Once the form is in use, the various instances of the form can be seen on user Dashboards. For the purpose of differentiating between form instances, it is often helpful to set the form up to generate a form instance name using data from that instance. This ensures that users are not presented with a list of instances which cannot be easily identified.

The instance name is set in Form Properties and can be fixed text, the value of a single field, value of a special form property or a combination using the Formula Editor. The most likely options will be the value of a single field or a combination.

To set the form instance name as a product of form fields:

1. With a form loaded in the Form Designer, click the Toolbox button. 2. To view the form properties, either click the navigation arrows in the Properties bar or click on the form background (area surrounding the page in the layout area). 3. Expand the Main section. 4. In the Instance Name properties, select either Value of a Field (if a single field contains the Instance Name) or go to the next step to combine fields using the Formula Editor. 5. To set the instance name as a combination of field contents, select the Formula option and click Compose. The Formula Editor is displayed. 6. With the first line <empty> highlighted, select Field on the right and then click Select. 7. Under Select a Field, expand Page 1, select the first object field in the expression (e.g. First Name) and click OK. 8. In the Formula Editor, click Add Line. 9. In the Text or Number field at the top right, add a space character by pressing the spacebar key. 10. Click Add Line again. 11. Now select Field again and select the second object field in the expression (e.g. Last Name). 12. Click OK to close the Formula Editor.

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