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In the Interactive Forms dialog, interactive forms appear in the left-most column. Forms can be arranged in categories in order to make it easier to find and manage them, especially when your project contains a wide variety and/or large number of forms.
To open a form for editing, click it in the list. For example:
The form is opened in the right pane and is ready to be modified. As is the case with pages and page sections, only one user is allowed to have write access to an interactive form at the same time. To avoid conflicts between users, XperienCentral makes use of form locking. Whenever a user is busy modifying an interactive form or form section, all other users will see a visual indication that the form/form section is locked. When a form/form section is locked, its icon has a padlock attached to it. For example:
In the image above, the form "Change Password" is being modified by another and is locked. If you click a form/form section that is locked, you will see the following message:
If you click [Preview], you can view the form/form section in read-only mode.
If the icon for a form is red, that means that you do not have permission to edit that form due to the workflow assigned to your role. For example:
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Managing Steps
This section describes how to manage steps. For complete information on step properties (handlers, routers, etc.) see Form Step Properties. Steps in a form flow from the first to the last in the order they are arranged from left to right. For example:
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To create a new step, click the plus button (+) above the step pane. A new, empty step will be created. By default the name of the new step is "Step x" where x is one value higher than the current number of steps in the form. For example, if there are four steps, the name of the new step will be "Step 5". The new step is placed after the last step in the form in the far right position. For example.
Navigating Between Steps
To scroll between steps, click the left or right arrow above the step pane. Click on the tab of a step to set focus on that step. To select a step to navigate to from a list, click the step drop-down button above the step pane and select the step you want to jump to from the drop-down list.
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- Click the step drop-down button above the step pane.
- In the drop-down list, click the step that you want to move with the left mouse button and keep the left mouse button depressed . Note: – Click on the name of the step.
- Drag the step to its new location.
- Release the left mouse button. Click the step drop-down button. The step is moved to its new location.
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As with content items, forms and form sections created with Interactive Forms have a specific workflow state that determines whether they can appear on the frontend front-end of your website. A form and form section can have one of the following three states:
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| State | Description |
|---|---|
| Active | The form is in a published state and will appear on the frontend front-end of your website if placed in a Form element on a content item. Change the state of a form to "Active" in order to publish it. |
| Inactive | The form is not published or has been un-published unpublished and cannot appear on the frontend front-end of your website. Use this state for unpublished forms that are not in development. |
| Development | The form is currently under development and cannot appear on the frontend front-end of your website. |
The state of a form can be visually determined by the text that is used to render it in the "Forms" tree. The name of a form in the "Active" state appears as normal text. The name of a form in the "Inactive" or "Development" state appear in italic text. To change a form's workflow state, follow these steps:
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