form_management
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form_management [2022/03/29 11:55] yves |
form_management [2023/11/21 17:23] (current) chris |
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| Next to each existing form, several options are available: | Next to each existing form, several options are available: | ||
| - | * Delete: Deletes the form. This option is disabled if user data has been submitted for this form. | + | * Delete: Deletes the form. This option is disabled if user data has already been submitted for this form. |
| - | * Clone: Clones the form's configuration. | + | * 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. | * 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 columns all the fields of form and one row per slide for a selected directory. | + | * 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 ==== | ==== New form ==== | ||
| - | Adding a new form displays a pop up dialog that accepts the basic information of a form. Once this data is provided, the form designer is displayed. | + | 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. |
| - | {{ :form2.png?nolink&400 |}} | + | {{::form_new.png?400|}} |
| - | The form designer enables the management of a form's available fields. A new field can be added by selecting the desired field type from the "Add New Field" dropdown box: | + | The form designer enables management of the form's available fields: |
| - | {{ :form3.png?nolink&200 |}} | + | ^ 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 | | ||
| - | {{ :form4.png?nolink&600 |}} | + | ==== Adding fields ==== |
| - | 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 have to be provided in order for the field to be defined. | + | A new field can be added by selecting the desired field type from the "Add New Field" dropdown box: |
| + | |||
| + | {{ :form3.png?nolink&200 |}} | ||
| - | {{ :form5.png?nolink&600 |}} | + | 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 by which the fields appear in the form can be arranged by dragging each field's panel to the desired location: | + | 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 |}} | {{ :form6.png?nolink&400 |}} | ||
form_management.1648544156.txt.gz · Last modified: 2022/03/29 11:55 by yves
