Application and Individual Form Defaults

When a form is first opened in Predictive Planning, it receives factory defaults for all Predictive Planning settings (that is, all of the settings that appear in the Set Up Form dialog). You will probably want to override some of these settings and create an application-level default for all forms, or individually customize the default settings for selected forms. The application default settings are stored in the Planning application and are applied to all forms when they are opened. Individual defaults are stored with the form to which they are applied.

Tip:

Set the application-level default for all forms first, and then customize the default for individual forms as needed.

  To set application-level defaults:

  1. Open any form.

  2. Customize the settings in the Set Up Form dialog.

  3. Click Set Default.

    All settings on all tabs of the Set Up Form dialog are immediately saved as application defaults for all forms.

  4. Press Cancel to avoid setting an individual-level default for the current form.

  To set individual-level defaults:

  1. Open a form and customize the settings in the Set Up Form dialog.

  2. Click OK to save all settings on all tabs as individual defaults.

    Whenever that form is opened, all the settings are applied and override any application-level defaults.

When forms are opened by users, the form first receives any individual-level default settings, if an individual default was created, and then receives application-level defaults.