Active check box

Forms Dashboard > Edit Forms > Form details

The form owner can inactivate the form entirely by unchecking the Active box. This will prevent anyone from accessing both the form design and form instances, without the dangers of deleting a form and its instances all together.

Attention Needed node

Notifications Dashboard

Displays notifications to the user of their form instances that require attention.

Connection Type

Connections Dashboard

Each connection type displays a list in the tree of any defined connections of that type.

Contacts

Settings Dashboard > Account Settings tree > User details

Enter contact information for users associated with this account (i.e. e-mail address).

Data History button

Forms Dashboard > Edit Forms > Form instance details

The Data History button displays an audit record containing data snapshots at the point of each data submission for the form. See Accessing the Data History of a Form Instance.

Delete button

Forms Dashboard > Edit Forms > Form details

This will present you with the option to delete the form in its entirety, delete only the previous versions of the form (while keeping the current version) or delete all draft instances of the form.

Design button

Forms Dashboard > Edit Forms > Form details

Click the Design button to edit the form in the Form Designer.

Details button

Forms Dashboard > Edit Forms > Open/Closed instance details

Click the Details button to view the form instance details (notifications, submission dates, stages and more) for the form instance selected in the list.

Edit Recent list (Forms)

Forms Dashboard > Edit Forms > Overview

Click on a form in the recently edited list to view the details for that form.

Edit Recent list (Reports)

Reports Dashboard > Edit Reports > Overview

Click on a report in the recently edited list to view the details for that report.

Edit Reports node

Reports Dashboard > Edit Reports tree

Displays all reports available for editing according to the user's permissions.

Form Instances list

Forms Dashboard > Edit Forms > Overview

Displays a complete list of form instances that exist for your forms. To filter based only on one specific form, choose a form from the drop-down.

Form Instances list

Forms Dashboard > Edit Forms > Form details

Provides access to form instances for that form. This is only available to the form owner.

Form Instances node

Forms Dashboard > Edit Forms tree

Displays in the tree view all form instances that the user is involved in.

Import button (Forms)

Forms Dashboard

To import a PerfectForms™ form (.PF), click the Import button under the Forms Dashboard. Locate the .PF file on your PC. This will then be uploaded and added into your Private Forms folder. You can upload forms that have been exported from another account or downloaded from the PerfectForms™ Web site.

Import button (Reports)

Reports Dashboard

To import a PerfectForms™ report (.PF), click the Import button under the Reports Dashboard. Locate the .PF file on your PC. This will then be uploaded and added into your Private Reports folder. You can upload reports that have been exported from another account or downloaded from the PerfectForms™ Web site.

Import button (Connection)

Connections Dashboard

You can migrate connections and their associated connection actions. If a form contains lookups or other functionality and you want to import/export it, you will need to import/export the connection that form uses as well. To learn about connections and integration, see the Migrating and Importing a Connection topic.

Latest Version and Published Version  

Forms Dashboard > Edit Forms > Form details

Even after publishing a form you will often find that you need to make changes to the form to accommodate changes to your business process or data collection requirements. Once a form is deployed and you have started to fill in forms, you still have the ability to make changes to the form without invalidating previously completed form instances.

For a complete explanation of version control options, see Publishing and Deploying Your Form.

License

Settings Dashboard > Account Settings tree

Edit user licenses in the detail area. For more information, see Administering Users, Groups and Positions.

Link button

Forms Dashboard > Edit Forms > Form details

This provides URL and HTML links to a published form. For a complete explanation of the Link button options, see Publishing and Deploying Your Form.

Map Versions

Forms Dashboard > Edit Forms > Open/Closed instance details

Click this button to point form instances created under one published version of a form to another version. For more information, see Mapping Form Instances to Another Version of the Form.

Migrate button

Forms Dashboard > Edit Forms > Form details

Forms Dashboard > Edit Forms > Form details > Data History

Connections Dashabord > Connection details

This will load a dialog that allows you to import a form file (.PF), export your form design or export form data to a local file. See Exporting Forms and Form Data.

For connections, the Migrate button can import or export connection settings and its associated connection actions. For more information, see Migrating and Importing a Connection.

For Data History, the Migrate button allows you to save the data history in CSV or XML format locally.

Name

Forms Dashboard > Edit Forms > Form details

The name of the form as shown in the tree in the left panel and elsewhere. It can be changed here as well as in the Form Designer. It must be unique within all forms owned by that user but it can have the same name as a form created by another user.

New button (Connections)

Connections Dashboard

Click this button and a drop-down menu will display showing the various connection types to choose from. Choose the connection type you want to create. See Administering Connections and Integration.

New button (Forms)

Forms Dashboard

In the Forms Dashboard, clicking the New button displays a drop-down menu  that shows form-related actions including New Form and New Folder. Selecting New > Form will launch a new blank form in the Form Designer. Selecting New > Folder creates a new folder in the selected node of the Forms tree.

