Forms

Create a New Standard Form

Once a standard form is created, you can configure its title, set the form's priority, create sections, and add elements.

When creating forms for use in a repeatable form, note that only forms with supported elements will be displayed. See the Add Repeatable Forms to a Report for a list of unsupported elements.

To create a new standard form:

  1. Click the icon in the top bar Configurable Forms in the Views section.
  2. Click Create Configurable Form.
  3. Enter the name of the form in the Name field.
  4. Optional: Enter a brief description of the form in the Description field, which will appear below the form’s name while editing the form and on the Configurable Forms landing page.
  5. Select Standard Form from the Form Type dropdown menu. See the Navigation Forms section for information and instructions on creating navigation forms.
  6. Select an object type from the Object Type dropdown menu.The Create Form page.
  7. Click Create to display the Edit Configurable Form page. From here, you can edit the standard form's title, select a priority, and add sections and elements.The Edit Configurable Form page with a blank canvas.

Add Elements to a Standard Form

Elements (e.g. fields, relationships, formulas, etc.) can be added to a standard form by dragging and dropping them from the Form Elements palette and onto a section. You can open and close the palette by clicking theicon in the top-right section of the form canvas. Elements that have already been added to the canvas will appear in the palette with green to the left of their names.

If needed, you can mark added elements as read-only to users viewing the form by hovering your cursor over the element in the canvas, then clicking Mark Read-Only. To make an element editable again, hover your cursor over the element and click Remove Read-Only.

Fields, relationships, references, formulas, and/or roles can only be added to a form after they've been added to the object type as components. See the Object Types section for more information.
When creating forms for use in a repeatable form, note that only forms with supported elements will be displayed. See the Add Repeatable Forms to a Report article for a list of unsupported elements.

View an Example

Adding, removing, and editing form elements on the canvas.

Create a Navigation Form

Data grids are not currently supported in navigation forms.

To create a new navigation form: 

  1. Click the icon in the top bar > Configurable Forms in the Views section.
  2. Click Create Configurable Form.
  3. Enter the name of the form in the Name field.
  4. Optional: Enter a brief description of the form in the Description field, which will appear below the form’s name while editing the form and on the Configurable Forms landing page.
  5. Select Navigation Form from the Form Type dropdown menu.
  6. Select a data definition from the Data Definition dropdown menu. This will determine which objects will appear in the tree on the form. If a user doesn't have permission to view an object, that object and any others below it in the tree will not be visible. See Data Definitions for more information.The Create Form page. 
  7. Click Create to display the Edit Navigation Form page.The Edit Navigation Form page. 
  8. Click the first object type in the tree (this is the anchor object type). 
  9. Select either Form or Data Visualization to choose what's displayed to a user (a standard form or report) when they click an object type node in the tree.
    • If you selected Form:
      1. Select a form for the object type from the dropdown menu.
      2. Optional: Deselect the Use this form for all workflow states checkbox if you wish to specify which form to display for each state in the object type's workflow. If you deselected this checkbox, select a form from the dropdown menus below.Selecting a standard form to display when a user clicks an object type in the nav form.
    • If you selected Data Visualization
      1. Choose a report for the object type from the Select a data visualization to render dropdown menu. Selecting a data visualization to display when a user clicks an object type in the nav form.
        If you do not select a specific form or report to display, any form selected in the object type's workflow permissions for its current state will display by default.
        It's recommended that repeatable form reports are not added to nav forms as doing so may cause performance issues, depending on the amount of data displayed in the form or report.
  10. Continue clicking through each object type in the tree to choose which form or report is displayed to the user. 
  11. Click Done when finished.

Once the form is successfully created and configured, it can be added to a view, the Messaging action in a workflow, or when clicking an object on the My Tasks page.

Create a Form View

To create a form view:

  1. If needed, open the activity you wish to add the view to by clicking theicon in the top bar > Applications in the Application Management section, then clicking the application and activity to show the Edit Activity page.
  2. Click the Add View in the Views section.A new view.
  3. Enter the name of the view in the Name field, which will appear as a header below the view.
  4. Optional: Enter a description in the Description field, which will appear when a user has opened the view. If necessary, apply Markdown formatting to the text. To view popular formatting styles, click theicon beside Basic Markdown Formatting. 
  5. Select an object type or assessment from the Object Type or Assessment dropdown menu to specify which objects will be available in the view.
  6. Select one or more assessment or object type states from the Workflow States dropdown menu to specify which objects or instances will be displayed, based on their current states.
  7. Select Form from the View Action dropdown menu.
  8. Select either the default form or a configurable form from the Define Form to Show dropdown menu. This will be the form that's displayed when the user clicks on an object in the view
    A new form view.
  9. Select either Show view title when empty or Hide view title when empty from the Display Options dropdown menu to show or hide the view's title from the activity when it has no data to display.
  10. Click Create.
  11. Follow steps 2-10 above to continue creating more views as needed.
  12. To reorder how the views appear in the activity and left navigation menu, click and drag the  icon beside a view.
  13. To edit the view's name, description, view action, or form, click the  icon.
  14. To delete the view, click the  icon, then Yes to confirm.