9.9.4 Setting process standard Item forms
Before setting a process standard Item form, you must ensure that the status of any process work boards that use the Item form is Stopped. If you change the Item form while another user has the New item window, Specify item search conditions window, or another window that depends on the Item form open, the other user might experience difficulty using the window. For details about how to change the status of a process work board, see 9.6.2 Editing process work board information.
To assign a process standard Item form:
-
From the menu in the main window (Item list), select Option and then Item form management.
The Item form management window appears.
-
Select the Item form that you want to set as the process standard Item form.
You cannot select an Item form that has already been designated as a process standard Item form.
-
From the menu in the Item form management window, select Action and then Set in the process standard item form.
A confirmation dialog box appears. Click OK to set the Item form as the process standard Item form.
- Note
-
You can also set a process standard Item form from a context menu by right-clicking the ID or name of the Item form, and then selecting Set in the process standard item form.