Perform additional actions on form
  • 09 Sep 2024
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Perform additional actions on form

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Article summary

You can perform the following additional actions on a form:

Add form to Export graph queue

To add a form to the Export graph queue:

  1. On the Forms page, select the needed form checkbox and click the options icon Options icon_2 .
    to export graph first

  2. In the dropdown list, select Add to Export Graph queue.
    add to export selection

The form has been added to the Export Graph queue. To manage and export the selected form, go to Import and Export.

Share form with other users

To share a form with other users:

  1. On the Forms page, select the needed form checkbox and click the share icon Share icon2 .
    to share with first

  2. In the Manage access rules dialog, select the needed users and rules and click Done.
    manage access rules menu

The form has been shared with specified users. For more details on access rules managing and sharing a form, go to Share actor with users.

View form as a graph

To view a form as a graph, on the right side of the needed form, click the options icon Options icon_2 and from the dropdown list, select Graph.
to view as a graph first

You can view the form fields as an actor graph on a layer in the Form Graph window. To change the form field actors on the layer, click and drag them in the window without changing the form parameters.

form graph

Remove form

To remove (delete) a form:

  1. On the right side of the needed form, click the options icon Options icon_2 and from the dropdown list, select Remove.
    to remove first

  2. In the Delete template dialog, click Permanently delete.
    remove form confirmation

Alternatively, you can remove a form by selecting Remove in the additional actions on the selected forms dropdown list.

remove a form -selected forms menu


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