General

Forms are created in a similar was as Yonder documents in the admin console. The form field themself are added through a dedicated editor.

New and revised forms follow the Yonder standard workflows.

In order to create a form following prerequisites need to be met:

Prerequisite

• Roles: 
  • frm_admin (see here)
  • frm_edit
• Form Submission Type needs to be available
• Document type: yonder-standard-forms

Create a new form

In the admin console under Documents select ‘New Document’

1. Enter the Document title
2. Select the Document type ‘yonder-standard-forms’
3. Press Create

Add metadata

In the Metadata tab enter the required fields:

• Title: default ‘Document title’
• Revision: default ‘Baseline’
• Effective from: default <today>
• Effective to: default open
• Description: default <none>
• Owner: default creator of the form
• Submission Type: the default submission type will be is set depending on the content type (see here)
• Applied Document Tags: default <none>

Add / modify content

Click ‘Edit’ in the Content tab enter the required form fields.

Depending on the required fields, various parameters can be filled out. 

The preview allows to see the impact of your settings.

• add input fields by drag and drop

To preview the form click on the arrow back:

• form fields can be previewed 
  
• Click ‘Save’ and publish and approve the form:
   

Input fields

 Input fields are integrated as a component and are described in more detail here