Search Results

The Home Page of the Forms Module contains the Forms Table, where all existing forms built within your organization’s subdomain are stored and can be accessed. A “Show forms in groups” checkbox allows a user to customize their view of the Forms Home Page fo...

The Manage Entries Page is utilized to add, edit, import, and export form entries. Bulk edits can be enabled on this page for efficiency by selecting the Enable Bulk Edit Mode checkbox below the filter. You can access a form's Manage Entries Page by opening t...

The Groups Page in the Forms Module is accessible on the Main Menu. The Groups Page is utilized for organizational function and allows forms to be grouped together for efficiency and ease of use. New Groups are created on the Manage Groups Page by clicking t...

The Settings Page in the Forms Module allows an individual to customize and designate permissions pertaining to the Forms Module for system users. Module Levels Tab The Module Level Tab shows the different module levels for the Database Module and the defau...

Users can enable and set their own notifications preferences for system emails on the Notifications Tab of the My Accounts Page in the Accounts Module. WIKI LINK HOW TO: EDIT EMAIL REPORT / ALERT NOTIFICATION SETTINGS Forms Module Email Alerts Summary TableEm...

To access a form’s sharable URL Link or QR Code, go to the Home Page of the Forms Module and select the three-dot icon to the right of the form title whose URL Link or QR Code you want. Click “Overview” on the context menu, opening the form specific Overview...

To add a field to a form, go to the Home Page of the Forms Module. . Click the three-dot icon to the right of the form title that you want to add a field to opening the Form context menu. Select “Fields”. This opens the Fields Tab for the specific form of i...

To add a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups Page in the Forms Module. Select the “New Group” button opening the New Group Modal. Input the name of the new group. Select “Save” and the new group will now ...

To add a new module level in the Forms Module, go to the Settings Page and select the “New Module Level” button. This opens the New Module Level Modal. Input a name for the new module level and select the “Save” button. The new module level will now s...

To add a form entry, go to the Home Page of the Form Module. Click the three dot icon to the right of the form you wish to add an entry to opening the context menu. Select “Webform” to open a modal that displays the form fields. Input the data for each f...

In order for forms to be placed into groups, form groups have to be created first. How To: Add a Forms Group When groups have been added to the Forms Module, the Forms Table on the Home Page is broken into different sections for each group. To place form...

To add tags to a form entry, go to the Home Page of the Forms Module and click the three-dot icon to the right of the form that you wish to edit an entry in. This opens the Form’s context menu. Select “Manage Entries” from the context menu opening the Entries ...

To approve a form entry pending approval, go to the Home Page of the Forms Module. Select “View Entry” from the Actions column of the Form Entries Pending Approval Table opening the view form entry modal. Select the “Approve” button opening a confirmatio...

To Archive a form, it cannot be live. You must close the form first. How To: Close a Form To archive a closed form, go to the Home Page of the Forms Module and click the three-dot icon to the right of the form that you wish to archive. This opens the Form’s...

To bulk edit form entries, go to the Home Page of the Forms Module. Click the three-dot icon to the right of the specific form you wish to bulk edit, opening the Form’s context menu. Select “Manage Entries”. This opens the Manage Entries for (FORM NAME) Pag...

To clear the PDF cache, go to the Home Page of the Forms Module. Click the three-dot icon to the right of the form title opening the Forms Table context menu. Select “Clear PDF Cache”. This opens the Clear PDF Cache Modal. Select between two options: “Cl...

To close a live form, go to the Home Page of the Forms Module and click the three-dot icon to the right of the form that you wish to close. This opens the Form’s context menu. Select “Close Form”. This opens the Close Form Confirmation Modal which states, “...

To convert a database to a form,  go to the Home Page of the Forms Module. Select the “Convert Database to Form” button beneath the Manage Forms header. When you convert a database to a form, the database will no longer be available in the Database Module an...