Knowledge: Which form do I need to edit? Advanced forms mode
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Knowledge
Title*Which form do I need to edit? Advanced forms mode
ManualAdministration
Manual Level TwoData Rooms
Manual Level ThreeForms Design
Created18/03/2025
DetailIf you are using Advanced forms mode it can be confusing knowing which form is responsible for which system features. Below is a list of features that correspond to each form. This list is under active maintenance but should serve as a guide for most system features:
- Input form
- Profile editing/user data input
- Any fields presented as options for anything in the business process designer
- Refiling (with some refile-specific caveats)
- Document assembly
- Email assembly
- API write operations involving records
- Lists
- Job scheduler
- Taxonomy management
- Wiki pages
- Dashboards
- System admin functions referencing fields that are not directly attributed to summary or search, for example App level notifications or copy settings
- Summary form
- The profile "readonly" view, aka summary page
- View progress and view history
- Excel data export
- Calendar data
- Reports
- Search form
- Any information presented on the main search page. For example refiners, sorting and metadata display.
- The advanced search form presentation
- Field specific settings that aren't available under Advanced options - Search settings when editing an App
Additional Manual Locations