75 lines
2.3 KiB
Markdown
75 lines
2.3 KiB
Markdown
# Form Management
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## Table of Contents
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1. [Accessing Form Management](#accessing-form-management)
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2. [Managing Forms](#managing-forms)
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3. [Form Templates](#form-templates)
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4. [Form History](#form-history)
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---
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## Accessing Form Management
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**Step-by-Step Instructions:**
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1. Navigate to **Form Builder**
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2. Click the dropdown menu (three dots) in the header
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3. Select **"Manage Forms"**
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4. Or use the breadcrumb navigation
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## Managing Forms
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**Form List View**
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- **View All Forms**: See all your forms in a table format
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- **Information Displayed**: Name, description, component count, creation date, last updated
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- **Sorting**: Click column headers to sort by different criteria
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**Search & Filter**
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- **Search Bar**: Type to search forms by name or description
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- **Filters**: Use status and date filters to narrow results
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- **Clear Filters**: Click "Clear Filters" to reset search
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**Form Actions**
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- **Edit**: Click "Edit" to open form in Form Builder
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- **Preview**: Click "Preview" to test form functionality
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- **Duplicate**: Click "Duplicate" to create a copy
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- **Delete**: Click "Delete" and confirm to remove form
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- **Export**: Click "Export" to download form configuration
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## Form Templates
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**Accessing Templates**
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- **Step 1**: In Form Builder, click the dropdown menu
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- **Step 2**: Select "Templates"
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- **Step 3**: Browse available templates
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**Using Templates**
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- **Step 1**: Select a template that matches your needs
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- **Step 2**: Click "Use Template"
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- **Step 3**: Customize the form for your specific requirements
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- **Step 4**: Save with a new name
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**Creating Templates**
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- **Step 1**: Design a form you want to reuse
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- **Step 2**: Click "Save as Template"
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- **Step 3**: Enter template name and description
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- **Step 4**: Template is now available for reuse
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## Form History
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**Accessing History**
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- **Step 1**: In Form Management, find your form
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- **Step 2**: Click "History" button
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- **Step 3**: View version history
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**Version Management**
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- **View Changes**: Click on any version to see what changed
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- **Compare Versions**: Select two versions to compare differences
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- **Restore Version**: Click "Restore" to go back to a previous version
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- **Change Tracking**: See who made changes and when
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---
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*Previous Chapter: [Form Builder](02-form-builder.md)*
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*Next Chapter: [Process Builder](04-process-builder.md)* |