User Defined Form Summary in PICSWeb Configuration

Selecting the ... icon next to a User Defined Form and selecting Summary will open the User Defined Form Summary page. The following details will be shown for the form:

• Title

• Form For – This shows what types of record will have the form fields available.

• Status – This shows whether the form is Live, Dormant or Retired.

The following actions are available from the Actions button:

• Edit – This will open the User Defined Form Builder for the form.

• Clone – This will create a copy of the form and add it to the form list. You will be prompted to enter a new title for the cloned form.

Selecting Edit Questions will take you to the User Defined Form Builder.

Open

The summary is divided into two tabs which display the following information:

• Preview – In this tab you can view a preview of the form and access the User Defined Form Builder.

• Locations and Visibility Restrictions – In this tab you can control where the form fields are available and restrict when they are shown.

Selecting Actions will show the following options for the form:

• Edit – This will open the Edit Window for the form.

• Clone – This will create a copy of the form and add it to the form list. You will be prompted to enter a new title for the cloned form.