Importing From the Forms Library

 

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Administrators can quickly import templates from the Forms Library, making it easy to get their paperless business solution up and running in no time. In many cases, a form imported from the Forms Library will be suitable for use without any changes, but it is always possible to use the web-based form builder to adapt and customize a form to meet an organization's specific needs.

 

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Importing a Form

  1. Mouse over the Manage Forms tab and select "Create New Form" from the dropdown menu.

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  2. From the Create Form menu, choose "Select a Form from our Forms Library."

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  3. Optionally filter results by selecting an Industry or Business Function from the dropdown menus.

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  4.  Select the form, then click Import. The form is now available to your team. Once imported, the form can be deployed and used as-is, or edited and customized in the Form Builder.

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Importing a Data Source

  1. Repeat Steps 1 and 2 from Importing a Form.

  2. Select the Data Sources tab.

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  3. Optionally filter results by selecting an Industry or Business Function from the dropdown menus.

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  4. Locate the desired Data Source, and click Import.

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  5. Select the destination for the Data Source, and name it. You may also specify if this Data Source will replace any existing Data Sources.

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    When done, click Import.

  

Next Steps

Data sources can be added to and/or referenced by a form through the Form Builder using a radiobutton, dropdown, or multiselect type question. Customize the options in dropdown fields using part, customer and employee lists by Customizing Data Sources.  Read the article on Data Source Essentials for even more information on working with data sources. 

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