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Table of Contents
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Speaking of form record ...

A form record is a set of data entered when answering a form. They are published within the form to which they belong, in the same format and with the same data, corresponding to the existing fields on the form.

 

 



Basic path

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01. After clicking the New form record option on the form of your choosing, enter the required information in the Publishing files tab.

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For more information about the procedure, see Define security criteria for folder or document.

12. Click on Confirm.

 

Alternative paths

 



View a form record

 

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01. Find and click on the name of the form record to be viewed.

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You can perform some actions when viewing the form record, such as viewing its properties, viewing social information, copying its link, among others. For more information, see View document.

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Request additional permission on a form record

 

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01. Find the form record on which to request additional permissions.

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Clicking on this option opens a window in which you can request additional permissions on the form record. For more information, see Request additional permission for a folder or document.

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Define priority for a form record

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01. Find the form record for which to define priority.

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For more information on form record priority, see Define priority for a folder or document.

If the Priority column is not displayed on the form containing the record, you can enable it by following the steps in the alternative path Viewing folder content priority under Folder..

 



Perform a social action for a form record

 

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01. Find the form record for which to perform a social action.

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For more information on the social actions that can be performed for a form record in document browsing, see Support folder or document, Comment on folder or document and Share folder or document

 



Check form record status

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01. Find the form record of which to check the status.

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For more information on the Follow feature, see Follow document.

 



Define a form record as favorite

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01. Find the form record to be defined as favorite.

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For more information about the Favorites feature, see Define folder or document as favorite.  



Rename a form record

 

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01. Find the form record to be renamed.

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Clicking on this option opens a window in which you can rename the form record. For more information, see Rename folder or document.

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Edit form record properties

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01. Find the form record for which to edit the properties.

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Clicking on this option opens a window in which you can edit the form record properties. For more information, see Edit folder or document properties.  



Restore a form record version

 

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01. Find the form record for which 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 record. For more information, see Restore document version.

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Mirror a form record

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01. Find and select the form record for which 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 record. For more information, see Mirror document.

 



Delete a form record

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01. Find and select the form record to be deleted.

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Info
titleAttention!

This documentation is valid as of the 1.5.11 update. Previous updates may contain different information than what you see on your platform.

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