This document contains instructions on how to use the new generation forms. It allows you to create a form and fill in data online or offline (without Internet access).
Forms are created from form templates stored in the workspace.
Form templates are displayed with:
for disabled models (see Activate a form template) ;
for activated models (see Activate a form template).
for models updated in Calenco (see Edit a form template).
Forms stored in the workspace are presented with the
clickable (if the form is not locked (see Assign a form)).
The drop-down menu of the column
filters templates or forms:
The management of the form templates is done in Calenco by the customer account manager and/or the workspace administrator (see Manage a form template).
Form creation and data entry are done in the Calenco Forms web application by operators (see Create a form). Access to the app is available via the button in the Calenco interface:
Table 1. The table below summarizes the access rights to the features related to Calenco Forms:
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Workspace Administrator |
Customer Account Manager | |||
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Calenco Forms is an optional feature and must be activated through the subscription (see Subscribe to the feature). Nevertheless, a series of actions with templates and forms are available in test mode to users without a Calenco Forms subscription. In the absence of the subscription, it is possible to:
Import a default form template into your workspace (see Import a form template into the workspace);
Create your template (see Create a new form template), modify it (seeEdit a form template) and activate it (see Activate a form template);
access the web application to create forms, fill them with data (Create a form).
The following messages are displayed for workspace administrators and operators:
When opening the application:
when sending the completed form to Calenco:
The respective message for customer account managers allows you to subscribe to this feature directly, so that all affected users can send the completed forms back to Calenco (see Subscribe to the feature).