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Forms are used to post information in a standard, simplified manner, using fields and attachments stored in a database.
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A form can be an HTML document, created in an HTML editor, or can be prepared on Studio and exported to be posted on the platform.
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01. After clicking on the option New form in the location where it will be created, enter a description.
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To exclude a dataset that has been added, simply click on the bin icon, located to the right of the dataset name. |
16. Click on Confirm.
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01. Find and click on the name of the form you wish to access.
02. View form records.
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01. Find the form for which you wish to request additional permissions.
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Clicking on this option opens a window in which you can request additional permissions for the form. For more information, see Request additional permission for a folder or document. |
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01. Find the form for which you wish to view the attachments.
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Clicking on this option opens a window in which you can view the form attachments. For more information, see View document attachments. |
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01. Find the form for which you wish to define priority.
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For more information about form priority, see Define priority for a folder or document. If the Priority column is not displayed in the folder containing the form, you can enable it by following the steps of the alternative path View folder content priority under Folder.. |
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01. Find the form that you wish to define as a favorite.
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For more information about the Favorites feature, see Define folder or document as favorite. |
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01. Find the form that you wish to rename.
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Clicking on this option opens a window in which you can rename the form. For more information, see Rename folder or document. |
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01. Find the form that you wish to edit.
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Clicking on this option opens a window in which you can edit the form. For more information, see Edit folder or document properties. |
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01. Find the form for which you wish to restore an older version.
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Clicking on this option opens a window in which you can restore an older version of the form. For more information, see Restore document version. |
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01. Find and select the form for which you wish to create a mirror document.
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Clicking on this option opens a window in which you can finish creating a mirror document of the form. For more information, see Mirror document. |
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01. Find and access the form containing the posted records that you wish to change in bulk.
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Clicking on this option opens the window in which you can change the properties of multiple form records in bulk. For more information, see Changing documents in bulk. |
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01. Find and access the form for which you wish to filter the records.
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Clicking on this option opens the window in which you can define the data by which the form records will be filtered. For more information, see Filter content of a folder or form. |
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01. Find and access the form for which you wish to view the priority of records.
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Clicking on this option opens the Priority column, next to the Code column, in which you can view and define a numerical priority for the form records, as well as sorting them by priority. To do that, simply click on the column to sort the content. |
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01. Find and access the form for which you wish to hide the priority of the content.
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Clicking on this option hides the Priority column for the form records. |
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01. Find and access the form for which you wish to add a record.
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Clicking on this option opens a window in which you can add a form record. For more information, see Form record. |
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01. Find and select the form you wish to delete.
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Clicking on this option opens a message stating that the form has been deleted. However, it is only deleted from the document browsing structure, and will remain in the Bin. When Quota control is active, the space occupied by the form in the folder will be freed only when the form is deleted from the Bin. For more information on how to restore or definitively delete the form from the platform, go to the Bin. |
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This documentation is valid as of the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform. |
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