Learn how to access GlobalForms, the web-based forms application from Square 9 Softworks, and some key concepts for using it. After getting started with GlobalCapture v10, please refer to the Administrator and User guides for further information.

Misc GF info:

form.io:

"a drag-and-drop form builder interface" to "create the Forms and Resources for your application." using the "form builder." "Our form builder, however, is very special where instead of building an HTML form, it instead generates a JSON schema representation of the form or resource." "The creation of these forms generates a JSON schema that is used to both dynamically render the forms within the Serverless application, but also automatically generate the corresponding API to receive the data when that form is submitted." API connects to SQL Server, among other apps.

Uses "Resources" and "Forms." Resource are "structured" data objects. (Resource Forms: HR Admin, Employee, Event). Forms are "unstructured" data that is used to supplement a Resource. (Forms: W4, Employee Onboarding, Even Registration). "Technically Resources and Forms are the same thing. The simplicity and power of the Form.io platform treats them both the same from an API perspective, but they were separated to assist the developer to keep track of them as separate entities since they are used differently within the Data Management applications."

"Form Actions" "Once a form is submitted by the user, the data is sent to the API server where it is then processed through Actions." (Save Submission, Login, send Email are Actions.)

There are Roles and Permissions.

Before You Begin

Before you start, here are a few helpful thing to know.

...

Access GlobalForms

After install, will see a GF shortcut on your desktop. D-click to open GlobalForms in your web browser.

In the Admin Login screen that appears, enter the username and password entered during installation.

Image Removed

The GF interface will appear.

Image Removed

...

The GlobalForms Designer is where the administrator logs in and manages forms and related components.  Access the designer by using any modern browser from the GlobalForms Server via the default URL - http://yourservername:3001

When you connect to the designer site, you will be prompted to login with the administrator username and password created at install time.

Image Added

Enter your username and password and click Submit to login to the designer.  Once logged in, you will be presented with the Designer's home page, which offers the following options:

• 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.
  
  Image Added
  
  
• 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.
  
  Image Added
  
  
• 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:
  
  Image Added
  
  
  • Click Home to go back to the Admin home page from any form.
    
    
  • Click Export All to export all Forms and Resources in the system.
    
    
  • Click import to import any exported Form, Resource, or collection of Forms and Resources.