Forum Discussion

BuildPro's avatar
BuildPro
Qrew Captain
3 years ago

Create a new form

I would like to create a new form for my jobs table. It is my understanding that there is a "form builder".  How do I use the builder without "assigning the form to the table until it is complete?

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BuildPro
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2 Replies

  • PLEASE DISREGARD THIS REQUEST.

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    BuildPro
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  • np,
    You can go to the forms settings and ether start a new form or else copy the existing form  and edit it.

    Then, once you have more than one form the system needs to know which form to use.  A new section will open up on the forms setting page to allow to you set forms usage either by Role or by Report.

    The new form will not be used anywhere until you set that in Forms Usage.  So for example you might want to set the administrator role to use the new form and you can then test for yourself and when you're happy then you can set that new form to be used for all Roles.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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