...
The EForm Administration contains four six main sections (tabbed buttons in main window):
...
EForms -- Forms are filtered by workflow. Select the workflow from dropdown (if more than one). The list of created forms are display is displayed and an Add button to create new forms. Selecting a form from the list , gives access to the other tabbed buttons in the EForms Administration window.EForms
Creator –The Editor is a web-based application visual form builder that is the main component to creating the EForms. To access the Creator, either click the Add button to create a new form, or highlight the Eform in the list and select the Eform Creator tab.
EForms Mappings – Provides configuration for mapping the EForms to the Document Management System. Primarily one connection is created to map the document management fields to the EForm questions. The questions used for mapping are setup with an additional property value for export within the EForms Creator.
EForms Preview – Quick access to display the layout of the configured EForm, view PDF rendered outputs, and test the overall interactivity of the EFormrobust enough to make everything from a simple contact page, forms with calculated or visible fields based on expression conditions, perform data lookups on form questions, to complex multi-page surveys. The form builder has a wide range of form field type questions built into the toolbox. The drag and drop interface is simple and intuitive to use, allowing to build forms in under 5 minutes. The EForms Creator builds flexible forms that are designed to work on any website with ease. Forms can be hosted in their own window or embedded into an existing website. The default hosting page provides the consistent layout and theme, and other custom theme options are available for greater integration into existing websites.
Export Mappings creates the connection to take your form results and map them to your workflow design and document management system. Form completion saves the form result into a database table and creates a PDF rendering of the data entered by end users. The PDF form document is used by the workflow design create an item with your workflow design process. Additional options are available to display the form as part of the workflow process.
Data Connections allows for access to data in the Database Management System.
Data Lookups use the connections created to push the data into the formvia SQL Lists and auto-population based on specific values.
Process Status A new feature that enables the user to see the Eform processing status and take corrective measures when the Eform does not process correctly.
Access
Access to the EForm Administration is via the Links section from the left-hand panel of ECMToolbox. By
...
your environment. If the Link is not present, you may not have permissions to see it. This can be is enabled
under the ECMToolbox Administration section.
The EForm Administration link will display in the main window.
...
EForms Selection
The dropdown will default to the first workflow setup within the ECMToolbox
workflow system. If your system is configured with more than one workflow, use the dropdown to filter
EForms list to the specific workflow.
...
button link or the EForms Creator tabbed button.
...
EForms Creator
The interface is presented in a survey style environment where questions will be placed on the form through the use of single input textboxes, single or multiple choice drop-down lists and checkboxes along with a host of other input gathering formats.
...
The center of the screen is the workspace where questions will be placed. Due to space constraints on the form design page, the placement of the questions are is not WYSIWYG. So even though the placement of the questions in the work area do not line up as you intended, when you Run the form, the questions will appear as planned. You can hide the left side screen to give the design area a bit more realism as to how the form will look when Runrun. The right side of the screen can also be collapsed by clicking the down arrow at the right end of the Page Description blue line.
On the left side of the screen are the database data connection(s) and tie-ins that allow data to be accessed from a database and shown on the form. The DBLookups Data Lookups section allows for database integration. An example might be a drop-down listing. Instead of hard-coding the choices into the question, the drop-down list could be pulled from the database so that if the list needs to be updated, the database would be updated and the question would simply show the values.
...