Options for a Published Form
Last updated
Last updated
Pre-requisites: Configuring the Form Settings option from the Admin module is required before accessing the Forms module for Form creation.
The users can publish the forms they created by them to the BDB Platform. The published forms can be accessed on the BDB Platform homepage under the My Documents section.
Click the Publish icon from the header panel of the selected Form.
Or
Click the Publish option using the Form Options menu.
A pop-up window opens to confirm the action.
Click the Yes option to publish the form.
A success message appears to confirm the action of the publish.
The published form appears under My Documents place of the same Platform account.
Each published Form is credited with some operations on the BDB Platform. Use right-click to access the available Form operations in a context menu.
The form opens in the new tab.
Select the Properties option from the context menu.
The Properties window appears with four options:
Properties: Displays basic details about the Form creation.
Click the Browse option to upload an image.
Click the Save option to save the update.
A message appears to assure about the update.
The image gets updated to the Form.
The Form will be shared with the selected User using the Share with User option.
Select the Share with User option using the Properties window.
Search for the specific user(s) using the Search bar.
Select a user or multiple users using the checkbox(es).
Click the Save option.
A success message appears stating that the document privilege has been updated.
The Form will be shared with the selected user(s) and added to the Shared Documents folder.
Share with Group
The Form gets shared with the selected User Group by selecting the Share with Group option.
Select the Share with Group option using the Properties window.
Search for the specific user group(s) using the Search bar.
Select one or multiple user groups using the checkbox(es).
Click the Save option.
A success message appears stating that the document privilege has been updated.
The Form gets shared with the selected user group(s).
Please Note: A notification mail is sent to the users on their registered mail IDs to whom the concerned Form has been shared either using the Share with User option or the Share with Group option.
The Selected User gets excluded from the rights to access the Form
Select the Exclude User option using the Properties window.
Search for the specific user(s) using the search bar.
Select a user or multiple users using the checkbox(es).
Click the Save option.
A success message appears, and the document privilege gets updated to exclude the selected users.
The Form permission will be excluded for the selected user/users.
The user can modify the Form name and description using the Modify Document option.
The Modify Forms window opens for the selected form.
Modify the required information:
Name of the Form
Description of the Form
Click the Save option.
The selected information gets modified, and a message appears to ensure the same.
Select the Add to Favorite option from the context menu.
A message appears to ensure the success of the action.
Open the Favorites section.
The selected form will be added to the Favorites.
Open the context menu option for the same form to get the Remove from Favorites option.
OR
Use the right-click on the form that has been added to the Favorites.
Click the Remove from Favorites option that appears.
The form gets removed from the Favorites, and a notification message ensures the same.
Administrators can move a Form from one folder or document space (E.g. My Documents) to another folder or document space.
Select a form.
The Move To window appears displaying the available folders.
Select a folder.
Click the Move icon.
The users get redirected to the next screen showing the selected folder name at the top.
Click the Save option.
A notification message appears.
The form gets moved to the selected space.
Please Note: To view a form, click on the selected form.
Select the Rename option from the context menu.
A new window opens prompting to rename the form.
Provide a New Name for the selected form.
Click the Save option.
A notification message appears and the selected form gets renamed.
Select the Copy option from the context menu.
Use the right-click on another folder or on the blank space to get the Paste option.
Click the Paste option.
The Paste window displays the selected form name with the 'Copy of-' prefix. E.g., A form named Sample Form gets a new name, Copy of Sample Form as shown in the following image:
Click the Save option.
The form gets copied to the selected space with the new name.
Select the Delete option from the context menu.
The Delete window opens to confirm the action.
Click the Delete option to delete the selected form.
The selected form gets deleted.
Please Note: Published Forms do not support the Report Burst functionality.
Select the Open in New Tab option using the Context menu.
Select the Modify Document option using the context menu.
Select the Move to option from the operation context menu.
