An electronic form can be used in much the same way that a paper form is used - to collect information - but now the information will be stored in your database instead of on paper in your file cabinet. Using a database gives you the ability not only to collect information but the flexibility to display the stored information with the same form that was used to collect it, display portions of the data from all documents on other forms, and perform calculations or statistical analysis on the information in one document, many documents, and documents across many application cycles. The topics in this section will show you how to configure the forms you'll need for your application documents and the forms that you, your staff, and others who are involved in your process can use to work with those documents.
The Forms Page displays a list of all of the forms stored in your database. From this page you can use the control icons to create new forms, modify existing forms, delete forms, and view reports of the information stored in your database.
Adding a Form
Click on the icon above the form list. You are directed to the Edit Form page where you can define the form's purpose and configure the information contained in the form. The new form is not added to the list until you save its definition.
Modifying a Form's Definition
Click on the icon in the form's Control column. You are directed to the Edit Form page and the form's current definition is displayed.
Copying a Form's Definition
Click on the icon in the form's Control column. The new form is added to the list and you are directed to the Edit Form page where a copy of the form's definition is displayed. All of the table rows are copied but some of the form's definition is cleared in the copy, in particular the parent, position, and conditional settings and will need to be selected in order to save the new form.
Deleting Form Definitions
Click on the icon in the form's Control column to delete a single form. To delete more than one form, select the forms using the check boxes next to the form names and then click the icon above the form list. In either case you will be asked to confirm the action.
When you click the confirmation button, the form definition is permanently deleted from your database. The information collected with the form, however, is still retained in your database fields. To delete all the forms from your database, select the check box in the header row of the form table.
Adding Information to a Form