The Form Admin section of the User Guide is split into several section. Use the links below or on the left-hand side to navigate to the required section.
On this page:
Sub-pages:
FORM ADMIN
Form Admin
The Form Admin tab provides a list of all existing forms that have been set up in Lucidity InForm. From here, administrators can create new forms and view, edit, copy, archive or delete existing forms.
Video
InForm Workflow Approvals & InForm - Asset Integration Pt 2 Webinar
Click the video below to view a 30 minute comprehensive training Webinar focusing on Lucidity InForm workflow approvals and part 2 of InForm - Asset integration.
Inform Workflow Approvals: starts immediately and continues to the 26 minute mark
InForm - Asset Integration Pt 2: starts at the 26 minute mark and continues for 5 minutes
NOTE: This Webinar was recorded in August 2020. Any updates to the features or modules discussed since then will not be included.
Video
Intranet Scoping, InForm Scoping, InForm - Asset Integration, Using Hyperlinks in Forms & Lucidity App Webinar
Click the video below to view a 30 minute comprehensive training Webinar focusing on several features from Lucidity Intranet, Lucidity InForm, Lucidity Access and the Lucidity App.
Intranet Scoping by Bulk: starts immediately and continues to the 8 minute mark
InForm Scoping by Bulk: starts at the 8.40 minute mark and continues for 4 minutes
InForm - Asset Integration: starts at the 12.30 minute mark and continues for 5 minutes
Using Hyperlinks in Forms and Lucidity App: starts at the 17.30 minute mark and continues for 7 minutes
NOTE: This Webinar was recorded in May 2020. Any updates to the features or modules discussed since then will not be included.
Video
How to Build Forms in InForm Webinar
Click the video below to view a 45 minute comprehensive training Webinar focusing on Building Forms in Lucidity InForm.
NOTE: This Webinar was recorded in September 2018. Any updates to the Build Form tools since then will not be included.
Video
Lucidity InForm: Form Admin Overview
From the Form Admin tab, administrators with relevant permissions can:
- Create, edit and view forms
- Copy, archive or delete existing forms
- Export lists of form details to Excel
Create New Form: Admin Page
Video
Lucidity InForm: Form Admin Page
To create a new form, from the Form Admin tab:
- Click 'Add New'
- Complete the fields (see table 'Definitions of Fields' below)
- Click
- 'Save' to save the form and return to the From Admin page
- 'Save and Next' to continue to the form fields editing page
The details captured for each form may vary slightly between each system configuration. Fields marked with * are mandatory.
Definition of Fields: Admin Page
| Name | Definition |
|---|---|
| Name | Enter a relevant name for the form |
| Description | Enter a relevant description for the form |
| Public Enabled | Select to enable to form to be accessed by users with no log in requirement See the Public Forms page in this user guide for more details. |
| Public Form URL | Shows the URL and QR Code that can be copied and used to direct people to the specific form |
| Public Attachment Enabled | Select to allow public users to add attachments to their form record Note: actions will NOT be available in public forms due to the fact respondents have no additional Lucidity access. Logged in users accessing the form will be able to create actions as normal. |
| Mobile Enabled | Checking this box enables mobile device compatibility for the form using the Lucidity App. If not enable, the form can still be accessed on a mobile device but only via a web browser. Note: Forms that are publicly enabled will automatically be mobile enabled. Therefore the field will not be available for selection. Mobile Enabled Forms It is recommended to keep the number of forms that are mobile enabled to 100 maximum to avoid complications when utilising the app. In addition, each mobile enabled form should have a maximum of 100 form fields. Complications may arise if these recommended limits are exceed. |
| Include Asset Drop-Down | Select from:
|
| Additional Asset Fields | If 'Yes' is selected for 'Include Asset Drop-Down' the asset fields to be included must be selected from the drop-down. The selected fields will display information about the asset (from the Asset module). Any combination of fields (all all) can be selected.
The completed form will then display within the Asset module where it can be opened and edited as required. Refer to the Asset Register page in the Asset user guide for more details on viewing forms from within Asset.
|
| Score On | Select from:
See the Scoring section on the Special Features page in this user guide for more details. |
| Form Group | Form groups allow for scoping of forms and are used to determine where and who the form is visible to. A form MUST be allocated to 1 form group. The option is available to add to multiple form groups if required. Form groups are created via the Settings tab. Refer to the Settings page in this user guide for more details. |
| Save | Save this form and return to the form groups. The form can be accessed at a later date to access the edit page and add questions. |
| Save and Next | Save this form and progress to the next stage - Edit Form |
