Form Builder - Overview
The Form Builder is a permissions controlled admin capability for building powerful online forms for use across the system.
Some typical use cases for this feature are:
- Project Initiation/Set-up Forms
- Content Meta Data Forms
- User Profile Forms
- Task Forms
- Item Level Forms
The Form builder has the ability to create very advanced forms with dependencies and groupings of data. Once created the forms can be easily edited to adapt to your changing process needs.
To access the Form Builder, click on the Form Builder button (1) on the Administrator Tools page.
There is a tab for current forms and a tab for forms that are no longer in use and have been archived.
Click on a form or use the action 'Edit Form' (2) to open a form. Use 'Archive Form' from the dropdown list to archive a form.
Next page: Creating Forms