Building or editing your own tailored forms

When your organisation purchases an Enterprise subscription, you are able to use the Quentic App Portal's form editor. With this you can build and edit the forms by yourself. Other option to use tailored forms is just to contact us and we will do it for you. But if you prefer to do it yourself, that is accomplished with the form editor feature.

Start the editing by going to "Management" > "Form Editing" in Quentic App Portal. You can use the Search-field to find the form you want to edit. 


EditingButtons_Plus.JPGThis button allows you to create another version (revision) of the existing form. If you have activated one version and you want to edit it, you need to create a new revision.

EditingButtons_Eye.JPG You can view the revision without leaving the editing section.

EditingButtons_Pen.JPGEditing the revision is easy. Just activate the form editor by clicking this button and start editing. The editor is a drag & drop-tool so you can easily move the modules (e.g. textboxes, checkboxes,  Drop down listings, signatures) from one place to another. On your left-hand side you'll find a list of all modules that are available. You have a live preview available all the time so that you can check how your form is shaping up. Remember to save the changes you've made!

EditingButtons_TrashBin.JPGTrash bin is the place where you can leave those form versions you don't need anymore. Once you have activated the revision, it is not possible to delete it anymore.

EditingButtons_Bookmark.JPGThis symbol indicates the non-active version of the form. Before publishing the form you are still able to edit it. 

EditingButtons_ActiveForm.JPG Active form. After activating a form you can't edit or delete it anymore.  


How to edit an already published form?

Form editor has a built-in version control. Once the form has been activated to production, you can't change it anymore. You need to create a new version, edit it and activate it to be used as the production version. With this we want to ensure that there is no possibility for mixing-up in the forms used on the field for reporting.

Version control allows you to activate which ever version of the forms you need. So you can also go back to earlier versions, if needed.



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