New button (Reports)

Reports Dashboard

In the Reports Dashboard, clicking the New button displays a drop-down menu that shows report-related actions including New Report and New Folder. Selecting New > Report will launch a new blank report in the Report Designer. Selecting New > Folder creates a new folder in the selected node of the Reports tree.

New button (Settings)

Settings Dashboard

Click this button and a drop-down menu displays showing the various account-related actions from which you can choose. Here you can create a new User, User-Group, Position, List or E-mail Server. See the Settings Dashboard topic for additional detail.

New Instance button

Forms Dashboard > Edit Forms > Form details

This will create a new (and real) form instance of the form. The button will only be enabled once the form has been published.

No Attention Needed node

Notifications Dashboard

Displays notifications to the user of their form instances that require no attention.

Notifications Needing Your Attention

Notifications Dashboard

Overview of notifications on form instances requiring attention. Click an item to view the notification details.

Permissions section

Forms Dashboard > Edit Forms > Form details

Allows the owner to specify who is able to create new form instances. If it is a shared form, it also allows further permissions (editing, reporting etc.) to be set.

For a complete explanation of permissions options, go to Granting Form Permissions.

Personal Details

Settings Dashboard > Personal Settings tree

Click this option to view and edit your account details. See Creating and Managing an Account.

Positions node

Settings Dashboard > Account Settings Tree > Users tree

Contains a list of positions created and managed by this account.

Private Forms node

Shared Forms node

Forms Dashboard > Edit Forms tree

When you create a new form, it is only visible and editable by the user who created it. However, you can share the form by selecting it from the tree or the recently edited list and then clicking the Share button at the bottom of the Form Details area.

Once a form is shared, it will be moved from the Private Forms top level node of the tree to the Shared Forms top level node. Within the Shared Forms node are the names of any users who have shared forms. A shared form will be moved into the tree node with the name of its creator. A shared form can be returned to the Private Forms node by clicking the Unshare button.

Publish button

Forms Dashboard Edit Forms > Form details

This publishes a production version of the form. Once the form has been published, it can be deployed and accessed by respondents.

Search field

Forms Dashboard

Enter search criteria to find a specific form instance. Use this search if you want to locate a specific form instance by its form instance name.

Wildcards
You can use an asterisk (*) to perform a wildcard search. Searching is not case sensitive. You should note that if you do not use a wildcard, PerfectForms™ will automatically append one when searching.
 
• * Looks for any number of characters from that point onwards (Do*) or before that point ( *Doe).
• ? Performs a single character placeholder match (J?hn Doe).

Search Notifications shortcut

Notifications Dashboard

If you need to search for notification titles, then in the details area, enter the title of the notification in the Search field and click the Search button. This will then display the Search Notifications area where you can filter or change your search criteria and/or results. If you want to locate a specific form instance by its form instance name rather than the notification title then you should go to the Forms Dashboard (see the Forms Dashboard topic) and view it from there.

Settings

Settings Dashboard > Account Settings tree

Edit the account settings in the detail area. For more information on administering account settings see the Administering Account Settings topic.

Share/Unshare button

Forms Dashboard > Edit Forms > Form details

Toggles a form between Shared and Private permission settings. Once a form is shared, it will be moved from the Private Forms top level node of the tree to the Shared Forms top level node. Within the Shared Forms node are the names of any users who have shared forms. A shared form will be moved into the tree node with the name of its creator. A shared form can be returned to the Private Forms node by clicking the Unshare button.

Store Data History check box

Edit Forms > Form details

For applications where someone may need to audit the form instance data for all changes made to each individual form instance, the Store Data History option manages an audit trail that records a data snapshot at the point of each data submission. If checked, all changes to all form instances will be recorded for audit purposes.

For a complete explanation of Store Data History options, go to the Editing Form Properties on the Dashboard topics.

Upgrade button

Dashboard toolbar

Click this button to go to the of the PerfectForms™ Web page that allows you to purchase an upgrade to your On-Demand account.

User-Groups node

Settings Dashboard > Account Settings tree > Users tree

Contains a list of user-groups created and managed by this account.

Users node

Settings Dashboard > Account Settings tree > Users tree

Contains a list of user accounts managed by this account.

Version Section

Forms Dashboard > Edit Forms > Form details

To revert to a previous version of the form, select the desired version (Latest, Published or Draft) from the Version section.

For a detailed explanation of version control options, see Working with Versions.

View button

Forms Dashboard > Edit Forms > Open/Closed Instance details and Form Instance details

Click the View button to see the actual form instance.

View Recent Reports section

Reports Dashboard

Click on a report name in the list to run and view the report.

View Reports node

Reports Dashboard > View Reports tree

Displays all reports available for viewing according to the user's permissions.