The Forms Tab

The Forms tab is a database where you can access all forms created in the system and where you can edit form templates to create new forms. Click the Forms button on the System Forms group on the Forms & Reports menu. The following screenshot shows the columns included in the table.

To find a completed form, select a form type from the Choose Form area on the left side of the tab. Use the Search Filters to narrow your search by date and/or data. A list of forms that match your search criteria appears on the table.

If you click a form to select it, the The Edit <name of form> dialog appears, providing details about the event. If you have the appropriate permissions, you can edit these fields and save your changes.

To create a new database entry, click the appropriate form template button in the Choose Form panel. Click the New button at the bottom of the screen.

The Edit <name of form> dialog appears.

Enter information in the Form Data fields and click Save to create the report entry. If you want to create a PDF file of the report, click the Pdf Report button at the bottom of the dialog.

You can import data into one of the provided form templates. Select the form type in the Choose Form list and click the Import button. The Form Data Import dialog appears.

The dialog explains that data that you import must be in the .csv or .xml file format and depending upon your file format choice, how the form fields will be named. Click OK. The Select File For Import dialog appears.

Select the file to import and click Open. A new instance of the form will be created using the imported data.

If you want to remove a report from the system, select it and click the Delete button.

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