The actions that can be performed on forms are different, depending on the mode that the library is opened in: Selection Mode or Browse Mode.
Additionally, a pop-up actions toolbar appears, when you hover over a Form entry in the Forms Table.
Forms Pop-up Actions Toolbar
A pop-up actions toolbar appears, when you hover the mouse pointer over a Form entry in the Forms table.
Pop-up Actions toolbar
The following actions can be performed in Selection Mode (available actions may depend on your access rights and site configuration):
Action |
Description |
Details |
Opens the Form Details screen with information about the form. |
Delete Item |
Removes this form from the server. (Availability of this action may depend on your access rights.) |
Add to Favorites |
Adds selected forms to the list of Favorite Forms. An Add to Favorites pop-up window is opened. |
Actions for the Forms Library in Selection Mode
Actions toolbar in Forms Selection Mode
The following actions can be performed in Selection Mode:
Action |
Description |
Select |
Adds selected forms to the Work Item and returns to the Work Item screen. |
Cancel |
Returns to the Work Item screen. |
Create New |
Creates a new electronic PDF form. A new Form Details window is opened. |
Add to Favorites |
Adds selected forms to the list of Favorite Forms. An Add to Favorites pop-up window is opened. |
Actions for the Forms Library in Browse Mode
Actions toolbar in Forms Browse Mode
The following actions can be performed in Browse Mode:
Action |
Description |
New Forms |
Creates a new electronic PDF form. A new Form Details window is opened. |
Export |
Exports the list of selected forms and values in the respective fields. |
Add New |
This button is not used for Forms. |
Barcode |
Creates a Barcoded Cover Sheet for the selected forms, which can then be saved and printed. |
Create WI |
Creates a new Work Item that contains the selected forms. |
Customize Report |
Opens the Report Builder, which allows to change the search fields and the table columns in the Forms Library View. |
Add to Favorites |
Adds selected forms to the list of Favorite Forms. An Add to Favorites pop-up window is opened. |