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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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