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About
The Form Diagram is a visual overview of a form version. This screen allows administrators to get a basic look at how a form is set up. It shows what groups have access to the form, what data sources it references, and which data destinations are connected.
The diagram also serves as a central navigation point for a form. Mouse over any component and choose to "Edit" to navigate directly to the settings page for that item.



Access the Form Diagram
To access the Form diagram:
- Navigate to the desired form.
- Enter the Form Diagram tab.



Diagram Elements
Items are grouped together in the diagram using visual containers: Data Sources, Form Images, Document Templates, Groups, and Destinations. Each container displays a maximum of 5 configured items. If the maximum display value is exceeded, then a more link [ # more… ] will be provided for the user to navigate to a complete listing of items by type.
Connecting lines indicate a relationship between the form and a linked item. Hovering the mouse over each element in the diagram will reveal details and actions that can be performed. Use the Add button [ + ] found in the top-right corner of each container, or the Click here to create... text to create another item of that type to connect it in the Form Builder.
Form
Details
- Number of Pages – Total number of pages in the Form
- Number of Questions – Total number of questions in the Form
- Data Record Name – Standard or Custom (mouseover for expression)
- Dispatchable – True/False
- Advanced Analytics – True/False
- Controls – A list of question types that are included in the Form
Actions
- View Details – Navigates to the Form summary page
- Build Form – Initiates the Form Builder
- Dispatch Data Records (Available if dispatchable is true) – Navigates to the Dispatch Data Records page for the Form
Form Images
The diagram lists all Form Images referenced by questions within the form.
Details
- Content Type – Image
- Referencing Questions:
- Question Label – Unique key used to identify the Form question
- Question Text – Text to be displayed from the Form question
Actions
- View Details – Navigates to the Form Image summary page
- Edit – Navigates to the Form Image edit page
Data Sources
The diagram lists all Data Sources referenced by questions within the form.
Details
- Type – Manual Upload, HTTP GET, FTP/Secure FTP, Dropbox, Google Apps Spreadsheet
- Referencing Questions:
- Question Label – Unique key used to identify the Form question
- Question Text – Text to be displayed from the Form question
- Display Column – Table column header being referenced from the Data Source
- Collect Additional Answers – True/False
Actions
- View Details – Navigates to the Data Source summary page
- Edit – Navigates to the Data Source edit page
- Download as CSV – Downloads the Data Source as a CSV file
- Fetch New Data (Available for dynamic Data Sources) – Attempts to retrieve data from the Data Source
- Upload New Data (Available only for Manual Upload Data Sources) – Navigates to the Data Source input file page
Destinations
The diagram lists all Data Destinations associated with the form, with different icons shown for each applicable Data Destination type.
Details
- Properties (These vary for each type of Data Destination, but all key configuration items will be listed)
- Filtering:
- Form Version State – A list of Form states to send to the Data Destination
- Data Record State – A list of Data Record states to send to the Data Destination
- Custom Filter Rules – Total number of custom Data Record filtering rules
Actions
- View Details – Navigates to Data Destination summary page
- Edit – Navigates to Data Destination edit page
- List Executions – Navigates to Data Destination list executions page
- Disconnect From Form – Unlinks the Data Destination from the Form
Document Templates
Document Templates that appear in the diagram show the document formatting that will be applied to the form’s Data Records (for applicable Data Destinations).
Details
- Document Customization Type – Type of Document
- Hide pages with no answers – Indicates whether or not page hiding is enabled
- Hide questions with no answers – Indicates whether or not question hiding is enabled
Actions
- Edit Document Format – Navigates to the Document Template summary page
- Preview Document Sample – Shows a preview of the Data Record format in the web browser
Groups
Groups who have access to the form are listed. Teams without FormSpaces will not see this section.
Details
- Number of Users – Total number of users in the Group
- Can Create – Indicates whether or not the group has Create permissions on the Form
- Can Test – Indicates whether or not the group has Test permissions on the Form
- Can Submit – Indicates whether or not the group has Submit permissions on the Form
- Can View – Indicates whether or not the group has View permissions on the Form
Actions
- View Details – Navigates to the Group summary page
- Edit Group – Navigates to the Group edit page
- Edit User Permissions – Navigates to the Group user permissions page
- Edit FormSpace Permissions – Navigates to the FormSpace permissions page
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