Users on Asite with required form permissions can create new forms using 'Create Form' button by selecting the project, the form group and form type under which the new form will belong.
Below are the steps to create a new form using 'Create Form' button:
1. Select the project in which a new form is to be created.
2. Expand the form group and click on the form type ('Request For Information' as shown in below example). It will show list of existing forms under selected form type at the right side.
3. Click on '+ Create Form' option available at top right side.
4. A 'Create Form' window will appear. Enter required form details as needed.
5. Additional options as mentioned below will appear while creating a form based on relevant form settings configuration.
Location - To select a site location on the form being created.
Distribute - To distribute the form being created.
Attachment - To attach external files on the form being created.
More Options:
Associate Docs - To associate files on the form being created.
Associate aMessages - To associate file comments on the form being created.
Associate Reviews - To associate file review comments on the form being created.
Associate Apps - To associate other forms on the form being created.
A separate 'Respond by' field will appear for selecting a calendar date at the bottom side of the 'Create Form' interface, in case relevant form setting 'Overall Form Status' is set to 'Yes' and the form design doesn't have 'Close Due Date' set to some default value.
Check the box for 'Display Form Print View After Saving' in order to check form print view if required.
6. Click 'Send' to complete creating the new form, else click 'Cancel'. If using 'Cancel' button, a prompt message will appear to ensure that you get a chance to decide what to do with the unsaved form data if any.
Click 'Save Draft' if you only want to save your form content as a draft for the time being instead of sending it rightaway.
Once sent, the newly created form will be available as a separate record in forms listing.
Check: FAQs
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