Using the Forms Designer in Navigator

The Forms Designer allows you to customise printed outputs in Navigator, such as invoices, job cards, sales orders, and other forms. You can edit text, add images, set conditional logos, and insert variables to display data dynamically.

Why This Matters

Correctly setting up forms ensures:

• Consistent branding across all branches

• Accurate and complete information on printed documents

• Fewer print errors and less downtime

• Faster turnaround when changes are required

Accessing the Forms Designer

1. Select Setup from the main menu.

2. Click Forms Designer.

3. A list of available forms will display, showing names and descriptions.

4. Double-click the form you want to edit.

Full guide:
https://support.dmsnavigator.com/en/support/solutions/articles/103000338900-using-the-forms-designer-in-navigator

Editing Text

• Use the Rich Text Component for better formatting.

• If Rich Text is not available:

  1. Open Setup Toolbox from the side menu.

  2. Go to Components and enable Rich Text.

• To add text:

  1. Select Rich Text from the toolbar.

  2. Draw a container on the form.

  3. Enter and format your text.

  4. Click OK.

• Adjust size, position, and Word Wrap settings as needed.

(See also “Accessing the Forms Designer” link above)

Adding Images

1. With the form open, select Image from the toolbar.

2. Draw a container in the desired location.

3. Select the image file from your computer.

4. Adjust properties:

   • Aspect Ratio – Keeps the image proportional.

   • Stretch – Fits the image to the container.

Removing or Replacing Images

• Select the image and press Delete, or use Remove.

• To replace, follow the adding image steps above.

Full guide:
https://support.dmsnavigator.com/en/support/solutions/articles/103000323610-how-to-remove-or-edit-logos-images-in-the-forms-designer

Displaying Conditional Logos

You can display different logos based on the vehicle make.

1. Add a logo image as above.

2. Set Enabled to False in Behaviour properties.

3. In Appearance, click Conditions.

4. Add a condition such as:
   Vehicle.StartsWith("SKODA")

5. Repeat for each logo as needed.

Full guide:
https://support.dmsnavigator.com/en/support/solutions/articles/103000328449-guide-to-displaying-conditional-logos-in-the-forms-designer

Adding and Amending Variables

Variables pull data from Navigator into your form. Without adding a variable to the list, it will cause the form to display and print blank.

1. Open the form in Forms Designer.

2. Go to the Dictionary tab and select New Variable.

3. Enter the variable name in the Alias box.

4. Click OK.

5. Use Preview to check it works.

Full guide:
https://support.dmsnavigator.com/en/support/solutions/articles/103000313401-how-to-add-and-amend-variables-in-forms

Common Variable Lists

These variables can be inserted into forms to display system data.

• Parts Invoice Variables:
  https://support.dmsnavigator.com/en/support/solutions/articles/103000298529-list-of-parts-invoice-variables

• Sales Invoice Variables:
  https://support.dmsnavigator.com/en/support/solutions/articles/103000298527-list-of-sales-invoice-variables

• Job Card Variables:
  https://support.dmsnavigator.com/en/support/solutions/articles/103000298525-list-of-job-card-variables

• Sales Order Variables:
  https://support.dmsnavigator.com/en/support/solutions/articles/103000298528-list-of-sales-order-variables

Checking for Errors and Saving

1. Select Preview to confirm the form loads correctly.

2. If errors appear:

   • Undo recent changes.

   • Contact the helpdesk if needed.

3. To save, close the form window and choose the save option when prompted.

(See also “Accessing the Forms Designer” link above)