Fact Find, Set-up Styles

 

Styles are used to set the font family, size, colour, etc, of your prompts and data. One “style” may apply to every section of every fact find, so be careful about making changes. To view or edit your styles...

 

 

·         To view a style, like the “Standard” one shown below, select it from the “Selected Style” dropdown

·         To view a section, like the “Personal Details” one shown below, simply left-click it

·         To view a row (i.e. all the items that create a single line, or row, of the selected section) click the “+” next to that row, as per the “Forenames” row, shown below

·         To view an item (i.e. an individual text prompt, spacer or data field that appears in a row) click the “+” next to that item, as per the “text” item in the “Forenames” row, shown below

·         To preview the current selections click the “Preview” button

 

 

For example, the “Standard” style shown above is used by all the prompts and all the data fields in Durell’s standard “Full Fact find”, where it sets the font to “Verdana” and the font size to 9 pixels (n.b. and this applies to your screen, print-out, and website). To change all of the “Full Fact find” prompts and data fields to the “Comic Sans MS” font in blue...

·         Set the “Selected style” dropdown to display “Standard”, as shown above

·         Right-click the “font-family” property and select “Edit”

·         Select the “Comic Sans MS” font, as shown below, and click “OK”

 

 

·         Scroll down through the other properties till you find “Color”

·         Right-click “Color” and select “Edit”

·         Click the colour you require and then click “OK”, as shown below

·         Click the “Preview” button at the bottom right of your “Factfind Editor” pop-up to preview the changes

·         Click the “Revert” button at the top right of the pop-up to cancel the recent style changes and revert to the original settings

·         Warning! If you do not “Revert” to the original style then your style changes will automatically be saved and applied to all layouts

 

 

Note the following about styles....

·         More than one style may be applied to an item. For example, the text item for the “Forenames” row, shown above, has BOTH the “Standard” style (font = Verdana 9 px) AND the “AlignRight” style (right-justified).

·         If you were to create another style called “Red”, just set its “color” property to that colour, then apply it to the “Forenames” row, then just that one prompt would appear in red, as shown below.  

·         The “Full Factfind” layout supplied by Durell uses the “Standard” style for BOTH prompts AND data fields. In contrast the “Mortgage (Elmswood)” layout supplied by Durell uses the “Prompt” style for prompts and a separate “Field” style for data fields, hence its data fields can all be set to have coloured backgrounds, as shown below.

 

 

·         The system has been designed to print on standard A4 pages (portrait, not landscape) and display on screen sizes of 800 x 600, so you cannot make rows of unlimited length, and are advised to limit font sizes to 14 pixels.

 

Import and Export Buttons

For example, you might use the “Import” and “Export” buttons to export the revised styles created at one branch office or network member to all other branches or network members (who would each import it). Alternatively you may ask Durell to create or edit styles for you, in which case they would send you a new style sheet to be imported via this button, as shown below.