Create a Stored Format

Use the Format window in the Stored Format Manager to create a stored format.

To create a stored format:

  1. Open the Stored Format Manager.
  2. Select a scope and subfolder (if needed).
  3. Select Create New.
  4. Provide a name and description for the format.
  5. In the Picture field, specify the formula and/or add criteria by selecting an option in the drop-down list. For example, (###) ###-#### would format numbers in a Phone field to (719) 555-5555.
  6. Define the case (select one):
    • Keep casing as entered: Maintain the case as it is entered into the field by the user.
    • Make uppercase: Make all characters uppercase (example: AAAA), regardless of how characters are entered into the field.
    • Make lowercase: Make all characters lowercase (example: aaaaa), regardless of how characters are entered into the field.
  7. Select the Characters/Digits Entered at Right and Pushed to Left checkbox to add data from left-to-right (example: (719) 555-5555). If not cleared, data is entered from right-to-left (example: (555) 555-5917).
  8. Select Save.