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Once you click the Edit button the DevExpress report builder opens.  From inside the report builder, click on File in the upper left hand corner and then Save As.

 

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The Save As window will come up and you will want to navigate to Rwhere you want to save the file (Example:  R:\CUSTOM FORMS\ERP\[customer name]ABC LAYER CO), name the custom form, and save it into the folder associated with customer that we have created this form for.  Once a copy has been saved on our servers, you will also want to update the Confluence page associated with the customer’s custom forms by dropping the file directly onto the page (which can be found linked under this page).

 

 

IMPORTING:

From the Miscellaneous tab, in the Master module, click on Custom Forms.

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You must now navigate to where the file is located (Example: R:\CUSTOM FORMS\ERP\[customer name] ABC LAYER CO) and choose the saved .REPX file you want to import.  Click Open.

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