Managing Forms

This section provides an overview of form management and discusses how to manage forms.

Page Used to Manage Forms

Page Name	Definition Name	Navigation	Usage
Manage Forms	FORM_RPT	select Enterprise Components, then select Forms, then select Manage Forms	Manage forms.

Understanding Form Management

Form designers and form administrators can review and manage forms using the Form Management component. Use this page to review how many of each form are in the system, see the current approval status, and activate/inactivate forms. This component works like most inquiry pages; first specify the search criteria, then click the Search button to retrieve the forms that meet the criteria. Data is categorized into the following tabs: Action, Counting, and Owner.

Form designers can access only forms that they are assigned to as owner, form administrators can access all forms.

Manage Forms Page

Use the Manage Forms page (FORM_RPT) to manage forms.

Navigation

select Enterprise Components, then select Forms, then select Manage Forms

Image: Manage Forms page

This example illustrates the fields and controls on the Manage Forms page. You can find definitions for the fields and controls later on this page.

Search Criteria

Enter values in the following fields, then click Search to retrieve form information:

Portal Label

Enter the form's label (the menu item name under which it is published) to view only the subset of forms that have been published to that menu. This is equivalent to the field “Label” when you design a form. Leave this blank to review information for all of your forms.

Time Period

Select the time period to use for determining form instance count totals.

Values are:

Custom Time Period

Select this option to review forms within a specific date range. Specify the dates by completing the From Date and To Date fields.
Last 30 Days
Last 60 Days
Last 90 Days

Form Fields

These form fields appear on each tab:

Form

The Form ID that was defined in the Form Design Wizard component when the form was created.

Portal Label

The menu item used for the form. This is the value of the Label field that was specified on the Form Design Wizard: Basic Information page during form design.

Portal Folder

The name of the folder the form is published under.

Status

The form's current activation status, either Activated or In Design.

Activating/Inactivating Forms

Select the Action tab to activate or inactivate forms.

Activate

Click this button to activate an inactive form. If the form's current status is In Design, the system transfers you to the Form Design Wizard component, where you can complete the form design and then activate it.

Inactivate

Click this button to inactivate an active form.

Reviewing Form Counts

Select the Counting tab to review form counts for the specified time period.

Total

Lists the total number of form instances (forms that have been completed by form users).

Initial

Lists the number of form instances that have been completed by form users, but have not yet been submitted for approval.

Pending

Lists the number of form instances that have been submitted for approval but have not yet been approved, denied, or cancelled.

Cancelled

Lists the number of form instances that have been cancelled.

Approved

Lists the number of form instances that have been approved.

Denied

Lists the number of form instances that have been denied.

Reassigning Form Ownership

Select the Ownership tab to reassign a form to a new owner.

Owner ID

Lists the current owner. To change ownership, select a new owner from the prompt list.

Change Ownership

Click to assign the user listed in Owner ID as the new owner of the form.