Form Creation

Create a Basic Form

1. Create a New Form
   1. Select Administration from the main menu.
   2. Select Form Workflow/Definition.
   3. Select New Form/Workflow.
   4. Select the Module to associate with the new form.
   5. Select Create.

The following steps must be completed prior to the form design being completed. Defaults are accepted. Further information related to Workflow and Access Control is covered in a later chapter.

2. Naming a Form
   1. Enter a Name for the form.
   2. To continue designing the form a Section must be created. Select Add Section.
   3. Enter a Name for the Section.
   4. Select Ok.
3. Add a Field
   1. Select Add Field.
   2. Enter a Name for the field.
   3. Select Ok.
4. Create a Workflow Step
   1. Select Workflow Definition.
   2. Select New Step.
   3. Enter a Status Label. Typical first steps are named Draft
   4. Select Create.
   5. From the drop down list select the first step e.g. Draft.
5. Add a field to the Record List
   1. Select Record List.
   2. Select Add and choose the newly created field from the drop down field.
6. Save Form
   1. Select Save. Selecting Save will return back to the Form/Workflow Definition tab.

Set Access Control (Initial Setup)

1. Double click the newly created form to open it.
2. Select Access Control and complete the General, Advancing in the Workflow, Record Readable in the workflow and Section Access Tabs. Full instructions available on the related help page.
3. Optionally, navigate to the 'Version' tab to configure group permissions for deleting, editing, viewing past versions, and creating new record versions. Users not in configured groups will be denied access to record versions.