Form Builder Overview

The Form Builder is a permissions-controlled administrative capability for building powerful online forms that can be used across the system.

Some typical use cases for this feature are:

• Project Initiation/Set-up Forms
• Content Meta Data Forms
• User Profile Forms
• Task Forms
• Item Level Forms

The Form Builder has the ability to create highly advanced forms with dependencies and data groupings. Once created, the forms can be easily edited to adapt to your changing process needs.

To access the Form Builder, click on the Form Builder button on the Administrator Tools page.

There are two tabs: one for current forms and another for archived forms that are no longer in use.

Click on a form or use the action 'Edit Form' (2) to open a form. Use 'Archive Form' from the dropdown list to archive a form.