Below are the steps to associate a form from the forms listing and create a new form:
1. Go to the 'Apps' view in the Project Forms tab. Navigate to the form group and form type containing the forms to be associated with a new form.
2. Select the forms to be associated with a new form, right click and select 'New > Project Form'. This will enable you to create a new project form with the selected form 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 forms will appear at the bottom of the 'Create Form' screen.
5. Additional options as mentioned below will appear while creating a form based on the 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 the 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' to check the form print view if required.
6. Click 'Send' to complete creating the new form, else click 'Cancel'. If using the '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 right away.
Once sent, the newly created form will be available as a separate record in the forms listing.
Next Article: Form Tasks