Page Comparison

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1. In the Forms section of the Forms and Vessels workspace, do either of the following:
   • To create a new form from scratch, click .
   • To copy an existing custom or standard form, hover over its row, click , and then click Copy.
     

     Note: To copy a standard form, make sure it is updated to version 2.21.619 or higher.

     

2. Configure the form:

   Anchor
   requiredfields requiredfields

   Anchor
   voyageinstructions voyageinstructions

   • Report Type and Form is applicable: Some Report Types are applicable only in certain places. Fields that are required for the validation of a Report Type are automatically added to forms of that type and cannot be removed.

     Report Type	Form is applicable	Required Fields
     Arrival	In Port In Port (Berth): For Onboard forms only. In Port (Cargo): For Onboard forms only.	Voyage Number Port
     Departure	In Port In Port (Berth): For Onboard forms only. In Port (Cargo): For Onboard forms only.	Voyage Number Port
     Noon	In Port In Port (Berth): For Onboard forms only. In Port (Cargo): For Onboard forms only. At Sea In Port or At Sea	Voyage Number Port
     Voyage Instructions	Voyage FOB Cargo	None
     Other Anchor Other Other	In Port In Port (Berth): For Onboard forms only. In Port (Cargo): For Onboard forms only. At Sea In Port or At Sea	Voyage Number

     • Fields that are required based on another field that was added are also added automatically, but they can be removed.

       • When you add the field Slip %, Observed Distance and Engine Distance fields also appear because Slip % is calculated as 1 − (Observed Distance ÷ Engine Distance). However, if you remove Observed Distance and Engine Distance, Slip % cannot be calculated.
   • Layout:
     • Maintain Form Field Positions When Hidden: Select to have all fields maintain their position on the form whether or not they are hidden, preventing other fields from shifting.
   • Workflow:
     • Require Approval
     • Allow Submission Prior to Voyage Commencement
     • Display Chief Engineer's Name
     • For Voyage Instructions only:
       • Enable Revision History
       • Take P&L Snapshot Upon Submission (with configuration flag CFGEnableVIFormPnlSnapshots enabled)

3. Click Save. Your form appears in the Form Designer, with Form Elements (sections and elements) in use on the left and a live preview on the right.
   

4. In the Form Designer, do any of the following:
   • Edit form configuration: Click .
   • Create a header
   • Add sections
   • Add elements
   • Rearrange elements
5. Click . When the form is saved, the button changes to  to show you that there are no changes left to save.
   • To return to the list, click . To open the form from the list, click its name.

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