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Form Template Manager |
  
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Form Template Manager |
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Form Template Manager is designed specifically for creating and maintenance of form templates and its associated properties. A Form template is essentially a design blue-print to create forms. A form template contain a number of associate properties such as custom form roles, a business workflow and states pertaining to the workflow. Form templates are created using a specially designed Form Template Designer, an advanced GUI editor that allows designated users to design and create the form blue-print and its associated meta-data.
The Form Template Manager main screen provides an entry point to creating and managing form templates. At the center of the screen it list all form templates the user has access to. The list contain both form templates the user initially created and those created by other users. The user who created the form template is known as the owner of the form template. Depending the on the designer security roles allocated and the current state a form template, the user may only have read-only access to the template even though the user is the owner of the form template.
Functionalities available:
• Create a new form template
• Edit an existing form template
• Import/Export form templates
• Assign access Security Settings
• Sorting of Form Template list
• Paging of Form Template list
• Filter Form Template list
• Select Form Template list Paging size
• Toggle On/Off Interactive Help
Image shows overall navigation layout of the Form Template Manager main entry point screen.
Property |
Description |
Navigation bar |
The navigation bar contain link buttons to Create new form template, Import/Export of form templates and manage the security access control on form template. The visibility of these links depends on the security role of the user |
Page Size options |
This provide the user ability to selectively choose how many form template to display on the page. The property is personalized for the user, thus when a selection is made its value will remain the same until changed even if the user exits the page. |
List Ordering |
Each column of the list has an ordering/sorting button, when clicked the list will be displayed in either ascending or descending order based on the selected column |
Sort Order Indicators |
The image indicates whether the list is ordered for the selected column. If a red arrow is pointing downward, this indicates that the list is sorted based on the current column in descending order. If it is pointing upward, the list is sorted based on the selected column in ascending order |
View/Edit Template |
Clicking on the link button ( |
Template Paging Bar |
Used for selecting the current page from the list of available form templates |
Template Name filter |
Used for filtering the list of form template by its name when a value in the Name field is specified |
Template View filter |
Used for filtering the type of form template the user has access to |
Interactive Help Indicator |
Indicator to turn on/off Interactive Help for Enterprise Forms modules |
Create a New Form Template
• Click on the Create Template link button (
) to go to an empty Form Template Details screen to begin the process of creating a new form template
TIP:
The Create Template link button is only accessible to users with Form Creator role. The Form Creator role allows the user to create or modify existing form templates that are currently in "In Development" status. Refer to the Security Settings screen on instructions on how to perform the security assignment.
Edit/View an existing Form Template
• Click on the Edit icon (
) of the highlighted row from the available list to go to the Form Template Details screen to View or Edit the form template
Import/Export Form Templates
• Click on the Import/Export link button (
) to go to the Form Template Import/Export screen
TIP:
The Import/Export link button is only accessible to users with Form Creator role. Refer to the Security Settings screen on instructions on how to perform the security assignment.
Assign Access Security Settings for User Roles
• Click on the Security Settings link button (
) to go to the Security Settings screen
TIP: The Security Settings link button is only available to Users with DotNetnuke® native Administrators or Super Users roles.
Sorting of Form Templates list
| • | To sort on how form templates list should be displayed, click on the header name link button for the required column to sort |
• How the list is being sorted is indicated the by red arrows (
) next to the column header name. The red arrow pointing down indicates the list is being sorted in descending order for the selected column. The red arrow pointing up indicates the list is being sorted in ascending order for the selected column.
TIP: Sort ordering of Form Template list is personalized thus the next time the user gets back to this screen the sort order will be remembered.
Paging of Form Templates list
• To navigate between pages of the form templates list, click on the required number link button displayed at the bottom bar of the list.
TIP:
The Page currently being viewed is indicated by the Red font color
Filter Form Templates list
• In the Display field, select from the list of available views. Supported views include
| • | All Available Form Template - no filter is applied when this item is selected |
| • | Templates I created - display all templates created by the user |
| • | Templates I have locked - display all templates currently being locked by the user |
| • | Templates created by others - display all templates that were created by other users |
| • | Templates locked by others - display all template that are locked by other users |
| • | Parent templates - display all templates that are of type Parent template |
| • | Child templates - display all templates that are of type Child template |
| • | Published templates - display all templates currently in Available state |
| • | Template being developed - display all templates currently In Development state |
| • | Pending Approval templates - display all templates currently pending approval |
| • | Pending Publish templates - display all templates waiting to be published |
| • | Closed templates - display all templates that have been closed |
| • | Archived templates - display all templates |
• In the Name field, provide a value and click on the Apply Filter link button to search for form templates with name containing the provided value.
TIP:
The Name filter field is personalized thus the next time the user gets back to this screen the filter value will be remembered.
Select Form Template list Paging Size
• In the Records Per Page field, select a page size from the list of available sizes. This action re-orders the list and displays form template records up to the size selected.
TIP:
Form Template paging size is personalized thus the next time the user gets back to this screen the paging size will be remembered.
Toggle On/Off Interactive Help
Interactive help is essentially a mechanism to provide users with a detailed explanation on the module's functionalities. With Interactive Help turned on, when the user interacts with the system, a help message is displayed when the user moves the mouse over an object. An object can be a label, text box, image or any type of enabled field. If the object has Interactive Help enabled, the message is displayed next to the object when the mouse hovers over the object.
• To turn on or off Interactive Help go the module's menu and click on the Turn On/Off Interactive Help..
TIP:
Turning On or Off Interactive Help affects all Enterprise Forms module with Interactive Help capabilities. Generally all Enterprise Forms modules have Interactive Help enabled.
) takes to the Form Template Detail screen