9 3 UG:Manage Forms

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[edit] Why are Forms created?

Forms are introduced in Project.net as customer needs to create user specific Web forms with specific input fields. Forms module have some Project.net specific input field types which will be described in separate Forms section. Here we also describe what tables will be used for Forms module and order of actions and data manipulations depending on users actions The main actions that a user can perform are:

  • Create form
  • Create List
  • Add some element (field) on the form
  • Select workflow
  • See preview for the form
  • Activate form

[edit] Using Forms

Forms help make data entry easier and is used in Project.Net to gather data into a database. A database makes it easy to sort information for analysis. Whenever form data is entered, an excel file is created from the database. The forms module offers customized forms so that the project workspace created forms can be stored for reuse. Issues, decisions, requirements, features, bugs, goals, risks, and other items can be tracked.

Once created, each form can be used repeatedly.

On choosing the forms module in the navigation bar, you will see a list of all the available forms.

[edit] Using Form Lists

The List function allows you to create various views of a database. The list function allows you to select the fields that appear in a list view, designate the order that the fields appear and sort by up to three different levels. A least one list must be created for a form to be activated.

[edit] Form Records

Form records are collaborated using blog-it to discuss or render information within a team of project or business. Forms are used to track issues, decisions, requirements, features, bugs, goals, risks, and other items. When the user wants to share or discuss any of these points with other team members, the user collaborates the form record with blog-it. In assignable form records work can be captured.

Form records created on Personal module are personally created by the user which is not viewable by team members, when the user wants to share or discuss personally created form for a purpose with the team members then the users can "blog-it" the form. When form records are collaborated with blog-it, they get displayed in the blog list.

[edit] Searching Form Records

The search option facilitates search of any specific form in the list. Search can be based on any field in the list. Results on this search are saved as Custom Search Results that can be accessed at a later stage whenever required.

For more information on custom search of form data, refer Custom Field Search

[edit] Importing and Exporting Form Data

Form data is generally entered manually by the user. However, data saved from excel can be read in to the selected form by importing the Form data.

Data that is available in a form can also be exported. On exporting the form data, the data is stored in a comma-delimiter format that can be read by Microsoft Excel.

For more information on adding data to a form, refer Import Form data

[edit] Assignable Forms

The Assignable Forms feature is most used in order to assign a form to a member in the project. This is enabled by selecting the Assignments option at the time of Form creation. Once the form is created, then the form records will include a field with the option on [Assigned User].

This option is a drop down field with the list of resources who are the existing members of the Project. On selecting a member in this drop down field, the form is assigned to the selected member. This form is now listed in the Assignments page of the selected member.

The objects or instances of such form would exhibit the properties common to rest of the assignment types in the system like Task and Activity. For example one can allocate resource against these objects, estimate and capture work against these and do more.

[edit] Using External Access Forms

All members of the project can access the Form data. Even people who are not registered within the project can access the forms and enter data. This is made possible with the External Access Forms (EAF) option in the Forms Module.

[edit] Create Notification

There are several types of notifications available within the form module that can be configured individually for each user. The title of the notifications is self-explanatory to ease definition of new subscriptions and to allow a better overview of existing notifications.

The available notifications, which belong to a form type, are listed below:

  1. Create form
  2. Modify form
  3. Delete form
  4. Create form data
  5. Modify form data
  6. Remove form data

The available notifications for following events after selecting a form data are:

  1. Create form data
  2. Modify form data
  3. Remove form data

To create a notification for the ’modify form data’, follow the steps below:

[edit] Add Workflows to Forms

Forms can be used with workflows. To do this, you have to define an already existing workflow to a form.

For more information on adding a form to a workflow, refer Add a Form to a Workflow

[edit] More Help

[edit] Project.net User Guide

[edit] On-line Help

[edit] Project.net FAQ

[edit] Project.net User Forum

It is our belief that Project.net users know what they want in their Project.net documentation, therefore, we encourage you to edit this Wiki page and contribute your corrections and additions. If you read something that is not clear make a note of it on the Discussion tab.

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