Creating a New Default Form

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You can choose to supply default forms to users. When new user accounts are created, these forms will automatically be added to their Private Forms folder on the dashboard. To do this, create a new form under the Private Forms tree in the Administration Console's Documents view.

 

To set up a new default form:

 

Document Icon
1.In the PerfectForms™ application, go to the form you want to use as a default form and click Migrate. Choose to export the form design and save it to your local drive. For more detailed instructions, see Migrating a Form and Exporting Form Data.
2.Go to the Administration Console and choose the Documents page.
3.Select Private Forms in the tree.
4.Click New.

Documents Page

5.Enter a Name in the form details area.
6.To activate the form, select the Active check box.
7.If the form is to be used as the sample form offered to users on the Getting Started screen, select the Use for Getting Started check box. The selected form will be shown to users who choose Edit a Sample Form on the Getting Started page of the PerfectForms™ application.

Note: If you fail to specify a form as Use for Getting Started, then your users will see an error message when they select the Edit a Sample Form option on the Getting Started page.

8.Click Apply.
9.Now import the form design by clicking the Import Form Design button.
10.On the Import dialog, click Browse and locate the .pf file on your local drive.
11.Click Next. An import success or fail message is displayed.
12.Click Done.

 

Updated: 06/12/2011  Page url: http://www.perfectforms.com/Documentation/manual/html/?fg_creating_a_new_default_form.htm
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