Knowledge: Which form do I need to edit? Advanced forms mode
Back
    Title*Which form do I need to edit? Advanced forms mode
    ManualAdministration
    Manual Level TwoData Rooms
    Manual Level ThreeForms Design
    Created18/03/2025
    Detail

    If 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
    Privacy Policy
    Cookies help us to improve your user experience. By using this site you consent to cookies being stored on your device. Read more...
    View or hide all system messages