Managing Forms

Introduction

The Forms Designer serves as a central hub for accessing all company forms. It also allows editing of forms, provided the account has the required permissions. 

Getting to the list of Master Forms

A master form is the original template from which all active forms are generated. Each time a form is filled out, it creates a copy of the master form.

Changes made to a master form do not affect forms that have already been completed.

To access the list of forms:

1. Open the web version of Visual Dispatch.
2. Go to Forms > Forms Designer.

Managing your Forms

The Forms Designer page provides a set of tools to help manage and customize your forms.

• New - Create a New Form and definite its attributes
• Edit - Edit the attributes of this form

1. Name - the name for this form. It needs to be unique, and it is helpful to add the type of form to it so it’s easier to find later.

2. Type: Select whether it is a Prestart, JSA form, or Other form.

3. Template: Select which doc template to use when exporting the form to PDF

4. Attachments: whether this form supports documents attached to it

• Delete - as the name says, will remove the selected master form from the list. Be careful, there is no undo!

• Elements - opens a new screen to lay out and modify the selected form. See Laying Out Forms

• Preview - shows what the selected form will look like

• Export XML - Generates an XML file from the selected form, which can then be imported into another instance of Visual Dispatch

• Import - Imports a master form created in another instance of Visual Dispatch, generating a new form in your system

• Replace - similar to Import but replaces the selected form with the imported one. Be careful, there is no undo!