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You perform all tasks related to a form in the "Manage Form" screen that you arrive by:

  1. selecting a form in the Manage SmartForms Library screen and clicking on "Manage Form" button;
  2. clicking on the "Form Administration" link of the Form Test Display application that is configured to use the form (this option available only If you have installed Smartforms plugins ).
Note: the functionality available in the "Manage Form" screen is applied to the current version of the selected form, the latest version that might be published or not yet published.

The screen consists of three parts:

  • at the top - drop-down box that contains all SmartForms Library forms in the hierarchical tree allowing you to quickly switch to another form;
  • on the right - the main panel consisting of tabs where you perform tasks in specific areas;
  • on the left - the panel displaying form's details and providing access to common tasks.


The main panel has the following tabs:

Status 

Status tab displays form version information, allows to create and publish new versions and provides access to version release history. See Managing Form Versions for more details.

Styling

Styling tab is the place where you add CCS styles/classes specific to your form - Form Styles.

It has the code area field where you enter or copy into CSS instructions and two buttons:

Update - to save your changes

Reset - to discard them.

Form Styles displayed in the Styling tab are related to the latest version of the form:

  • no modifications are allowed if the latest version is a published version.
  • new version has to be created even if you only need to modify/add Form Styles. When you create a new version, the CSS instructions are copied over from the latest published version.

Workflows 

Workflows tab is the place where you manage a form's workflows - custom actions executed at different events: when user starts, cancels or submits a form. 

It has Add workflow button to add and configure workflows. Workflows that you have added are shown in the list.  The last column in the list contains two links:

Details - to display and modify a workflow. A workflow can be disabled (the execution of the workflow stops) and enabled (the execution of the workflow resumes).

Remove - to delete a workflow (not available when the form is published).

Workflows displayed in the Workflows tab are related to the latest version of the form:

  • no modifications are allowed if the latest version is a published version.
  • new version has to be created even if you only need to modify/add workflows. When you create a new version, the workflows are copied from the latest published version.

See Workflows to learn what workflows are available and how to manage them.

Campaigns

Campaigns tab is where you manage form campaigns. Chances are you rarely visit this tab, two campaigns, one Test and one Production, that are automatically created when you add a form to your SmartForms library will cover all of your needs. If you want to collect live data into separate data sets, create another Production campaign. You can create as many Production campaigns as you need. You can stop a Production campaign at any time, it will become a Stopped campaign.

The Campaigns tab has three sections, one per each type of: Test, Production and Stopped. All form campaigns are listed in one of these sections.

In the section for Production campaigns there is a button Add new campaign that allows you to create a new Production campaign.

There is a Manage link for each campaign that will open a screen where you can perform tasks allowed for this type of campaign, see Managing Form Campaign for more details.

Deployments

Deployments tab consists of two sections:

  • Plugins - that lists all web platforms for which Smarforms plugins are available and links to the relevant instructions how to deploy a form using plugins
  • Embeds - the section where you can generate scriplets to insert into your website when it is not built on the platform listed in the Plugins section.

 

See Creating Embeds for more details.

Details panel



The "Details" panel starts and ends with the buttons that you will use the most:

Open in Designer - to open the form in the Visual Designer 

Preview Form - to run the form in preview mode (see Preview Form).

In the Details panel you can:

  • Change the Name of the form. Click on Change link, enter and save a new name.

  • Change the Folder the form resides in. Click on Change link, select a different folder from the hierarchical tree of folders you created in your SmartForms library and save your selection. 

  • Copy Form ID to clipboard. We might ask you to send us Form ID when you lodge a help request.

  • Export Definition. This function allows saving the form's definition into an archive file that you can keep for backup purposes or with to add (import) the form definition into another location. See See Exporting, Importing and Updating Forms.

  • Update Definition. This function allows updating the current version of the form (only if it is not a published version) with form definition from an archived file, the file must be generated using SmartForms Export facility. See Exporting, Importing and Updating Forms.

  • Delete Form. This function allows form deletion. 

    When you delete a form not only form definition will be deleted, all form data submitted by end-users (from all campaigns) will be also deleted! The deleted data cannot be restored.

    Make sure you don't delete live submissions! 


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