The Forms tool is composed of three main components that allow admins to manage forms efficiently:
- Filters menu, used to locate existing forms.
- ADD NEW FORM button, used to create new forms.
- Forms table, used to view, edit, and delete forms.
This article explains how to use each of these components to manage Forms in the system.
how to search by form name
To filter forms using the form name, follow these steps:
1. Click the Search by form name field.
2. Enter the name (or part of the name) of the form.
The forms table will display only the forms whose Name column matches the entered value.
3 STEPS
1. To search for a form by name, start from the Forms dashboard.
Click the Search by form name field and enter the form name, or part of the name.
2. As you type, the Forms table updates automatically to display only the forms whose name matches your search.
3. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2669022/Forms---how-to-search-by-form-name?iframeHash=watchsteps-1&lang=en
how to search by object name
To filter forms using the Object name, follow these steps:
1. Click the Search by object name field.
2. Enter the name of the Object.
The forms table will display only the forms that are based on the selected Object, matching the Object column.
3 STEPS
1. To search for forms by object name, start from the Forms dashboard.
Click the Search by object name field and enter the name of the object.
2. The Forms table updates automatically to display only the forms associated with that object, based on the Object column.
3. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2669023/Forms---how-to-search-by-object-name?iframeHash=watchsteps-1&lang=en
To clear all applied filters, click the CLEAR FILTERS button.
how to add a new form
To create a new form, follow these steps:
1. Click ADD NEW FORM.
2. Enter the Form Name.
3. Select an Object.
4. Confirm that the Status is set to Active (this is the default).
5. Design the form in the Form Editor.
6. Click SAVE.
During the form creation process, the layout can be configured, previewed the form, and created logic rules. Learn how to use the Form Editor in the next article.
how to edit a form from the name column
To edit a form directly from the Name column:
1. Locate a created form to edit.
2. Double-click the form name.
This opens the Form Editor, which allows several changes to be made and saved.
3. Edit the form.
4. Click SAVE.
4 STEPS
1. To edit a form from the Name column, start by going to the Forms dashboard and finding the form you want to update.
Once you locate it, simply double-click the form name.
2. This opens the Form Editor, where you can make any changes to the form’s layout or settings.
3. When you’re done, click SAVE to apply your updates.
4. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2669041/Forms---how-to-edit-a-form-from-the-name-column?iframeHash=watchsteps-1&lang=en
how to edit a form from the actions column
To edit a form using the Actions column:
1. Locate a created form to edit.
2. Click the three-dot menu in the Actions column.
3. Click Edit Form.
This opens the Form Editor, which allows users to make and save changes.
4. Edit the form.
5. Click SAVE.
4 STEPS
1. To edit a form using the Actions column, start by locating the form you want to update in the Forms table.
In the Actions column, click the three-dot menu next to the form.
2. Then select Edit Form.
3. The Form Editor opens, allowing you to make changes to the form’s layout or settings.
When you’re finished, click SAVE to apply your updates.
4. That's it. You have edited a form from the action column.
Here's an interactive tutorial
https://www.iorad.com/player/2669043/Forms---how-to-edit-a-form-from-the-actions-column?iframeHash=watchsteps-1&lang=en
how to delete a form
To delete a form from the Actions column:
1. Locate a created form to delete.
2. Click the three-dot menu in the Actions column.
3. Click Delete Form.
In the confirmation pop-up, click YES, DELETE ITEM.
The Form will be permanently removed from the system.
4 STEPS
1. To delete a form, start by locating the form you want to remove in the Forms dashboard.
In the Actions column, click the three-dot menu next to the form
2. Select Delete form.
3. When the confirmation message appears, click YES, DELETE ITEM? to confirm.
The form is permanently removed from the system.
4. That's it. You have deleted a form.
Here's an interactive tutorial
https://www.iorad.com/player/2669048/Forms---how-to-delete-a-form?iframeHash=watchsteps-1&lang=en
All other columns in the forms table are informational and cannot be edited directly.
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