Forms can be grouped into specific categories as desired.
Click on the Category header to expand the form. Enter the desired Category name and click on the Add button.
Select the Category by clicking on the desired Category. The Forms (if any) belonging to that Category are now shown. Click on the
Add (+) button at the bottom of the screen to add a form to the selected Category.
When no categories are added to the system by the Admin, all forms are automatically added to the Default category.
Forms Tab allows Administrators to Create Forms, Design Forms using drag & drop tools, associate Master Data with forms, update and publish Forms (revisions), Assign Forms to Teams, Assign Forms to Formsets, Create Schedules and much more.
New forms can be created using the Forms tab. Once the Category is selected, click on the
Add (+) icon in the bottom of the screen and enter the Title & Description, and Choose an icon that helps identify the form to the closest (it could be difficult to get an ideal icon, choose one that is close). Select the type of flow you want to create by choosing Form or Wizard.
The Short Name (also called Technical Name or API Name) is a unique name to identify the form in/by the system. This will be automatically created based on the description you enter. Make sure that the description for each form is unique and self explanatory to the user to identify the form's functionality.
The created form will be displayed as a card on the screen and can be clicked to access the details of the form.
A label in the card indicates of the design is that of a standard Form or a step-by-step Wizard.
Existing forms can be edited using the Forms tab. Click on the Category and then the desired Form card that is displayed. All form details are now displayed and can be edited.
Existing forms can be edited using the Forms tab. Click on the Category and then the Trash Can icon on the Form to delete. The form will be deleted after confirmation.
This is only a "soft" delete and the form and its assignment to teams is removed. However all form submissions (data) are retained and not deleted.
Once the Form is created, click on the design button to design the form using drag and drop tools available in the left-hand side toolbar.
Form Components are the form fields that are part of the form being designed. Users will enter their data in these form fields which will then be validated upon submission. There are various types of form components:
To edit an already added Form Component hover over the component and click on the Gear icon to make edits. To delete click on the Trash Can icon.
Layout Components are used to design the layout of the Form. Below are the components which can be used to design the layout:
Below are the data components which can be used to define the form fields and fieldsets to collect data:
Resource are form fields such as fields, HTML content like branding logos etc that are reused across Forms. Anything that has a static data structure can be defined as a Resource. Each Resource within the form will display all the field components that belong to it. For e.g. if a resource for the name of a person comprising of two fields First Name and Last Name is defined, adding this resource to a form will add both the fields. Drag and drop the existing resource field to add the resource to a form.
Resources are also designed using the Master Data option in Unvired Digital Forms.
To use Master Data in Forms and enable lookups to master data refer the Using Master Data documentation.
Below is a list of general settings that are offered for the majority of form components.
Form revisions allow the admin to evolve current forms while preserving the integrity of previous iterations. Click on form ‘details’ to view the detailed revision history. Similar to code revision systems, a mandatory comment is attached to every revision that is published and also tagged with a revision number. Details of the revision number, change comment and when the change was made are displayed.
The Administrator can configure the number of revisions or versions that the Forms App can work with. Default is the latest version only (1 revision) but can be set to a maximum of 5. What this achieves is if a user is working with revision 4 of a form and a new revision 5 is published, the current form being filled will continue to display revision 4. This ensures that the user is not surprised by any new changes or fields that are added to the form. In the next instance when they start filling the form newly, the latest revision 5 will be automatically used.
A form can be assigned to teams to fill out and complete the data collection. Click on the Assignment tab inside Form details and then the Add (+) icon at the bottom to display the Add Assignment dialog. Search for existing teams by entering a few characters of the team name and then select from the displayed teams to assign the form. Assigned forms will be pushed to the teams and users will be able to immediately start using them.
Form assignments have additional properties that can be configured for triggering various workflows.
To remove a Form assignment to a team, select the form and click on the Delete option.
Be careful when removing form assignments as the assignment is removed immediately and the form will not be available for the user any longer.
Removing a form assignment does not remove the submitted data.
Forms on submission are not just saved in the system (forms) database but can also be routed to various other systems such as other databases, SAP S/4 HANA, Salesforce, generic webhooks, Dropbox etc.
This is achieved by configuring the required workflows.
Administrators can create Schedule for Forms and Formsets to be filled on a periodic basis by Team. Schedules can be Daily, Weekly or Monthly. Click on the Add (+) icon at the bottom of the screen to create a schedule. You can also create multiple schedules for a Form or Formset.
Once the schedule is created, the system will automatically create and send the forms to the users for them to fill. For example, if a schedule runs weekly every Monday, every Monday morning a new Form will be pushed to the users belonging to that team so that the users can fill the form. All Form Assignment options (Shared, Review, etc) that are already configured will be used to initiate the workflows when the forms are being filled.
If temporarily you need to stop a schedule from running (for e.g. a natural disaster prevents scheduled maintenance from happening) you can pause the schedule by clicking on the Pause icon. This schedule will not run until it is Resumed again.
To permanently delete a schedule, select the schedule and click on the Delete option.
Removing a form schedule does not remove the submitted data. However forms will no longer be sent to users to complete.
A Formset is a set of forms that need to be filled together. For e.g. a Stock Trader's enrollment process can involve the Enrollment Form and a Bank Mandate. While these are separate forms, they still need to be completed together. In this case, two forms can be designed and then grouped in a Formset.
To create a new Formset, click on the
Add (+) icon and enter the Title and Description. You can also choose an icon for the Formset that is used to display in the Forms App for easy identification of the Formset.
To delete a Formset, click on the Trashcan icon and confirm. Only the Formset and its assignments are deleted, the Forms and submissions (data) are not deleted.
Select the Formset from the list and click on the card to see the list of Forms assigned to the Formset. To add new Forms, click on the
Add (+) icon in the bottom and enter the form name to search for Forms and add them to the Formset.
To remove a Form from a Formset, click on the Trashcan icon on the Form card.
Similar to Forms, a Formset can also be assigned to teams. You can also create schedules for the Forms in a Formset to be filled on a periodic basis.
Attributes are custom Key-Value pairs that can be associated with forms. These key-value pairs will be accessible to the form when its displayed and can be used to save data like API keys or other custom data on a per form basis. Attributes are by definition strings and can hold any string data (comma separated values, keywords, JSON strings etc)
The attributes can either be Standard or Custom:
To add an Attribute click on the Add button and select from one of the predefined attributes or choose Custom attribute to add a custom value.
Enter the form translations in i18-n format to internationalize the designed forms
Once forms are designed in the development system and pass quality checks, the forms need to be moved to production. This can be achieved in two ways:
Export / Import a file
Import from Remote System
You can also directly import from the source system directly