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InForm Settings

Owned by Former user (Deleted)
Last updated: Jul 30, 2024 by Richie Rowe
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SETTINGS

Video: Form Groups

The Settings tab is only available to the system administrator and is where the form groups that are available within Lucidity InForm are created and managed. Form groups are categories for filing forms and enables forms to be restricted to specific users or user groups via Lucidity Access.

Form Group Permissions

It is important to note when a new form group is added to Lucidity InForm, it will not be available for access to any end-user that has scoping applied. For example, an end-user has been scoped to only allow them to view forms in the Star Wars Galaxy form group. If an admin creates a new form group called Millennium Falcon, that end user will not be able to view any forms or form records under the Millennium Falcon form group unless their permissions are updated in Lucidity Access.

Various options are available to manage form groups, from the Settings tab:

  1. Add new form group

    1. Click 'Add New'

    2. Enter a name for the form group

    3. Click 'Save'

  2. Edit form group name

    1. Use filters to locate the form group that requires editing

    2. Click 'Edit' on the far right

    3. Edit name as required

    4. Click 'Save'

       

  3. Delete form group

    1. Use filters to locate the form group that requires deletion

    2. Click 'Actions' on the far right

    3. Click 'Delete'

    4. Confirm deletion

Deletion of Form Groups

Deletion of a form group will remove the form group from the Form Records page. Any associated form records can now only be access via the 'List All' option. Deletion of form groups cannot be undone so always proceed with caution when using the delete button.

 

System Settings within Lucidity Access

Some settings for Lucidity InForm are managed via the Settings tab within Lucidity Access as they apply to more than one Lucidity application. These include:

  • Division

  • Location

  • Business Unit

  • Project

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