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panel_forms [2023/04/05 22:41] ali |
panel_forms [2025/01/10 12:10] (current) chris |
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| - | ===== Forms panel ===== | + | =====The Forms Panel ===== |
| - | The "Forms data" panel purpose is to show filled forms for the slide and provide access to editing and filling new forms for currently selected slide. | + | The Forms panel is the place to input and review additional data about your slides |
| - | The panel list downs existing forms and also provide option to add/edit forms. To add a form user can click on the "Add" link on the right hand corner which will popup dialog box that shows up list of forms to choose from. Once user selects a form and press "add" button it loads the respective form to the panel. | + | You can view a quick video guide on how to use the forms panel below: |
| - | {{ :form1.png?direct&400 |}} | + | {{ :pimsls_formshowto.mp4?direct&600 |}} |
| - | The selected form appears in a new tab that would be filled by the user. Once filled user can save the details and later can edit as well. | + | Forms comprise of question/fields that you define. |
| - | {{ :form2.png?direct&400 |}} | + | Forms are completely customizable with many different datafields including: |
| + | * Numerical | ||
| + | * Freetext | ||
| + | * Checkbox | ||
| + | * Multiple choice | ||
| + | * Dropdown menu | ||
| + | * Percentage | ||
| + | * Date | ||
| - | The saved form appears in the list of forms already created/saved. The forms appear as toggle panels where user can expand/collapse a selected form and it will load details of the form user submitted earlier. The list display shows form name and also the user who created that form against selected slide. | + | Forms can be assigned at both the slide level, and at the folder / directory level so that you can have case-level and project-level data. |
| - | {{ :form3.png?direct&400 |}} | + | **Please note** forms need to be defined / created in PMA.core. Please ask your administrator if you don't have the form(s) you need. |
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| - | User can also client on the "edit" link on the right hand corner which will open the selected form in a tab where user can edit it. | + | |
| - | + | ||
| - | {{ :form-edit.png?direct&400 |}} | + | |
| - | + | ||
| - | {{ :form-edit1.png?direct&400 |}} | + | |