The Manage Form Types page displays all existing forms types. From here you can also create new form types and access particular sections of existing forms in order to view or modify.
Fields and Buttons
The fields and buttons on this page are:
Filter Form Types
- Project Assignment: Use these options to filter forms based on the projects that they are assigned to.
- All Projects: Filters for forms that are included all projects.
- Selected Projects: Filters for only forms that are included in selected projects.
- Some Blocked Projects: Filters for only forms that are blocked from particular projects.
- Projects Filtered By One or More Custom Field(s): Filters for forms that are included in projects that include one or more custom fields. Use the custom field drop-down menus and field boxes to specify the custom fields.
- Custom Fields: Select a custom field to include in filtered results or enter the custom field.
- Filter: Click to filter for select options.
Form Types
- Create New Form Type: Click to create a new form type.
- Form Title: Click to open the Form Type Properties page and view or modify form properties.
- Preview: Click to preview the form.
- Sections: Click to modify existing or add new sections to the form.
- Edit Fields: Click to open the Edit Form Field(s) page and modify existing or add new form fields.
- Permissions: Click to open the Form Type Permissions page to view or modify existing form permissions.
- Merge: Details: Click to open the Mail Merge Templates page and view, modify existing, or add new form templates.
- Merge Logs: Click to open the Mail Merge Templates page and view, modify existing, or add new form templates.
- Description: Displays the description of the form.
- Project Assignments: Displays the name of the project(s) the form is assigned to.
- Type: Displays whether the form is a static or workflow form. Static forms can not be routed, but workflow forms can. For more information on the difference between these form types, see Types of Forms.