Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »


Introduction


Form Favorites provides easy access to your most popular forms by grouping them into a bundle for easy retrieval. The steps below will walk through creating/accessing/editing form favorites through Starting Point and Retrieve.


Table of Contents


Creating/Adding Form Favorites from Starting Point & Retrieve


Step 1: While you are in Starting Point, and on the Review Summary screen click Add forms.

Figure 1: Review Summary Screen


Step 2: Navigate to Retrieve > Forms

Figure 2: Navigate to the Forms Domain



Step 3: Both paths above will open up the Forms domain. You can now search for the forms you would like to add to your bundle. You may search by:

  • Form Type
  • Form Author
  • Form Name

Figure 3: Searching For Forms



Step 4: Once you locate the form(s) you would like to save as a favorite, click the checkbox next to the form(s) and click the Add to Favorites button at the top of the screen. 

Figure 4: Add Forms



Step 5: Click inside the Label field and either:

Figure 5: Add to Favorites



choose an existing label from the dropdown list

Type in your new label and press the Enter key on your keyboard.



Figure 6: Add Label



Click Add to associate the forms selected with the Label. 

Figure 7: Add Button



Click Close to close the confirmation screen.

Figure 8: Confirmation Page



Editing the Label Name


 Figure 9- Labels Tab

Figure 9- Labels Tab

Step 1: Navigate to the Forms domain. You can access it via Starting Point or Retrieve. Click the Label tab to open it.



Figure 10- Navigating to My Favorites

Figure 10- Navigating to My Favorites


Figure 11- Details Button

Figure 11- Details Button

Step 2: Hover over the label you would like to edit and click the pencil icon to edit the Details screen.



Figure 12- Save and Close

Figure 12- Save and Close

Step 3: Make updates to the Name field. Click Save and Close.


Step 4: View your results.



Removing a Form from Favorites

There are currently two ways to remove forms from your Favorites. Option 1 is within the Forms Repository. Option 2 is within the Favorite Forms domain. 


Option 1:  Forms Repository





Step 1: Access the Forms domain via Starting Point or Retrieve. Search for the form you would like to remove from your favorites. 

Figure 13- Access Favorites

Figure 13- Access Favorites



Step 2: Click on the Details (pencil) icon to access the form details.

Form 14: Form Details



Step 3: Scroll down to the Favorite Forms section. Select the label(s) you would like to disconnect a form from. (Form may be in multiple saved favorites). 

Figure 15: Remove From Favorites



Step 4: Click Save and Close. 

Figure 16: Save and Close



Step 5: Verify the form is no longer part of your label by searching for the label you just removed the form from.

Figure 17: Search for Form



Option 2: Favorite Forms Domain




Step 1: Access the Favorite Forms domain by navigating to Administration > List Domains > Favorite Forms.

Figure 18- Favorite Forms

Figure 18- Favorite Forms



Step 2: Search by Form or Label to locate the form you would like to remove from the favorite label. Click on the row or on the pencil icon to edit.

Figure 19: Search



Step 3: If the form is attached to more than one label, click on the row to edit.

Note


If the form only belongs to one label. You need to remove the form from the main Favorite Form domain page. Hover over the form and click on the trash can icon to delete the form. 


Figure 21- Trash Can Icon

Figure 20: Click to Edit Labels



Step 4: Click the checkbox next to the label(s) you would like to remove from the form. Click Remove to disconnect the form from the label.

Figure 22: Remove Button



Step 5: Click Save and Close

Figure 23: Save and Close Button



Deleting a Label


Figure 24- Delete Icon

Figure 24- Delete Icon

To delete a label, you must first remove all of the forms from the label following the method in the previous section. You can delete the label by clicking on the trash can icon that appears when you hover over the label line item. 



Accessing the Favorites in the Future


To access the forms that you have saved as favorites OR forms that others have shared, click on the Search Filter Dropdown at the top left-hand side and change to All Favorite Forms or My Favorite Forms to access the saved favorites. You can also search by the Label to drill down further.

  1. All Favorite Forms:
    1. Your saved forms favorites and shared saved forms favorites
  2. My Favorite Forms: 
    1. Only your saved forms favorites

Figure 25- Add Additional Forms

Figure 25- Add Additional Forms

  • No labels