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Associate a File and Create a Form (from Files Listing)
Associate a File and Create a Form (from Files Listing)

This article helps you understand how to associate a file from files listing and create a new form.

Updated over 2 weeks ago

Below are the steps to associate a file from the file listing and create a new form:

1. Go to the default 'Files' view in the 'Files' tab. Select the project folder containing the files that have to be associated with a new form.

2. Select the files to be associated with a new form, right-click, and select 'New > Project Form'. This will create a new project form with the selected file associated with it.

3. A list of active form types will populate based on relevant form settings configuration. Click on one of the form types to create that particular form. You can also enter a keyword to search for the required form type by 'Form Name', 'Form Code', and 'Project Name'.

4. The interface to create a form will appear. Certain options may only be available based on relevant form settings configuration. Enter required form details as needed. Associated files will appear at the bottom of the 'Create Form' screen.

5. Enter the required details as per form design. Click here for further help on how to create a form and the additional options available while doing so (See steps 5 and 6).



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