Screen Generator

Use the Screen Generator to create or edit custom dec pages. The following workflows are available:

Screens

• Add a screen
• Delete a screen
• Edit a screen

Fields (Labels/Text boxes)

• Add a label
• Add a text box
• Align fields
• Change label style
• Format a text box
• Move an item
• Remove an item
• Resize an item
• Set tab order

Schedule Screens

• Define column headings/numbers

When you have made all necessary revisions to the custom dec page, click File, Save on the menubar, then File, Exit to exit Screen Generator.

Screens

Add a screen

1. In the treeview on the left side of the screen, highlight the name of the custom dec form.
2. Click File > New.
3. Enter a Description for the screen.
4. Select Yes or No to indicate whether this is a schedule screen. Non schedule screens capture information that pertains to the policy as a whole (e.g. the policyholder's name and address), while schedule screens capture information about one item in a list (e.g., the make, model, and year of one of a number of insured vehicles). Because information entered on schedule screens will display in a list on the completed form, you will need to define columns.
   Note: There can only be one schedule per screen. For example, a single screen cannot capture information about a list of insured vehicles and a list of insured drivers; you would need to add a second screen (starting over from step 1) that would contain the drivers' information.
   If you choose Yes, you will need to fill out the Parent Tag Name and Attach to fields.
   1. Parent Tag Name: Enter the tag name that TAM will use to identify this data when merging or integrating the data on the form. The tag name must begin with a letter or underscore, cannot begin with XML, and cannot contain spaces. A good practice is to make the Parent Tag Name as similar as possible to the screen Description you entered in step 3.
   2. Attach to: Leave the default value of Policy.
5. Click OK.
6. When you have added all the necessary labels and text boxes, click File, Save to save your changes and File, Close to close the screen.

Delete a Screen

1. In the treeview on the left side of the screen, highlight the name of the screen you wish to delete.
2. Click File > Delete on the menubar.
3. The Delete Screen window displays. Click OK.

Edit a Screen

1. In the treeview on the left side of the screen, highlight the name of the screen you wish to edit.
2. Either double click the screen or click File > Open on the menubar.
3. When you have made all necessary revisions, click File > Save and then File > Close to close the screen.

Fields

Add a label

Labels provide the text that identifies fields on forms. (For example, to add the First Name field to your form, you would place a label containing the text "First Name" adjacent to a text box where the user would enter a first name.) Labels can also be used as page or section headings.

1. Under Controls on the right side of the screen, select Label.
2. Click and drag the label control onto the center panel of the screen. Place it where you would like the label to display on your form.
3. Under Appearance, click the Text field. Enter the text you would like to display for this label.
4. Use the options under Appearance, Behavior, and Layout to modify the label as desired.

Add a text box

Text boxes provide space for the user filling out the form to enter data. (For example, to add the First Name field to your form, you would place a text box next to a label reading "First Name.")

1. Under Controls on the right side of the screen, select TextBox.
2. Click and drag the text box control onto the center panel of the screen. Place it where you would like the text box to display on your form.
3. Under Appearance, click the PromptText field. This is the text that will identify this field when you set up documents for Word merges, so it is important for it to be specific. A good practice is to enter the same text as (or text as similar as possible to) the corresponding label.
4. Use the options under Appearance, Behavior, and Layout to modify the text box as desired.

Align fields

1. Press [Ctrl] on your keyboard while clicking all the items (labels/text boxes) you wish to align.
2. On the menubar, click Format > Align.
3. Select how you would like to align the items:
   • Left: Aligns the left edges.
   • Center: Aligns the horizontal centers.
   • Right: Aligns the right edges.
   • Top: Aligns the top edges.
   • Middle: Aligns the vertical centers.
   • Bottom: Aligns the bottom edges.

Change label style

1. Select the appropriate label.
2. Under Appearance, click the Style property.
3. Click the dropdown arrow and select Normal, Subtitle, or Title. The font style and size for the label changes accordingly.

Format a text box

1. Select the appropriate text box.
2. Under Behavior, click the DataType property.
3. Click the dropdown arrow and select one of the following:
   • Alphanumeric: Uppercase letters, numbers, and symbols.
   • Date: Must be in numerical format and contain the month, day, and year.
   • Numeric: Numbers only.
   • Text: Uppercase and lowercase letters, numbers, and symbols.
   • Lienholder data types: Default information from your main lienholder database onto the custom dec screen.
4. If desired, click the MaxLength property and revise the maximum number of characters that can be entered in this field.

Move an item

1. Select the appropriate label or text box.
2. To move the item, either drag it across the screen or change the values for the X and Y properties under Layout, Location.

Remove an item

1. Select the appropriate label or text box.

2. On the menubar, click Edit > Delete.

Resize an item

1. Select the appropriate label or text box.
2. To resize the item, either click and drag the white squares around its border or change the values for the Width and Height properties under Layout, Size.

Set tab order

The tab order is the order the user will access each of the fields when navigating the form by pressing the [Tab] key.

1. On the menubar, click Options, Tab Order.
2. Click Set.
3. Click the fields in the appropriate order. When you have clicked all the fields, the tab order will automatically be saved. To cancel without saving your changes, click Options > Tab Order > Exit.
4. To change the tab order of an individual item, select the item and modify the value for the TabOrder property under Behavior.

Schedule Screens

Define column headings/numbers

If this is a schedule screen, you will need to define at least one column heading or number, because at least one field needs to display in the list on the completed form.

1. Select the appropriate text box. The data entered in this field should be data that will display in a list of scheduled items.
2. Click the column heading property under Schedule Item and enter the desired heading.

3. Click the column number property to determine the order in which the column will display.