| # | Section | Description |
|---|---|---|
| 1 | Form Name | (Mandatory) Enter the name of the form. |
| Icon | A drop-down window of preconfigured icons. Enables to add an icon to the form. | |
| 2 | Permissions and Assignees | This section enables to define specific operational permissions to specific user roles. |
| 3 | Configuration tabs | Each form has multiple configuration tabs: |
| Details – general form settings and preview. | ||
| Statuses - (Available only if “Managed By Status” checkbox is checked) – Status configuration screen. | ||
| Approval Settings – approval configuration screen. | ||
| Triggers – specific triggers configuration screen. | ||
| 4 | Form preview | Displays a preview of the form. |
| 5 | Save | Save button. This button bust be clicked to save the configuration of the form. |
| 6 | Advanced settings | This section enables to configure the form’s behavior in Next Plus. |
| 7 | Fields Order | Management pane for the fields that are configured in the form. Enables to add, remove, and reorder the fields in the form. |
This checkbox enables to add Status features to the form.
Assign the form to a specific user. This field enables to configure a default assignee for the form. If an assignee is configured, each time this type of form is created, a notification will be sent to the default assignee.
Enables to set a certificate for the users that can only VIEW the form.
Enables to set a certificate for the users that can CREATE and FILL the form.