corrad-bp/docs/documentation/03-form-management.md
Md Afiq Iskandar e4548647b5 Update Documentation and Configuration for Corrad ProcessMaker
- Added comprehensive documentation covering key features, user guides, and best practices for the Corrad ProcessMaker platform.
- Introduced new API endpoints for serving documentation files dynamically.
- Enhanced the navigation structure to include a dedicated documentation section for improved accessibility.
- Updated the Nuxt configuration to optimize the development environment and ensure proper handling of dependencies.
- Included new dependencies in package.json to support documentation rendering and processing.
- Improved the user interface for the documentation page, enhancing the overall user experience.
2025-07-24 17:17:11 +08:00

2.3 KiB

Form Management

Table of Contents

  1. Accessing Form Management
  2. Managing Forms
  3. Form Templates
  4. Form History

Accessing Form Management

Step-by-Step Instructions:

  1. Navigate to Form Builder
  2. Click the dropdown menu (three dots) in the header
  3. Select "Manage Forms"
  4. Or use the breadcrumb navigation

Managing Forms

Form List View

  • View All Forms: See all your forms in a table format
  • Information Displayed: Name, description, component count, creation date, last updated
  • Sorting: Click column headers to sort by different criteria

Search & Filter

  • Search Bar: Type to search forms by name or description
  • Filters: Use status and date filters to narrow results
  • Clear Filters: Click "Clear Filters" to reset search

Form Actions

  • Edit: Click "Edit" to open form in Form Builder
  • Preview: Click "Preview" to test form functionality
  • Duplicate: Click "Duplicate" to create a copy
  • Delete: Click "Delete" and confirm to remove form
  • Export: Click "Export" to download form configuration

Form Templates

Accessing Templates

  • Step 1: In Form Builder, click the dropdown menu
  • Step 2: Select "Templates"
  • Step 3: Browse available templates

Using Templates

  • Step 1: Select a template that matches your needs
  • Step 2: Click "Use Template"
  • Step 3: Customize the form for your specific requirements
  • Step 4: Save with a new name

Creating Templates

  • Step 1: Design a form you want to reuse
  • Step 2: Click "Save as Template"
  • Step 3: Enter template name and description
  • Step 4: Template is now available for reuse

Form History

Accessing History

  • Step 1: In Form Management, find your form
  • Step 2: Click "History" button
  • Step 3: View version history

Version Management

  • View Changes: Click on any version to see what changed
  • Compare Versions: Select two versions to compare differences
  • Restore Version: Click "Restore" to go back to a previous version
  • Change Tracking: See who made changes and when

Previous Chapter: Form Builder

Next Chapter: Process Builder