- 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.
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Form Management
Table of Contents
Accessing Form Management
Step-by-Step Instructions:
- Navigate to Form Builder
- Click the dropdown menu (three dots) in the header
- Select "Manage Forms"
- 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
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Next Chapter: Process Builder