In Release 3.0 we focused on giving you more control over the look and feel of your document forms. You can now easily customize all of the style attributes of form entries – font colors, sizes, and styles as well as background colors, title widths, borders, spacing, etc. – without entering HTML code. We have also given you the ability to change the page width of both document and list forms to accommodate the form contents.
You also have the option to modify your forms using our new drag-n-drop Visual Layout. With it you can drag your form entry to set its position and, best of all, place fields and labels where you want them to appear. You can combine multiple entries on one row and maximize the use of horizontal space, present side-by-side columns of test scores, or place explanatory text next to an entry. The Visual Layout displays the form entries as they will appear in the document – no need to switch back and forth between preview and editing mode.
All types of form entries can now be made conditional and multiple conditions may be set for one entry. Additional instructions can now be displayed only when the associated field is displayed. When multiple conditions are used, all must be satisfied in order for the conditional entry to be displayed. We have also added more operators to the conditional settings, similar to those used in filters.
If you prefer to work with the traditional Basic Layout, you’ll notice that it provides you with the same style settings and conditional options that are available in the Visual Layout.
We have expanded the concept of Master Field, which is used to supply one set of options for use in multiple fields, to produce user lists. If you are separately maintaining lists of counselors or principals, for example, who also have accounts in your site you can now pick that User Type as the Master Field. The field will then draw its options from your user accounts. New users will appear in the list automatically and disabled user accounts will be treated as disabled field options: not available for selection but preserved if they were previously selected.
We have also improved the process of manually defining field options. When you add a new option, the settings for Display Order and Stored Value will default to the next available number. When you modify the Display Order of an option to shift its position, the Display Orders of the entries that follow will be renumbered as necessary.
Last but not least, there is now an option to alphabetize field options. Simply check the Options Alphabetical box and any existing entries will be sorted alphabetically. The options will remain in order when you add new options or change the Displayed Option of an existing option as long as that check box is selected.
For those of you who archive documents from previous cycles online, we have added the ability to define which states are part of the current cycle by identifying those states as “Active.” Document count, which limits the number of documents a user can create, will only consider documents in active states, and our report features will only include active documents.
The new Integrity Report adds audit capability to our reporting functions. It flags as “suspect” any data entries made by users with wide-ranging permissions who wouldn’t be expected to make an entry in a particular field – in a field that only applicants should be using, for example, or in reviewer scoring. In the highest level report you can see at a glance if any data has been flagged as suspect and can then drill down to the form entry level to inspect each entry. When you enter a document from this report the suspect entries display the user name of the person who entered the data and the date and time the information was saved.