Accessing the Form Builder

Access to the Form builder is exclusive to modellers and administrators. When a user logs into the portal and has administrative or modeller rights, the ‘Form Builder’ tab is enabled; clicking this tab opens the Form builder. As shown on figure 1 below

Figure 1: Form Builder

As shown in figure 1 above the list of forms that is displayed after clicking on the form builder tab, are forms that exist in the current active formlist. More information on formlist will be discussed later in section 3.13 of this document.

Right above the list of forms appears the name of the form list in which the forms belong to, with an icon besides it that can be used to edit the formlist name.

To the left their is the ‘Attach html document’ button which can be used to attach a form that is saved locally in form of a html document.

To view other forms that are not in the current active formlist, click on the (x) button above the list of forms to close the current view of forms and the page shown on figure 2 below will be displayed.

In cases where there is no active formlist then the page that appears after clicking on the ‘Form Builder’ tab is as shown in figure 2 below.

Figure 2: Form Builder

The form builder as shown in Figure 2 above comprises of two parts:

1. Formlists Panel

2. All forms Panel

3. Library panel

1. Formlists Panel

This is the panel where a list of all formlists is displayed. At the very top of the Panel there is a search tab where you can filter formlists. For instance,as illustrated on figure 2, typing the letters ‘pla’ displayed all the formlist with ‘pla’ somewhere in the formlist name.

Figure 3: Search Tab

This search tab functionality also applies on the search tab display on the ‘all forms’ panel too.

Clicking on the ‘active forms’ tab all the active forms will be displayed on the ‘All forms’ Panel on the right, and clicking on Archived forms then The archived forms will be displayed. Activating and Achieving forms will be discussed later on in this document

The Active formlist that is currently in use is usually highlighted in Green as shown in figure 2 above.

To create a new form list, you simply click on the + button below the list of formlists caption ‘add formlist’ and you’ll be prompted to create a new formlist.

2. All Forms Panel

This is where All forms that have ever been created earlier are displayed. The + button on this panel is for creating a new form and clicking on it, you’ll be prompted to enter a name for the new form and a page shown in figure 4 below appears.

Figure 4: Form Builder

Which has three panels;

1. Field Type Panel - this is where the field types used to create a form are displayed.

2. Attributes Panel - this is where form, page and field attributes are displayed.

3. Workspace Area - this is where created forms, pages and fields are displayed.

3. Library panel

Default forms such as Quality Audits ISOx forms will be shown in this panel. Forms in the library are read & copy and cannot be directly edited.