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The actions that XperienCentral users can perform in the Interactive Forms module are based on role permissions. Depending on what role a user is assigned, they can only perform actions on forms, form fragments, form logic providers (routers, validators and handlers) to which they have a permission. These permissions are granted to a user role in the Authorization dialog. An application manager can change the default permissions to grant more or fewer permission to a user role. The following table shows the default permissions for each Interactive Forms category for each user role.
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* Limited to the permission "Maintain Interactive Forms".
The category permissions shown in the table above are the XperienCentral default permissions. An application manager can of course choose to allow or disallow any permission at the category level or a specific permission or permissions within a category as they see fit depending on the circumstances of your deployment. If you are unsure whether you have a specific permission or would like to be granted a permission that you do not have, contact your application manager.
When you create a new variant, it inherits the permission of the original. You can override the permissions for variants on a case by case basis.
The following table summarizes the Interactive Forms permission categories:
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- Create forms.
- Edit forms.
- Delete forms.
- Create versions of forms.
- Copy forms.
- Move forms between category.
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- Maintain Interactive Forms.
- Maintain settings.
- Maintain variants.
- Maintain Interactive Forms workflow.
- Maintain imports.
- Maintain exports.
- Maintain categories.
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Forms and form sections created with Interactive Forms can be imported and exported. This makes it possible to quickly and easily move forms/for sections from one environment to another.
In this section
Exporting a Form/Form Section
Importing a Form/Form Section
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Exporting a Form/Form Section
To export a form/form section, follow these steps:
- Navigate to Import/Export > Export.
- From the "Available Content" drop-down list, select the type of content you want to export. All content that matches the type you select appear in the list of available content.
- Click each form(s) in the list you want to export. To select all items in the list, click the first and then hold down the <Shift> key and click the last item in the list. To select items individually, hold down the key and click the item(s).
- Once you have selected the items to export, click the » key. The items are added to the list.
- Click [Next]. A summary of the items you selected appears. The form sections contained in each form are also listed.
- Click the checkbox next to each form section you want to export to select it or click "Select all form sections" to select all the form sections.
- Click [Next]. The "Download the Export" dialog box appears.
- Click [Download].
- Follow the prompts from your browser to name the exported file (export.zip by default) and the location where it is saved.
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Importing a Form/Form Section
To import a form and/or form section, follow the steps below.
- Navigate to Import/Export > Import.
- Click [Browse] and navigate to the folder containing file containing the exported form(s).
- Select the export file and click [Open].
- Click [Analyze]. A summary of the forms/form sections found in the export file displays.
- Select the form/form section(s) from the list that you want to import and then click [Import].
- Select the form/form section(s) that you imported which you want to publish (set to an"Active" state).
Click [Publish form(section)].
Note If you import a form or form section that already exists, the current version will become "Inactive" and the imported version will become the "Active" version if you publish it.