Custom formats toolbars

Learn how the Custom Formats toolbars support object creation, formatting, and layout control in the designer workspace.

To access the Custom Formats toolbars, choose

Setup
Custom Formats

to open the Custom Formats screen.

The Custom Formats screen includes three toolbars that are specific to this area of the application:

Toolbox toolbar

Formatting toolbar

Layout toolbar

To show or hide a toolbar, right-click the toolbar area and select the toolbar from the shortcut menu.

Toolbox toolbar

The Toolbox toolbar provides commands for selecting items and creating objects in the workspace.

Select: Returns the cursor to normal selection mode so you can select text fields and other items.
Textbox: Places a new text field in the layout. After inserting the text field, you can type text in the OutputValue
field of the Properties pane or drag fields from the Fields pane into the text field.
RichTextBox: Places a new text field that supports rich text editing, such as font colors, font sizes, bullets, and manual line breaks. Field data can't be inserted into rich text fields.
Label: Places a new text field for simple text. After inserting the label, enter text in the Text
field in the Properties pane.
Line: Places a new line in the layout.
Shape: Places a new shape in the layout.
Image: Places a new image field in the layout. You can then select an image by using the Attributes pane.
Chart: Places a new chart in the layout. You can double-click the chart to customize it using the Chart Wizard window.

Formatting toolbar

The Formatting toolbar provides commands for changing the appearance of text, lines, and shapes.

Style: Choose between normal text and three heading levels for the selected text field.
Font Name: Select a font for the selected text field.
Font Size: Select the font size for the selected text field.
Bold icon: Applies bold formatting to text in the selected text field.
Italic icon: Applies italic formatting to text in the selected text field.
Underline: Applies underline formatting to text in the selected text field.
Border: Opens the Format Border window, where you can define border line style, color, and visible sides for an object.
Foreground Color: Selects the text color for the selected object.
Background Color: Selects the background color for the selected object.
Line Color: Selects the color of lines or shapes.
Align Left: Aligns text in the selected text field with the left margin.
Center button: Centers text in the selected text field.
Align Right button: Aligns text in the selected text field with the right margin.
Justify: Justifies text so it aligns with both left and right margins.
Bullets: Makes the current line a bulleted item. Applies only to rich text fields.
Decrease Indent: Moves the paragraph to the left by decreasing indentation. Applies only to rich text fields.
Increase Indent: Moves the paragraph to the right by increasing indentation. Applies only to rich text fields.

Layout toolbar

The Layout toolbar provides commands for alignment, spacing, sizing, previewing, saving, and managing custom format layouts.

note

To select multiple objects, hold down SHIFT
or CTRL
while selecting the objects. You can also drag a selection field around them with the Select cursor.

Add Document: Adds a new invoice or statement format by using the Format Wizard.
Close: Closes the current format and lets you save or discard changes.
Save: Saves the current custom format.
Preview Preview: Previews the custom format by using an invoice or statement from your firm's data.
Format Wizard: Opens the Format Wizard so you can change the information included in the custom format.
View Grid: Turns the background grid on or off.
Lock Controls: Locks the layout so objects can't be moved.
Align to Grid: Aligns objects to the background grid.
Align Lefts: Aligns multiple selected objects along their left edges.
Align Centers: Aligns multiple selected objects along their horizontal centers.
Align Rights: Aligns multiple selected objects along their right edges.
Aligns Tops: Aligns multiple selected objects along their top edges.
Align Middles: Aligns multiple selected objects along their vertical centers.
Align Bottoms: Aligns multiple selected objects along their bottom edges.
Make Same Width: Makes multiple selected objects the same width.
Size to Grid: Sizes the selected object to fit gridlines.
Make Same Height: Makes multiple selected objects the same height.
Make Same Size: Makes multiple selected objects the same width and height.
Make Horizontal Spacing Equal: Creates even horizontal spacing between selected objects.
Increase Horizontal Spacing: Increases horizontal spacing between selected objects.
Decrease Horizontal Spacing: Decreases horizontal spacing between selected objects.
Remove Horizontal Spacing: Removes horizontal spacing between selected objects.
Make Vertical Spacing Equal: Creates even vertical spacing between selected objects.
Increase Vertical Spacing: Increases vertical spacing between selected objects.
Decrease Vertical Spacing: Decreases vertical spacing between selected objects.
Remove Vertical Spacing: Removes vertical spacing between selected objects.
Center Horizontally: Centers the selected object horizontally within the current layout.
Center Vertically: Centers the selected object vertically within the current layout.
Bring to Front: Places the selected object in front of all other objects.
Send to Back: Places the selected object behind all other objects.