Copy and edit Business Pack forms with the forms module

Before editing a form, create a copy and edit the copied version. This makes sure you always have the original to revert to if needed.

Copy a form

  1. Go to System Tools > Utilities > Apps > Other Forms.

  2. In the list of forms, select the green arrow beside the form to edit it and then choose Copy.

    A confirmation message displays.

  3. Select OK to clear the message. Go to the bottom of the screen to view the copied form.

Edit form properties

  1. Go to System Tools > Utilities > Apps > Other Forms.

  2. Select the name of the form to edit it.

    A screen displays showing the form properties.

  3. Complete or edit the properties as required, using this table as a guide:

    Field Description
    Owner If required, select the owner's name from the list.
    Name If required, enter a name for the form.
    Date From Enter or select the date you want to make the form available.
    Date To Enter or select the date to make the form no longer available.
    Notes Enter any notes about the form, for example, instructions on how to complete it. Use the HTML editor to format the text.
    Where Clause Allows you filter records using a specific criteria.
    Select the Where Clause Builder and choose the employees who need access to the form.
    Max. Records Enter a number in this field to restrict the number of times the form is used.
    Tab Set Right permissions control access to business pack forms by default for the Forms tab. To change this, select the tab name from the list.
    Request/Approval Select this to use the request and approval process on the form.
    Submission Select this to make the form submission only.
    Email
    Select to ensure the line manager receives a notification upon submission of a form.
    Submission Email
    If you have selected Submission and want to notify someone other than the line manager, enter their email address here.

     

    The line manager receives a notification if selecting Email and Submission .
    Full Screen
    Select if you want employees to access the form from their homepage and view it on a full-screen size.
    Anonymous
    Select if you want employees to complete the form anonymously.
    Active Select to make the form live.

  1. At the bottom of the screen, select Save.