Change the Default Offline Form for the Family

Steps

  1. Access the Family Management page.

  2. On the Family Management page, in the left pane, select Entity, and then select the entity whose datasheet you want to configure.

    The workspace for the selected entity family appears.

  3. In the workspace, select Datasheets, and then select Manage Offline Forms.

    The default offline form appears.

    Note: If there is an existing offline form for the entity, the offline form for that entity appears. If there is more than one offline form, the default offline form for that entity appears.

  4. In the upper-right corner of the offline form, select .

    The Form Information window appears.

  5. Clear the Default checkbox, and then select the Update button.

    The offline form is no longer the default form.

  6. In the upper-right corner of the offline form, select , and then select the Offline form that you want to set as default.

    The offline form for the selected Entity family appears.

  7. In the upper-right corner of the offline form, select .

    The Form Information window appears.

  8. Select the Default checkbox, and then select Update.

    This offline form is now the default form.

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