Deploying a Form Template to a Data Collection Period

After you create a Supplemental Data form, you can deploy it.

You can also redeploy a previously deployed form. You can specify how workflows should be impacted. For example, you may have added more workflow items (without a change in the Collection or Template properties and attributes) which may be the only ones needed to deploy. If you select to reset all form workflows, the template will be deployed and data will be retained, but all other workflow items, such as comments, will be reset.

Note:

Redeploying the template due to changes in the approval paths for ad hoc users won't affect the workflow of existing forms, which are already in progress.

To deploy a form template to a data collection period:

1. On the Home page, click Application, and then click Supplemental Data.
2. Click the Form Templates tab on the left.
3. From the Actions menu, click Deploy .
4. From To Data Collection period, click the Search icon.
5. In the Select Data Collection Period dialog:
   1. Click Interval and select a collection interval.
      When you select the collection interval, the POV dimensions reflect the frequency dimensions defined in that collection interval.
   2. Select members for the POV dimensions and click OK.

      The system displays Pending Period and Open Period data collection periods.

   3. From Period, select a data collection period and click OK.
      When you select the collection interval and POV dimension members, the list of Form Templates is filtered to display only the templates available for the selected interval.
6. Select one or more form templates to deploy.
7. Click Deploy.
8. The Deploy Information Dialog is displayed that shows all the form templates related to the collection interval.

   • The dialog lists values for Create, Reset, and Delete for each template. If a form template has not already been deployed, these values will be zero.

     • Create- Displays a count of all forms which will be created during deploy (and also re-deploy) based on the workflow definition.

     • Reset - Displays updates for the Collection / Template copy, such as newly added properties and attributes.

     • Refresh- Displays a count of all the forms that will be refreshed based on the changes made to the template. Any change in the properties of the template attributes will be reflected on the forms.

     • Delete - For Un-deploy and Re-deploy, displays the deleted form count based on workflow members.

   • If you are redeploying a form, the system displays these options:

     • Reset all form workflows - If you select this option, any data entered on the form will be retained, but all other workflow items, such as comments, will be reset. If you have made changes to the template’s key attributes (add, remove, edit), then the form data is deleted.
     • Delete Ad-hoc forms – If you select this option (default), any user created ad-hoc forms within the collection period will be deleted. If you have not selected this option, any user created ad-hoc forms within the collection period will be refreshed or reset.
9. Click Deploy.
10. From the Deploy confirmation prompt, click Yes.
11. After deployment is completed, a confirmation dialog box indicates the following information:

    • Total Form Templates from Collections: Total number of form templates from the Deploy Information dialog.

    • Form Template and Period frequency or Interval do not match: Number of Form Templates that do not match the collection interval frequency. Click View Details to display the form template missing the frequency.

    • Form Templates with Errors: Total number of form templates with errors. If there are errors, no copying is done.

    • Collections with Errors: Collections that contain errors. Click View Details for error details.

    • Deployed Form Templates: Templates that have already been deployed.

    • Total Forms to deploy: Total number of forms specified on each of the form templates.

    • Successfully Deployed: Total number of forms deployed.

    • Unsuccessfully Deployed: Total number of forms unsuccessfully deployed.