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myosh Help Logomyosh help
Form Editor OverviewEditing an Existing FormAdding SectionsUsing TemplatesAdding QuestionsAdvanced Validation RulesLinked Records ConfigurationText Fields (Single Line)Signature FieldsLabel FieldsMultiselect Checkbox FieldsSelect Fields (Dropdown)Date FieldsRadio Button FieldsPerson Select FieldsUpdating or Deleting Existing Fields
Basic Form Editor

Form Editor Overview

Introduction to the Form Editor tools available to Administrators for creating and modifying forms and workflows within myosh modules.

The Form Editor tools, accessed via the Administration menu under 'Form/Workflow Definition', allow Administrators to create new forms or modify existing ones within myosh modules. Each module contains at least one form, associated with a series of workflow steps (e.g., Draft, Open, Completed).

Administrators can change the design of forms using various tools like adding sections, questions, fields, signatures, etc. The ability to create entirely new forms might depend on the system configuration.

The pages in this section are relevant to the Basic Form Editor. Advanced configuration is available for Custom tier systems and require additional training to access as improper use can lead to data destruction. Furthermore, users which have access to advanced form configuration will not be able to use the form editor described in this collection of pages, as the advanced editor replaces it in the Administration section.

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Impact of Site Administration on Other Modules

Understand how settings in Site Administration automatically influence processes in Incident Reporting, Hazard Management, Training, and Equipment Maintenance.

Editing an Existing Form

Steps for Administrators to edit the design of an existing form using the Form Editor tools.