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Main Masters - Customisable Forms (Beta)

Owned by Meenakshi Razdan
Last updated: Mar 23, 2023 by Georgina Ganson
6 min read

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Introduction

The Customisable Forms facilitates to create a repository of predefined customised forms to save time and effort as they are reusable . The highlighting features include:

  • You can create new customise forms that include Form Header and Form Body designed with various Layouts, Questions, Sections, Signatures, and Declarations.

  • You can create a copy of the existing form and customise the form as per your requirements.

  • You can view the version details of the existing Customise Forms.

Click here to refer to the Notes Engine Document.

How to Access Customise Forms?

To access Customise Forms:

  • Click Masters → Main Masters → Customise Forms and the Customise Forms pages opens

Customise Forms

The Customise Forms created in Masters save time and effort as they are reusable. You can create multiple Customise Forms and include them in the Notes as Built-in or External Forms.

The Customise Forms page displays the repository of all the forms that are used to collect specific information with predefined form details. The Customise Forms page shows the Form Name, Last Updated On, Last Updated By, Status, and Action details of the existing forms.

You can Add New Form, Edit Form, Copy Form, Preview Form, and check the Version details of the existing forms .

Add New Form

To Add a New Form:

  • Click Add New Form

  • The Add New Form pop-up window opens. Provide all the required details

  • You can preview the form by clicking Preview to have a quick look at the new form

  • Click Save. The newly added form is reflected in the Customise Forms page

Field Name

Description

Form Name

Name of the new form.

Form Header → This section defines the title and description of the form.

Title and Description

Provide the title and description of the new form.

On clicking the title/description, the formatting menu appears that allows the user to edit text formatting to create an effective and appealing title and description.

Click to upload image

To upload the image/logo of your organisation.

The recommended image size is 350px (width) by 150px (height) with file format as .jpg, .png (max. size 512 KB).

The uploaded image/logo can be set to right, left, top left, top center, and top right.

Form Body → This section includes features that help to create and edit the Layouts, Questions, Sections, Signatures, and Declarations in the form.

Layout

The Layout provides the design and arrangement of the Questions, Sections, Signatures, and Declarations.

Click Layout to add the layouts in the form. The Layout can be One column, Two columns, One-third left column, and One-third right column.

To reset the layout, select the required layout and the menu is available at the top-right corner. You can also delete the selected layout by clicking the delete icon.

Add Questions

To Add Questions to the selected Layout.

The Questions can be Textbox, Checkbox, Dropdown, and File Upload. You can add multiple Questions in the selected Layout.

Add Section

To Add Section to the selected Layout.

The Section provides the section heading with a description that helps to provide a common heading to a group of fields. You can add multiple sections in a Layout.

Add Signature

To Add Signature to the selected Layout.

You can draw a signature using your mouse or upload your scanned signature. Once the Signature is added, the date and time of submission are reflected below the Signature.

Note that the maximum size of scanned Signature can be 5MB with file format as .png, .jpg, .jpeg.

Add Declaration

To Add Declaration to the selected Layout. For the newly added Declaration, provide the declaration header and description.

In the Declaration, you can add terms and conditions that should be accepted before submitting a form by the person. The Declaration can be set as Mandatory or Optional.

Preview

To view the new form before adding. This helps to check the look and feel of the new form.

Note the following features of the Forms:

  • Every Question/ Section/ Signature/ Declaration can be dragged and dropped from one place to another or placed in any order. To drag and drop the Question/ Section/ Signature/ Declaration, click the Grab cursor as shown in the figure below.

  • Every Question/ Section/ Signature/ Declaration can be set to Show/ Hide. If the Question/ Section/ Signature/ Declaration is set to Show, it will be visible in the form.

  • If the added Question/ Signature/ Declaration is set to Show. You can set this Question/ Signature/ Declaration as Mandatory or Optional. Mandatory indicates that it is a must to attempt.

Edit Form

You can edit the existing details of the Customise Forms . To edit the existing Customise Form:

  • Click the Edit icon of the required Form Name from the Customise Forms page as shown in the figure below

  • The Edit Form pop-up window opens. Now, edit all the required details in this existing Form

  • You can preview the Edit Form by clicking Preview to have a quick look at the form

  • Click Save

Copy Form

You can create a copy of the existing Customise Forms . To copy the existing Customise Form:

  • Click the Copy icon of the required Form Name from the Customise Forms page as shown in the figure below

  • The Copy Form pop-up window opens with the pre-populated form details

  • Rename the Form Name and customise the form as per your requirements

  • Click Save for further use

Preview Form

You can Preview the existing Customise Forms . To Preview the existing Customise Form:

  • Click the Preview icon of the required Form Name from the Customise Forms page as shown in the figure below

  • The Preview of the Form opens and displays the look and feel of the form

Version Details

You can view the Version Details of the existing Customise Forms . To view the Version Details of the existing Customise Form:

  • Click the Version icon of the required Form Name from the Customise Forms page as shown in the figure below

  • The Version Details of the selected Form opens and displays available version details of the form. The latest version of the form is shown on the top with the Status as Active. The following details are shown for each version:

    • Version Name: This shows the version number that is hyperlinked with the specified version of the form.

    • Created On: This shows the creation date and time of the form.

    • Created By: This shows the user name who created this version of the form.

    • Inactive Date: This shows the date and time of the inactive form version.

    • Inactive By: This shows the user name who created this version of the form.

    • Status: This shows the current Status (Active/Inactive) of the form. When the latest version is saved the previous version gets inactive automatically.

 

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