Properties: Form Area Fields

Name

The name of the form that appears in the list on the Forms page. Form names must be unique.

Description

Provides information about the form and helps users distinguish it from other forms.

Context Type

The kinds of objects that the form updates or displays information about.

Sharing Method

How data is shared between parent and child workspaces.

Manual: Data can be pulled down by child workspaces. This is the default option.

Automatic: Data is automatically shared with all child workspaces.

Editable data

Determines whether all form data, such as field values, can be edited by performers who view the form. If the Editable data option is selected, task performers can use the form to edit objects that the form displays information about. This option should not be selected in forms that are only used to display information.

Field Mapping

In forms that are used to create new objects, the Field Mapping value determines how information from other objects is used to populate fields for the new object.

For example, let's say you have a workflow that takes an idea object and turns it into a project proposal object. In this case, you would probably want the fields of the new project proposal to be populated based on the values of the idea record from which it was created. Field mappings enable this to happen automatically.

Field mappings are created on the Summary & Settings menu at the workspace level.

Enable Discussion

This option only applies to project forms. It enables task performers to view and post discussion comments on projects that the form runs against.