Forms page lets you manage all your forms at one place. Once you add and upload the form, you can assign it to different groups and employees, edit and delete them.
How to reach the page?
Click on 'Company'
Click on 'Forms'
You will land on the Forms page
C. View a Form
E. Edit a Form
A. Forms Page Main View
Show status (Active/Inactive) will show you active or inactive forms respectively
You can click the ‘Refresh’ icon to refresh the Forms page
The search functionality will enable you to search for a specific form
Use the Preview button from the table to view the HTML form in a new tab on your browser
B. Add a new Form
To add a new form click on ‘Add new’ button from the main view page :
Enter the Form name
Set status Active or Inactive
Upload the HTML form in the upload form box
If you don't have a form ready with you, you can use our Form Builder. Click here for Allgeo Form Builder
Click on ‘Add’ to successfully add the form.
Note: We will validate if the ‘Form Name’ entered by you is unique or not. If the ‘Form Name’ already exists, you will see a message “Form Name already exists”.
C. View a Form
To view a Forms details :
Click on the 'View (eye)' icon next to the form from the main view page.
You can view the Form name, active status and the HTML form elements.
Click on 'Done' to go back to the Main view.
Note : You can edit and delete a form directly from the view pop-up.
D. Assign a Form
To assign a form to a group or All employees :
Select the form that you want to assign
Click on the 'Assign Forms' button
Select the Assign To option : Groups or All Employees
For Groups - Select checkboxes of the groups from the list that you want to assign the form
For All Employees - Use this option to assign the form to all the employees
Click on 'Assign' to successfully assign the form
E. Edit a Form
To edit a Form's details :
Click on the ‘Edit (pencil)’ icon on the sticky panel next to the form
You can edit the Form name and the Active Status of the form
To save the changes click on ‘Save’
When clicking on ‘Cancel’
If you have made edit(s) : You will see a pop up - “The changes are still unsaved. Are you sure you want to leave?
If you click on ‘Yes’, no changes will be saved
If you click on ‘Cancel’, you will remain on the Edit pop-up
F. Delete a Form
To delete a Form :
Click on the ‘Delete(bin)’ icon on the sticky panel next to the form.
You will see a pop up - “Are you sure you want to delete?"
Click on ‘Yes’ to delete.
Click on ‘Cancel’ to cancel
To bulk delete forms :
Select the checkboxes of the forms that you want to delete.
Click on ‘Bulk Delete’.
You will see a pop up “Are you sure you want to delete the selected records?”.
Click on ‘Yes’ to delete.
Click on ‘Cancel’ to go back to the main view.
If you have any other questions, please feel free to write to us at support@abaq.us