Page Comparison

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1. Select the form/form section from the "Forms" or "Form Sections" tree.
2. Click the "Version x of y" link above the "Properties" pane.
3. In the summary, click the name of the form version you want to switch to. The form/form section version you selected now displays.
4. To make this version of the form the active version, select "Active" from the "State" drop-down list.
5. Click [Apply]. In the form versions summary, the version you selected is now in the "Active" state and the previously active version of the form is automatically set to "Inactive" because only one version of a form can be active at a time.

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deleting_a_form_version deleting_a_form_version

Deleting a Form/Form Section Version

To delete a version of a form or form section, follow the steps below. Note: To delete a form/form section and all its versions in one operation, see the section Deleting a Form.

1. Select the form/form section from the "Forms" or "Form Sections" tree.
2. Click the "Version x of y" link above the "Properties" pane.

3. Click the checkbox next to the version or versions of the form you want to delete.

   Note:

   
   
   

   Note
   You cannot select the currently active version of a form.

   
   
   

4. Click [Delete]. The version is deleted.
5. To select all versions (except the active one), click the checkbox next to "Name". This selects all versions except the currently active one.
6. Click [Delete].

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Just as with pages and page sections, you can maintain forms/form sections in more than one language. This makes it possible to quickly and easily create a form/form section and then present it in multiple languages. When you create a form, you must select a language for the form. For each of the supported languages, the form also exists, however, when you first switch to a different language version of a form, the form elements have blank labels as does the form itself. Unlike pages and page sections, different language versions of a form always have the exact same form element structure and content. The only difference between language versions of a form are the language labels that appear above each form element. For example:

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All language versions of a form share the same state. It is not possible, for example, to assign the state of "Active" to one language version of a form and "Inactive" to another. There are two ways to manage the labels for language versions of a form: In the form itself and using Language Labels. Both methods are described below.

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Managing Labels using Language Labels

Another method of for managing form element labels for a language version is in the Language Labels dialog box. The advantage to this approach is that you can more quickly add/modify language labels for a form language version as well as for multiple versions of the form in the same language. In addition to the titles of the form elements, you can also quickly and easily manage the "Help Text" and "Extra Text".

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1. Select the form that you want to duplicate from the "Forms" tree.
2. Navigate to Forms > Duplicate. The form is duplicated. By default the name is "Duplicate of <form name>.

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deleting_a_form deleting_a_form

Deleting a Form

To delete a form, follow the steps below. Note: Following the steps below results in the deletion of a form and all its versions (if there are any). If you want to just delete a version of a form, see the section Deleting a form versionForm Version.

1. Select the form you want to delete from the "Forms" tree.
2. Navigate to Forms > Delete.
3. Click [OK] at the prompt to confirm the operation.

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To preview how a form will appear to a website visitor with your design template, follow the steps below. Note:

1. Select the form you want to preview from the "Forms" tree.
2. Navigate to Forms > Preview. A lightbox will appear with the name of the form.
3. Click the link for the form. The form as it will appear in your design template for visitors of your website will be shown.

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Form overviews show a summary of the handlers and routers in the steps of a form. The summary that appears in the overview is identical to the handler/router summary that appears in the "Step Property" pane. Note:

To see the overview of a form, follow these steps:

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1. In the Interactive Forms module, navigate to Maintain > Workflow.
2. In the "Select Workflow Repository Model" section, select the default workflow model for interactive forms/form sections.
3. Click [Apply].

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adding_roles_to_activities adding_roles_to_activities

Adding Roles to Activities

Each activity that a user can perform in the Interactive Forms component has one or more default roles assigned to it. You can add a role to an activity in order to expand the class of users that may perform a specific task. The following are the three activities to which you can assign roles:

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1. Navigate to Maintain > Categories.
2. In the "Workflow" section, select "Define custom workflow".
3. Select the workflow repository model on which to base the custom workflow from the "Based on workflow repository model" drop-down list.
4. Follow the steps in the section Adding Roles to Activities for complete information about assigning roles to activities for the customized workflow for the category.
5. Click [Apply].

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