Actions within the Forms Library
- Inese Auzina
- Mercedes Rothwell
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. The following actions can be performed in Selection Mode (available actions may depend on your access rights and site configuration):
Pop-up Actions toolbar
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 Form Favorites. An Add to Favorites pop-up window is opened. |
Actions for the Forms Library in Selection Mode
The following actions can be performed in Selection Mode:
Actions toolbar in Forms 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 Form Favorites. An Add to Favorites pop-up window is opened. |
Actions for the Forms Library in Browse Mode
The following actions can be performed in Browse Mode:
Actions toolbar in Forms 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. | Note: The actual content of the forms (PDF files or images) is not exported. |
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 Docupace 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 Form Favorites. An Add to Favorites pop-up window is opened. | |