Cloning or Iterating Dynamic Forms

Before a new Form can be used, it needs to be Approved. When a From is Approved it cannot be modified or edited any more, to preserve data integrity. When you want to change your approved Form, you now need to create a new version of it. The new Form will get a new version and the status "New iteration". It can then be modified and edited. Once the new iteration is Approved, the previous version will get the status "Legacy" and it will not be possible to change it any more. As an alternative you can also clone a Form and edit the clone. In this case the original Form will remain in use. 

It is also possible to share and install Dynamic Forms from a shared repository.

Iterating Forms 

To make a new iteration, i.e., versions of your Form:

• Go to the Custom reports Main Menu.

• Select Dynamic Forms from the dropdown.

• Select the desired Form in the list.

• Click the iterate button.

• In this case you cannot change the Name, since it is just a new version of an existing Form.

• Add to the Description.

• Click Save.

You will now have a new version of your Form with status "New iteration".

Take Note

The new version of of your Form will not be in effect until it is Approved.

Cloning Forms

To clone a Form:

• Go to the Custom reports Main Menu.

• Select Dynamic Forms from the dropdown.

• Select the desired Form in the list.

• Click the save as clone button.

 

• Change the Name.

• Add to the Description.

• Change the Owner if needed. Note: The Site Name will be suggested here for cloned Forms.

• Visibility will always be set to "Local" for cloned Forms..

• Click Save.

You will now have a new Form with status "Working Draft".

Sharing and Installing Checklists 

It is also possible to share and install Dynamic Forms. e.g., Checklists, from a shared repository. The Shared Library repository is available under the Custom reports menu. This is a common, shared, repository of configurations such as Checklists. All Forms, which have been shared by others publicly, will be available here.  

A Form must be published and made available, before it can be installed by others. 

To publish and thus share a Form:

• Go to the Custom reports Main Menu.

• Select Dynamic Forms from the dropdown.

• Select the desired Form in the list.

• Click the Publish Package button.

  

  A new record with the same name, will show in the Shared Library. 

  Forms in the Shared Library can have the following Statuses:

  • Available – form is available on shared library and can be installed

  • In use – form is installed 

  • Your publish – this is your form which has been published

  • Upgrade available – there is new version of the installed form available

  To install a published Form:

  • Go to the Custom reports Main Menu.

  • Select Shared Library from the dropdown.

  • Select the desired Form in the list.

  • Click the Install/Upgrade Package button.

The Form will then be recreated for you.

Editing Forms

To edit your new iteration or clone Form:

• Go to the Custom reports Main Menu.

• Select Dynamic Forms from the dropdown.

• Select the desired Form in the list.

• Clink on the new Form's Name in the Dynamic Forms list.

• This will take you to the Editor Wizard.

Then see Creating new Dynamic Forms, Adding Stages, Adding Sections, Adding Fields, Defining Lookups.

Approving Forms

When you are done Editing your Form, remember to review the Conditions for use and Approve it.

Making Forms Obsolete / Legacy

If you do not want to use your Form any more, you can retire your Form to legacy/obsolete and the Form will be given the status "Legacy/Obsolete".

Exporting/Importing Dynamic Forms

Exporting a Dynamic Form

To Export the structure of a Dynamic Form for the purpose of importing it in another IMS deployment:

• Navigate to the Custom reports Main Menu.

• Select Dynamic Forms from the dropdown.

• Select the desired Dynamic Form from the list.

• Click on the Download Form button to download a JSON file containing the configuration of the Dynamic Form. Note: If you do not see the Download Form button, click on the Toolbar Settings button to add it to your toolbar.

Importing a Dynamic Form

To Import the structure of a Dynamic Form:

• Navigate to the Custom reports Main Menu.

• Select Dynamic Forms from the dropdown.

• Click on the Upload Form button to open the Upload Dynamic Form dialog. Note: If you do not see the Upload Form button, click on the Toolbar Settings button to add it to your toolbar.

• Add the JSON File you wish to upload by dragging it onto the grey area or by selecting it in your file browser.

• Click Import.

When the upload is complete, the newly-uploaded Dynamic Form will be opened in the design Wizard.