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  • Forms: Create robust, web based, data capture applications using Forms.  Forms are the building blocks for any GlobalForms deployment.  Using a drag and drop interface, you can easily create forms to capture data for virtually any application.  The Forms panel lists any Forms currently available in your installation.



  • Resources: These are reusable form components that can be shared across Forms.  Resources are created just like forms, using the same components, but can be leveraged as reusable obejcts within a form.  Create resources to represent commonly used objects in your form based applications like vendors, employees, or customers.  The data from a resource can be leveraged across a variety of forms within an organization, and a selected resource's data can be mapped to resulting PDF's as needed.



  • For both forms an resources:

    • Click the Edit button the make modifications to existing Forms.

    • Click View to open new tab, with the Form in the viewer interface.  Copy the link from the View button to share your form with other users.

    • Click Export next to the Form or Resource name to download a version of the form that can be transported to another GlobalForms installation.  Note that if you export a Form that contains a resource, the export file will package everything needed to recreate the form in another installation.  Export is a quick and easy way to make point in time backups of any form.  It is advisable to take a backup of a production form before making any changes so you can easily roll back any changes if necessary.

  • From the GlobalForms title bar:



    • Click Home to go back to the Admin home page from any form.

    • Click Export All to export all Froms and Resources in the system.

    • Click import to import any exported Form, Resource, or collection of Forms and Resources.

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