USER DEFINED FORM LIST

Minimize

 

This section allows you to manage a customized form that could suit your organization’s needs.

To add User Defined Forms
  1. On the Administration menu,select Manage User-Defined Forms.
    The User-Defined Forms page displays.

  2. To add new user-defined form:
    An Add New Form dropdown box displays on top of the page. Click the arrow and select which form type would you like to add a user-defined form to. Either it is for the Online Registration page or for your organization's system.
    The Add User-Defined Form page displays.


    To edit an existing form:
    Click the Edit button next to the form you want to edit.
    The Edit User-Defined Form page displays.

  3. In the About section, you will see the ID number, Active checkbox and the dates the form was created and modified.

  4. Select the Active checkbox to make this form active and use it or clear the checkbox to make it inactive and use the default ProClass form.

  5. In the General Info section, you will see the application, form type, data entity type, the page name and page title where the form can be viewed.

  6. Click the Page Name textbox to add or edit the page name for this form and click the Page Title textbox to add or edit the title of the page where the form can be viewed.

  7. Click the Save button on top of the page to save the changes you have made.

  8. Click the tabs at the bottom of the page to add additional information:
        a. Page Text tab allows you to add or edit the text that can be seen on top and at the bottom of the page where the form is.
        a. Sections tab allows you to add or edit a form section.

NOTE: After creating a user-defined form for all the form types, the Add New Form dropdown box from the User-Defined Forms page disappears.

To delete User Defined Forms
  1. On the Administration menu,select Manage User-Defined Forms.
    The User-Defined Forms page displays.

  2. Click the Edit button next to the form you want to delete. The Edit User-Defined Form page displays.

  3. Click the Delete button at the top of the page.

  4. Click Yes to confirm the deletion.