and click the Next button until you get to step 5

Scroll down until the Printing heading appears. Check the boxes next to the properties (A) you wish to exclude from reports.

Click the Next button. In step 6, the user is prompted to save changes. Select Yes and press the Next button. Close the Data Form Setup Wizard.

Printing a Data Form Report

This feature is available in the Formula Development and the Labeling section.

Click the File button and select Print Report.

The Print Report Window appears.

Click the Print Data Form Report button.

The Print Formula Composition window appears.

Select a Data Form from the dropdown (A).

Enter an amount for column 1 and select units. Modify number of decimal places to display for the amount and the properties as needed (B).

If you wish to include a second column of data in the report, check the Include Box (C) and enter information for column 2 (D).

Press the Update button (E). The values for the columns are shown in the list box (F)

Check the boxes for the items you wish to include in the report – Ingredient Statement, Allergen Statement, Notes, Logo, and Alternate Report Row Color (G). The Current button next to the Logo check box shows the location of the current logo graphics file (H).

If you checked the box for Allergens, then click its corresponding Load button (I). If you load allergen information, then each ingredient must have a value entered for each allergen. The ingredient statement combines like terms. The View buttons provide more detail regarding either Allergens or the Ingredient Statement (J).

The user can modify the information displayed in the Description, ID Number, Date, Version, Footer, Notes, Allergens, and Ingredient Statement text boxes.

Click the Print button or the Save to Excel button to output the report (K). Click the Print Preview button to review it (L). Press the Printer Setup button to change the printer settings (M). Close the window when finished.

The following is an example Data Form report. The header information is provided for demonstration purposes. The user can substitute this header with their own information.