Senpiper
  • Introduction to Senpiper One Resource
  • Getting started
    • Overview
    • Log in to the platform
    • Web workspace
    • Mobile Applications
    • White-labeled Apps and custom domains
  • Groups/Applications
    • Groups Overview
    • How to create groups?
    • Open vs Closed groups
    • Managing group members
      • Types of group members
      • Manual Group member management
        • Adding users individually
        • Adding users in bulk
        • Removing users
      • Automated user management
        • How to define criteria for adding users?
        • How to auto-remove users?
        • User Removal Alerts and Task Delegation
    • Group Details on web
      • Form Table View
      • Kanban View
      • Group chats
      • Pending task (assigned to you)
        • How to access the tasks assigned to you?
        • How to take actions on the tasks assigned to you?
        • How to toggle between different views?
    • Group Details on Mobile Apps
      • Managing Group Views
      • Group Chat Features
      • Form Submissions
        • Form card settings
      • Media Directory
        • How to create Media folder ?
        • How to upload media ?
        • How to delete Media ?
      • Pending Tasks
      • Group Settings
  • Media folders
    • Overview
    • How to access the Media Folders?
    • How to create media folders?
    • How to upload media files in folders?
    • How to delete media folders and files?
  • Scheduler
    • Overview
  • HOW TO CREATE APPLICATIONS
    • Overview
    • Tools to create an application
  • USER MANAGEMENT
    • Introduction
    • Managing users
      • User lists
        • How to create user lists?
        • How to create users?
        • How to add custom user list parameters?
      • How to add users to a user list?
        • Adding multiple users to a user list
      • More actions
        • Viewing users
        • Searching users
        • Downloading user lists
        • Delegating tasks
        • Viewing the change log of a user profile
        • Editing users
        • Deleting users
        • Blocking users
        • Unblocking users
        • Unlocking user
        • Granting permissions to users
    • Managing custom roles
      • Creating roles
      • Assigning custom roles to users
      • Removing custom roles from users
      • Granting permissions to roles
    • Roles and Users for the Reimbursement Use Case
  • FORM BUILDER
    • Introduction
    • How to create forms?
      • Basic details
      • Adding fields and saving a form
        • Types of fields
        • Default field settings
        • Individual field settings
        • Creating master records
        • Language settings for fields
      • Additional form settings
        • Conditions
          • Manage field settings
          • Copy field values
          • Conditional values of fields
            • Master Mapping
          • Validate field values
          • Calculate field values
          • Validate location
          • Face Matching
          • Append values to a field
        • Submit button settings
        • Configure pre loader
        • Configure post loader
        • Set form card layout
        • Set form table properties
    • Advanced concepts
      • Parent-child form settings
      • Using report data in forms
    • Editing forms
    • Deleting forms
    • More form options
  • WORKFLOW BUILDER
    • Introduction
      • Overview
      • Navigating workflow builder
      • How to add a new workflow?
      • How to view draft workflows?
    • Defining workflows
      • Define conditions for a workflow step
      • Define Workflow Actions
        • Configuring communication settings
        • Configuring a conditional assignee
        • Selecting an assignment strategy
      • Define workflow Step
        • Updating the status for a step of the workflow
        • Configuring button settings for a step of the workflow
          • Basic details
          • Form edit settings
          • Assignment settings
          • Comment log settings
          • Auto trigger settings
          • Time settings
      • Ending workflow
    • Editing workflows
    • Deleting workflows
    • Designing the reimbursement workflow (Path 1)
    • Designing the reimbursement workflow (Path 2)
  • ALARM BUILDER
    • Introduction
    • Alerts for form submission
      • Add New Alarm
        • Configuring the basic details
        • Defining the communication type
          • Send an Email
          • Send an SMS
          • Send an App Notification
        • Setting up the schedule for alerts
      • Viewing alarm event details
      • Editing an existing alarm
      • Deleting an existing alarm
    • Alarms for Custom Data Exports
      • Add a new alarm
        • Configuring Basic Details
        • Configure Content
        • Define Schedule
      • View Alarm event details
      • Clone a Alarm
  • General System Settings
    • Introduction
    • Authentication settings
      • Login option Preferences
      • Password settings
      • Custom URLs
    • Organization Branding
    • Custom Settings
    • Enable Sign-Up
      • Build a Sign-up form
      • Settings for Sign-up form
      • Customize Sign-up form
  • DIGITIZE A SAMPLE PROCESS
    • Overview of the process
    • Step 1: Register a company
    • Step 2: Create a group/Application
    • Step 3 : Design forms
    • Step 3: Create Process flow
    • Step 4 : Set up the communication
    • Testing the platform
  • Process migration
    • Introduction
  • Different types
  • Steps for migrating any process
Powered by GitBook
On this page
  • 1. Make a copy
  • 2. Enable Public Sharing
  • 3. Archive Form
  • 4. Form Template
  • 5. Select Preferred Fields
  • 6. Edit Pre-loader For This Form
  • 7. Edit Form

