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Forms Admin

The Forms module allows organizations to create and manage digital forms for special requests and communications with users. Its primary purpose is to streamline data collection and digitize specialized workflows directly within the system. This article is intended for OPSCOMOPS-COM administrators whoresponsible needfor to setsetting up, configure,configuring, and managemanaging these digital forms.

Setup &and Configuration

Administrators must ensure they have the appropriate role permissions assigned before attempting to create or modify forms.

Admin Side: Administrators require specific permissions to access the form builder tools.

  1. Hover over System Configuration, click Admin Management, and click Manage Roles.

  2. Select the relevant administrator role and click the Permissions button.

  3. Navigate to the Users tab and enable the Edit Forms and View Forms checkboxes.

  4. Click the Save button to apply the changes.

The Forms module has been refactored with new functionalityfunctionality, and new forms are currently only operational on the OPSCOMOPS-COM app.app. Any existing forms created in the old format are not compatible and will need tomust be recreated using the new form builder.

Using this Feature

ToAdministrators managecan forms,use administratorsthe requirefollowing specificinstructions permissions:to access the module and utilize the available form management tools.

  1. GoHover to System Configuration, then Admin Management, and click Manage Roles.

  2. Select the relevant administrator role and click Permissions.

  3. Under the Users tab, ensure the Edit Forms and View Forms checkboxes are enabled.

  4. Click Save.

Using this Feature

Administrators can view, edit, or create new forms from the Forms page.

Accessing the Forms Module

Go toover User Management,Management, hover over Forms, and click List Forms. to Aview the complete list of all existing forms will display.forms.

Available Actions &and Buttons

Once on the list page, administrators can interact with forms using the following actions:

  • +Add Form: To create a new form, clickClick the +Add Form button.button This willto open the new form builder, allowing you to design and configure your form from scratch.

  • Edit Form: To modify an existing form, clickClick the Edit icon (represented by a pencil icon)icon) next to thea form in the list.list This willto open the form builder where you canand make changes.changes to the layout or questions.

  • Entries:Entries: Click the Entries Tobutton to view a comprehensive list of all users who have filled out thisthe specific form, andalong with their submitted information.

  • Copy: ToClick createthe Copy button to immediately duplicate a copyform. ofThe acopied form,version clickwill this button. It isbe added to the bottom of the list.

  • Archive: ToClick archivethe Archive button to retire a form so it can no longer be used,used clickby thisend-users. button.All Itspast entries and submitted information will remain saved.saved for historical reference.

  • Export: ThisClick the Export button downloadsto download the form data to your device through theyour browser's download manager in a .xls format (Microsoft Excel SpreadSpreadsheet).

    Sheet)

Best Practices &and Considerations

  • Recreate Oldlegacy Formsforms promptly:: Remember that existing legacy form data is not compatible with the new format. You must actively recreate any old forms using the new form builder for them to function correctly on the OPSCOMOPS-COM app.

  • PermissionsAudit permissions regularly:: Regularly review and ensure that the appropriate administrator roles have the necessary permissions. Confirming that the Edit Forms and View Forms permissionscheckboxes are properly assigned prevents unauthorized modifications to manageyour theactive forms effectively.forms.

  • FormPrioritize Designuser-friendly design:: When creating new forms, considerConsider the end-user experience on the OPSCOMOPS-COM app.app when creating new forms. Keep forms concise and clearly structured with logical questions to ensure ease of use for end-users.individuals submitting data from mobile devices.

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