Form Details

    Rules  | Links  | Settings

Use the Form Details page to modify forms, create and modify rules for processing forms, and link forms to each other. 

Modify Form

1. On the top menu bar, click System Management ( ) > Administration > Work Management > App Designer
2. On the App Summary page, click the form you want to modify

3. On the  Form page, at the top middle of the page, choose the part of the form to work on:

                                                  

   Part of App	Description
   Form	Add and modify sections and add various types of fields to those sections
   Links (Optional)	Link the form to other related forms
   Rules (Optional)	Add and modify if/then rules to automate your workflow
   Settings	Configure the form's settings

                                                               

   A red dot means that part of the form contains an error.

                                                               

                                                               

                                                               
   3a: Form                                                                                                                                                                                                        

   Add Section

   1. At the bottom of the screen, click + Add Section. Result: A new section appears
   2. In the new section, fill in the section name
   3. Add fields. See Add Field, below

                                                                           

                                                                      

   Add Field  

   1. Click + Add Field. Result: The Add Field window appears
   2. In the Add Field window, click the field to add. For details on fields and how to configure them, see Field Types
   3. In the Configure Field window, fill in the fields. For details on fields and how to configure them, see Field Types 
   4. Click Save

                                                                                                                                

   Move Sections and Fields   

                                        

   Part of Form	How to Move
   Field	Click Move (  ) to drag and drop the field into a new location in the section or in another section                                                                                              Move Data List Fields to Other Sections          Click the Data List field type In the left column, set Group Fields to N Click Save. Result: The form refreshes with the Data List field absent, but the fields it contains now appear with Move (  ) button Find the Data List field you want to move to another section and click Move (  ) to drag and drop it into a new location in  another section                                                                                                   If you move all fields out of the Data List field and into other sections of the form, then open one of them and change Group Fields to Y, the system puts all the fields back in the original Data List field in the section that originally contained it.
   Section	Click Move To (  ). Result: The Move To dropdown list appears with the other sections in the form In the Move To dropdown list, choose the section to you want to place this section above. If you choose the final section, the moved section appears as the new final section

                                                                                                                                                                                                        

   Delete Sections and Fields    

                                                                                                                                                                

   Part of Form	How to Move
   Field	At the right end of the field, click the ellipses ( ...). Result: A small window appears  In the window, click Delete ( )
   Section	In the upper right corner of the section, click Delete (  )

                                                                                                                                                                                                        

   Copy Fields 

   1. At the right end of the field, click the ellipses ( ...). Result: A small window appears 
   2. In the window, click Copy (   )

                                                                               

    

                                                               

   3b:  Links  (Optional): Link the form to other related forms

                                                               

   3c:    Rules  (Optional): Add and modify rules to automate your workflow

                                                               

   3d:  Settings: Configure the form's settings

4. Save and other final actions: See Saving and Publishing, below