Creating and Managing Forms

A Form template is a compilation of attributes. After a form is created it can be added to a page which will allow a user to input or view attribute data.

Create a New Form

When creating a profile type a user is prompted to create supporting content, which would include a new form. If a form was already created for a profile type during this process, search for the profile type name and edit that form instead of creating a new form.

To create a new form, from the Admin Console:

1. Select Templates in the left navigation

2. Select forms

3. Select the + Form button, or select the form by the profile type it's related to.

4. Enter the appropriate values for each field

   • Name: provide a name for the form (i.e. EmployeeID)
   • Uid: is system generated unique identifier, it cannot be changed after the form is created. During creation, administrators can accept the default or choose to specify this value.
   • Description: enter text to describe the form

5. Select create

6. Specify the appropriate information in each field

   • LAYOUT

     1. Add Attributes: search and select the attribute(s) to include in the form

        • Edit: enables administrators to edit the attribute if necessary. Refer to Managing Attributes for more information updating existing attributes.

        • Break: adds a blank space directly after the attribute in the form

        • Add forms to options: enables administrators to build conditional inputs. This is only available for Field Types check box, drop-down and radio button. Note: the form must be saved before administrators can set this field.

          1. Select Add forms to options
          2. The available values appear for that attribute
          3. From the drop-down, select the additional form to be displayed when that value is selected by an end user.
          4. Select Save
          5. Once an Add form to options is saved, the label changes to Edit form options, allowing administrators to change the conditional input.

7. Select save

8. Select preview to view the form.

Managing Existing Forms

To view existing forms, from the Admin Console:

1. Select Templates in the left navigation

2. Select forms

3. The tabs at the top of the forms table are:

   • Active: (default) displays all active forms
   • Archived: displays all archived forms

   Selecting the checkbox next to an individual form enables the Actions functionality Selecting the checkbox next to the FORMS header, selects all forms in that status.

   Once a form or multiple forms are selected, perform an action by selecting the ellipsis next to Actions header to display the available actions.

   • Archive: deactivates the selected form. Once this option is chosen, the selected forms are immediately archived. These will appear on the Archived tab. Note: forms currently in use cannot be archived until they are removed from the item where it is being used.
   • Unarchive: activates the selected form. Once this option is chosen, the selected forms are immediately activated. These will appear on the Active tab
   • Clone: makes a copy of the form(s) selected
   • Export: exports the selected form into a .json file that can be saved locally. Once this option is selected, administrators are prompted to download. Select the download and choose a location to save the file.

Updating Existing Forms

To modify an attribute, from the Admin Console:

1. Select Templates in the left navigation

2. Select forms

3. In the bottom table, select the form to view/edit

4. The following tabs are displayed:

   • LAYOUT Tab

   The LAYOUT tab is the default view on the Forms page. Here administrators can view and update the form settings.

   • INFO Tab

   The INFO Tab is where administrators can view and update the name and description of the form.