Printing with Intelligent Forms

A form must be in production (i.e., the file must be live) in order to print it. If a user attempts to print a form that is not live, BarTender Cloud displays an error.

In the BarTender Cloud folders no extension is displayed, so to identify which files are forms and which files are documents the user needs to look at the icons. For labels, Print Portal displays a thumbnail of the label; for forms, Print Portal displays this icon .

Please be aware that working with document files that have linked Intelligent Forms is somewhat different than working with BarTender document files.

ClosedTo preview a form

In the Intelligent Form Builder

Preview forms that are not in production using the Intelligent Form Builder page.

  • On the Intelligent Form Builder page, click Preview to view the form.

In the BarTender Cloud folders

Preview forms that are in production using the BarTender Cloud folders.

  • Double-click the label file you want to print. Alternatively, in the folders, select the form file you want to preview, click , and select Execute.

    Click Cancel to close the form, or Print to print it.

Preview forms that are in production and attached to a label file using the Print page.

  1. Double-click the label file you want to print. Alternatively, in Print Portal, select the file you want to print, click , and select Print.

  2. On the Print page, click Preview to view the label before printing it.

    BarTender Cloud displays the form.

  3. Click Cancel to return to the print page.

ClosedTo reset a form

  1. Double-click the file you want to print. Alternatively, in Print Portal, select the file you want to print, click , and select Execute.

  2. When the Data Entry Form displays, enter any necessary information necessary.

  3. To clear the entries you just made, click Reset.

ClosedTo test print

  1. Double-click the label file you want to print. Alternatively, in Print Portal select the label file you want to print, click , and select Print.

  2. Click Test Print, to print a single item. The test includes any changes made to the print time overrides.

  3. If the form attached to this file is an Intelligent Form (), when the Data Entry Form displays, enter any necessary information, then click Print

    • When entering a date in a field on a form, you must use the following format: yyyy-mm-dd

ClosedTo print from a form

Printing from a form is different than printing from a label file. For information about printing a label, refer to Printing a Document.

  1. Double-click the form file () you want to print. Alternatively, in Print Portal select the form file you want to print, click , and select Print.

    The form opens in a new browser tab.

  2. If the form includes the ability to select a printer or a label file, and set the number of copies, make those selections.

  3. Enter any necessary information.

    • When entering a date in a field on a form, you must use the following format: yyyy-mm-dd
    • If the form contains multiple pages and Display Progress Indicator is turned on, use the Next button to move to the next page.
      • The page you are working on will be highlighted and numbered
      • Any page that has not been completed displays as gray.

      • When a page has been completed and you have moved to a new page, the new page is numbered and highlighted and the completed page displays a checkmark.

      • You cannot use the progress indicator to move to an uncompleted page; however, you can click any of the highlighted button to move to a page that has been completed.

  4. Click Print.

    The label prints using Cloud resources.

  5. If you have printed to a PDF file, click Download to download and view the printed file.

Because the form opens in a new browser tab, there is no "back" function, either through a link or the back arrow on the browser. You must manually click the Print Portal tab to return.

If you print a document file which is only linked to an Intelligent Form, only the default data can be printed for that document. However, if you print a document file that also includes a form built in BarTender Cloud, the BarTender Cloud form will display when you click Print.

To print the document file that includes only an Intelligent Form or includes both a BarTender Cloud form and a linked Intelligent Form, you must launch the print from the Intelligent Form.