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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:
Creating a New Step
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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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:
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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- Click the date picker icon next to the "Publication Date" field:
- Select the day and month when the form/form section will be published.
- Highlight the time of day in the "Time" field and enter a new time. For example:
- Click [Apply].
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- Click the date picker icon next to the "Expiration Date" field:
- Select the day and month when the form/form section will expire.
- Enter the time of day that the form/form section will expire.
- Click [Apply].
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- In the middle column of an activity section, expand the drop-down list and select the role you want to add to the activity. For example:
- Click [Apply]. The role is assigned to the activity. For example:
Deleting a Role from an Activity
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- In the "Delete" column of an activity section, select the role that you want to delete. For example:
- Click [Apply]. The role is deleted from the activity.
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A form section is a sub-form that you can reuse in two or more forms. This is especially useful when you have two or more forms that share identical sets of form elements (sections) — You only have to create the section once and then you can reuse it in multiple forms.
Form sections contain only one step. Just like forms, form sections can have validations, handlers, routers, conditions, and so forth.
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