Publishing a Form
You must publish a form to be made available in the application.
Steps
- In the module menu, click Administration.
- In the navigation pane, click Form Builder. The Forms List page is displayed.
- Select the form to be published, and in the Others group, click Publish.
A confirmation message is displayed.
- Click OK. The Forms List page is refreshed with the Published column checked.
- To verify if the form is published, perform the following steps:
- Navigate to the module where the form is published; Project Management for the example described here. The form is available in the navigation pane.
- In the navigation pane, click the form. The form list page is displayed.
- Click New to display a new form.
- Enter the details, and click Save to save the form.
Note: For information on defining permissions for the form, refer Managing Module Permissions.