Differences

This shows you the differences between two versions of the page.

--- form_management [2020/06/03 12:13] – created charlotte
+++ form_management [2023/11/21 15:23] (current) – chris
@@ Line 1: / Line 1: @@
-**Form management**
+===== Forms =====
-In the forms management section, data input forms can be designed that are subsequently assigned to virtual slides. These forms can then be filled in by the system's users while viewing slides. The data that users submit for each form are also available within this section.
+In the forms tab, the list of available forms is displayed. It is possible to create new forms or edit the existing ones.
+{{ :form.png?nolink&400 |}}
+Next to each existing form, several options are available:
+  * Delete: Deletes the form. This option is disabled if user data has already been submitted for this form.
+  * Clone: Duplicates the form's configuration.
+  * Export: Generates a JSON file that contains the form's structure. This can be subsequently imported, essentially allowing you to clone a form. This is useful when it is required to transfer form configuration between PMA.core instances.
+  * Generate CSV: Generates a template CSV file with a column for each of the form's fields and one row per slide for a selected directory.
+==== New form ====
+Adding a new form displays a pop up dialog that requests the basic information for the form. Once this data is provided, the form designer is displayed.
+{{::form_new.png?400|}}
+The form designer enables management of the form's available fields:
+^ Field ^ Description ^
+| Name | The form's title |
+| Version | Numeric version of the form |
+| Description | Description text |
+| Instructions | Optional instructional text to be displayed to users as they fill out the form |
+==== Adding fields ====
+A new field can be added by selecting the desired field type from the "Add New Field" dropdown box:
+{{ :form3.png?nolink&200 |}}
+Once a field type is selected, a panel is displayed at the end of the field list containing the properties of the field. Depending on the field type, different information has to be provided in order for the field to be defined.
+The order in which the fields appear in the form can be arranged by dragging each field's panel to the desired location:
+{{ :form6.png?nolink&400 |}}