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Associate an aMessage with a Form

This article will explain how to associate an aMessage while creating or editing a form.

Updated over 3 weeks ago

You can associate existing aMessages from project files (either within the same project or from other projects you have access to) to a form, as long as the form settings permit it.


Associating an aMessage When Creating a Form

  1. Select the required Project.

  2. Navigate to the Project Forms tab.

  3. From the folder tree on the left, select the form type you want.

  4. Click Create Form (top-right) to create a new instance of the form.

  5. Within the form click the Associateicon (top-right).

  6. From the menu, you will have the option to Associate Files, aMessages or Apps.

    • Each option is controlled separately in the Project's App Settings.

    • In example, association can be enabled for only Files, only aMessages or only Apps.

    • An option for a certain association will only appear within the form if it has been enabled in the form's configuration.

NOTE:

  • If form association is disabled in App Settings and later enabled, the change will only apply to newly created forms. Previously created forms will not gain the option to associate Files, aMessages, or Apps, even after the feature is enabled.

  • If Comment Review is enabled on the project's App Settings, you will have the option to associate Comment Reviews instead of aMessages.


Associating aMessages When Replying to a Form

  1. From the Reply page, click the Associateicon (top-right).

  2. From the pop-up, click Associate aMessages.

  3. A list of all aMessages from the current project and any other accessible projects will appear.

  4. Select the aMessages you want to associate, then click Associate and Close.

    • If you need to associate multiple aMessages from multiple folders, click Associate to confirm the selection in the current folder, then navigate to the next folder. Repeat as needed, and finally click Associate and Close once done.

  5. The associated aMessages will appear at the bottom of the form.


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