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  1. FORM BUILDER

More form options

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Last updated 3 years ago

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To access more options that can be performed on the form,

  1. From the Groups dropdown-list, click on the group to which the required form belongs.

The list of forms belonging to the group are displayed along with their field details.

The list of actions that can be taken on the form are displayed.

3. From the list of actions, select the required option and proceed accordingly.

Let us look at each option in detail.

1. Make a copy

This option creates an exact replica of the form in a group. We can edit this form as per our requirement.

To make a copy of the form,

a. From the list of options, click Make A Copy.

The Copy Form window is displayed.

b. In the Copy Form window, enter the values for the following fields:

Field
Description

Select Group

Select the group in which you want to place the copy of the form

Form Name

Enter a name for the form

Clone Workflow

Turn on this toggle switch if you want replicate the workflow attached to the form

c. At the bottom right of the Copy Form window, click Copy.

The copy of the form is added to the selected group.

2. Enable Public Sharing

This feature allows us to share the link of form with the users with which they can submit the form without having to log into the One Resource platform or the mobile application.

To enable link sharing for the form,

a. From the list of options, select Enable Public Sharing and then in the confirmation box, click Yes.

The Share Form Url icon is displayed at the top right of the right pane.

b. To obtain the public link, click on the Share Form Url icon.

The link is displayed below the Share Form Url icon.

We can copy this link and share it with the users as required.

3. Archive Form

4. Form Template

We can refer form templates for obtaining the keys of various fields and properties of the forms. These keys are used to customize settings manually from the backend while configuring workflows and alarms.

To access the form template,

a. From the list of options, select Form Template.

The form template is displayed.

As we can see, the keys for the various form fields and attributes are displayed.

5. Select Preferred Fields

To select the fields,

a. From the list of options, select Select Preferred Fields.

You will be asked to select your required fields.

b. Select the required field(s) and then click Save.

6. Edit Pre-loader For This Form

To edit the pre-loader page for this form,

a. From the list of options, select Edit Pre-loader For This Form.

The Edit Pre-loader page is displayed.

b. Either enter the pre-loader content in the text area or in the Provide any other HTML URL field, enter the url for an external page that you want as a pre-loader and then click Edit.

The Define buttons to be shown to the user window is displayed.

c. Enter the button names as required and click Next.

The preview of the pre-loader page is displayed.

On the bottom right of the screen, click Edit and then in the confirmation box, click Yes.

The pre-loader page is edited successfully.

7. Edit Form

2. Against the required form, click .

For information on archiving forms, see .

This feature allows us to select fields of our choice to be displayed on the cards in and views of the form.

This feature allows us to modify the pre-loader page that was created for this form. For more information on pre-loader pages, see .

For information on editing forms, see .

Deleting forms
kanban
chat
Configure pre-loader
Editing forms