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To copy a form, go to the Home Page of the Forms Module and select the three dot icon to the right of the form title you wish to copy. Select “Copy Form” from the context menu opening the Copy (FORM NAME) Modal. Input the desired name for the newly copie...

To create a new form, open the Home Page in the Forms Module from the Main Menu and select the Create Form button beneath the page header. This will open the New Form Modal. Input the Form Title (a required field), form notes, and any open/permissive/res...

To create a form aggregation, go to the Forms Home Page and select the “Form Aggregation” button. This opens the Form Aggregation Page. Select the “Create Aggregation” button opening the New Form Aggregation Modal. Input the form aggregation title, a...

To add a form field rule, 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 create a rule for opening the Form context menu. Select “Rules”. This opens the Rules Tab containing the Rule Table. ...

To delete a form, go to the Home Page of the Forms Module. Click the three dot (…) icon to the right of the form you want to delete to open the Form’s context menu. Select “Delete Form” opening the Delete Form Confirmation Modal which displays the Form Titl...

To delete 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 delete an entry in. This opens the Form’s context menu. Select “Manage Entries” from the context menu opening the Entries for...

To delete a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups Page in the Forms Module. Click the three-dot icon to the right of the forms group you wish to delete opening the form group context menu. Select “Delete Group...

To delete all entries made while a form is in Preview Mode, go to the Home Page of the Forms Module and select the three dot icon to the right of the form title you wish to delete entries in. A form must be in preview mode to bulk delete existing entries. ...

While this option will show on the context menu, you can only download a PDF if a PDF has been associated with the specific form selected. To download a specific form PDF, go to the Home Page of the Forms Module and click the three-dot icon to the right of th...

To edit a form, go to the Home Page in the Forms Module. Click the three-dot icon to the right of the form you wish to edit opening the specific form’s context menu. Select “Edit Form”. This opens the “Edit Form Modal”. The title, tags, groups, and modul...

To edit 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 for (FO...

Anyone can edit a form entry if they have the permission to edit entries, regardless of the approval requirements. To edit a form entry pending approval, go to the Home Page of the Forms Module. Select “View Entry” from the Actions column of the Form Entri...

To edit a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups Page in the Forms Module. Click the three-dot icon to the right of the forms group you wish to edit opening the form group context menu. Select “Edit Group” open...

To change the status of a form rule, go to the Home Page in the Forms Module. Click the three dot icon to the right of the form title that you want to create a rule for opening the Form context menu. Select “Rules”. This opens the Rules Tab containing the R...

To export form entries, go to the Forms Table on the Home Page of the Forms Module. Click the three-dot icon to the right of the title of the form from which you wish to export all entries opening the Forms Table context menu. Select “Manage Entries”. This ...

Importing fields from a PDF Field Import has multiple purposes. Not only will the form fields be generated through this process, the PDF will also be saved by the system, so that future form entries can be downloaded into this PDF, allowing for customizable ou...

If a field has already been added to a form, you are no longer able to bulk import form field names from a CSV file. You are now required to enter each field name individually. How To: Add a Field to a Form To import form field names from a CSV file, go to t...

To import form entries from a CSV, form fields must have already been created. How To: Add a Field to a Form How To: Import Form Fields from a CSV File How To: Import Fields from a PDF Field Import To import form entries from a CSV, go to the Home Page of ...