User manual

Professional, and forms that have been created by the Autodesk Custom
Implementation team. You can print this list by clicking the Print button.
From this tab you can create a new custom form based on an existing form.
The actual customization of the form does not take place within Buzzsaw
Professional but rather on your hard drive. Microsoft
®
InfoPath
™
is required
to open and modify .xsn files.
1 Next to the existing form that you want to base your new form on, select
Customize from the drop-down list box.
2 Save the .xsn file to your hard drive.
3 Modify the .xsn file using InfoPath and save it.
4 Return to Buzzsaw Professional and import the .xsn file saved in step 3.
Follow the process for
Importing Forms (page 282).
See also:
Forms Setup (page 279)
Importing Forms (page 282)
Importing Forms
Only available to Buzzsaw Professional administrators.
Using the import wizard you can import forms that are an Microsoft
®
InfoPath
™
(.xsn) file. Access this wizard through the title bar, Site Setup
➤ Forms Setup. In the Site Forms tab click the Import New Form link.
Optional Step 1 if designing a new form
This step of the wizard is available if you click
Design a New Form (page 280)
in the Site Forms tab. In this wizard you are selecting a form that will act as
a template for a new form. You will actually create and customize the form
in InfoPath, and then import the form into Buzzsaw.
1 To the right of the form that you want to customize, select Customize
from the drop-down list box.
2 Click Next to proceed with the next four steps.
282 | Chapter 19 Forms Setup