Application - Custom Forms
  • 15 Jul 2022
  • PDF

Application - Custom Forms

  • PDF

Custom Forms Search List Screen

Use this screen to view, manage and create new forms.

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Notable Information
Navigate to Custom Forms by going to Application and selecting Custom Forms.
image.pngPreviously, Custom Forms could be found under the Scheduling menu as Manage Forms
Export to PDF can be accessed by first navigating to Print Screen from the More menu and then scrolling to Save as PDF from the Destination field and clicking Save
1. Search for a custom form. 
2. Advanced Search functions (filter, display, sort, and group information) are now located on the same screen.
3. Add a New custom form.
4. The following options can be accessed under the More menu: Save As My Default, Reset Advanced Search, Print Screen, Export to Excel (Current View), Export to Excell (All View).

Custom Form Details Screen

The Forms screen enables you to view or edit an existing form. You can also view information that is collected from crew leaders within a specific form. Any form that is already published will be in a read-only state. Read-only fields will be grayed out. Forms must be unpublished before they can be edited. When a form is published, other forms that are of the same type will be unpublished. To view forms with the most up-to-date responses, click on Create New Version in the More menu. Click here for more information.

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Notable Information
image.png1. Click on the More menu to see the options to Publish and Create a New Version.
image.png2. Click on the Information icon to view Audit Info.
image.png3. Click on the Download icon to download an Excel or a Text document of the form.
image.png4. Click the List icon to view the fields that appear on forms for the end user when the Field Type is List.
5. Click here to view a full description of all the fields on this screen.