What is Forms and what can I do with it, hell?
Create flexible, useful web-based forms with no programming required. Use text fields, checkboxes, dropdowns, calendar inputs, file uploads and more for precise and secure information capture. Use existing forms with merge forms
Use Cases / Practical Use:
Filled-out forms are automatically stored in a file cabinet and are automatically accessible to all permitted users. Employees can integrate Web Forms into their lists (Task Manager license required) or Workflow (Workflow Manager required).
Want to know more? Check these articles:
- Structured capture of data
- Find examples of uses cases in the blog:
- Hiding showing form fields
- Quick-capture-reuse-of-employee-data
- feel-better-managing-and-recording-sick-leave-reports
Preliminary settings required
Sorry, but will have to tick some options before you start.
"DocuWare Forms" functional right: To view and use the Forms area in DocuWare Configuration, the Configure Forms function right is required, which is assigned in the User Management of DocuWare Configuration.
Setting up a system storage path: You can embed existing Merge Forms in DocuWare Forms. The module requires a storage location for temporarily storing the Merge Form. DocuWare Administrators of on-premise installations need to set up this storage location in the DocuWare Administration under DocuWare System > General > System Storage Path. The specified storage location is located locally on the server computer or in the network. It must be accessible for all server components.
Assigning store dialog to users: If a DocuWare user has filled out and transmitted a Form, it is automatically stored as a PDF in the file cabinet. He/she must also be assigned the store dialog (DocuWare Configuration > File Cabinets > File Cabinet x > Dialogs).
Check entries in the form with the validation service: You can use the validation service to compare the entries in a form with the data in the CRM, for example, before they are submitted. Only forms with validated index data are saved. A validation is defined for a store dialog under DocuWare Configuration > File cabinet > Dialog > Store. In the form configuration, select the required store dialog in the Output tab to enable validation for the form.
Description
•A Web Form is based on a configuration in which the form fields, indexing, storage target, and access rights are defined.
•When the configuration is finished you will get a link to the form. Send the link to people so that they fill it out in the browser. The form is transmitted with one click and stored as a PDF in the file cabinet.
•Embed empty form fields in a workflow so that they can be filled in later in the task mask. This is only possible with merge forms.