Basic details
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The basic details of the form consist of five parts as shown below:
Field
Description
Select Group*
From the dropdown-list, select the group to which you want to add the form
Form Name*
Enter a name for your form
Add Form Description
Enter a short description for the form This will be displayed under the form title.
The fields Select Group and Form Name are mandatory. A form cannot be created without entering values for these fields.
Field
Description
Form entries can be updated after submission
Turn on this toggle switch if you want to allow the user to edit the entries after the form is submitted
Form entries cannot be deleted after submission
Turn on this toggle switch if you want to prohibit the deletion of entries after submitting the form
Visible only to group admins and super-admins
Turn on this toggle switch if you want to restrict the access of the form to only group admins and super admins
Enable system only submissions
Turn on this toggle switch if you want the system to create submissions of the form automatically based on the workflow configuration. The users can't manually submit these type of forms.
Select language to be applied
Select the language in which you want to display the title of this form
Provide form name in other languages configured for this form
Here you can give the desired title in the selected language.
example:
if the selected language is Hindi for the form "Reimbursement".
The given title in the selected language will appear only when the user system language is in the selected language. Example: The title अदायगी will appear when the user system language is Hindi, else the form title will be rendered in English.
The form title can be configured in more than one language.
Field
Description
Use form submissions as master data for other forms
This option helps to create the current form answers as master data
Apply master data to this form
This option helps to use master form data to fill in the current form data
Master records act as a source dataset in a process. (e.g. we need to have a drop-down of cities across multiple forms, So instead of asking user to fill cities manually every time in each form, we can create a master dataset of cities that can be used in different forms across the system.)
Field
Description
Use form as a parent to other forms
This toggle helps to set the form in consideration as a parent form
Use this form as a child to other form
This toggle helps to set the form in consideration as a child form to an already created parent form in the same group
Field
Description
Enable the uniqueness check
This setting ensures that the selected field has unique value in every form submission. No two submissions can have same value for the selected field/s.
Select field which will act as unique value for all submissions
Select the field for which you want to ensure unique value in every submission
What should be the behavior if a new submission is uploaded with same data
If a new form submission is created with duplicate value for the selected field, then what should be the desired acton that system should take.
List of actions to be taken if the value submitted for the field is not unique:
Discard new submission – The new submission for the field will be removed, and the old submission will be retained
Override previous submission – The old submission will for the field will be removed, and the new submission will be retained
Throw an error – An error message will be displayed to the user
The uniqueness feature ensures that there is no duplication of any field values. For a given field, it restricts a user from submitting a value that already exists in the data from the previous submissions made to the form.
Important: The uniqueness check will apply to bulk submissions (submissions via uploading an excel) as well.
To know more about language settings, see .
To know more about master data settings, see and Master data settings.
To understand the use cases, see .
