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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.

  • GlobalForms is a browser-based application that works on all modern browsers.

  • The features that you see will depend upon your GlobalForms license and the permissions granted to you by your GlobalForms administrator.

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.

The GF interface will appear.



  1. Access GlobalForms via...add info Open the Batch Manager and in the Batch Actions menu, click GlobalForms.
    Demo Man Spec Doc: A validation check is run on confirm that you are a Square 9 User and that a GlobalForms User exists. The GlobalForms menu item will only work if the documents have been imported from GlobalForms.
      • If the user is a Square 9 User and a GlobalForms User exists, the user will be automatically logged into and forwarded to the document within GlobalForms.
      • If the user is a Square 9 User but not a GlobalForms User, a modal appears prompting the user for a password to create their GlobalForms User.
        Create GlobalForms User dialog.
      • If the user is NOT a Square 9 User, they will be forwarded to the document within GlobalForms where they will be prompted for a GlobalForms username and password.

  2. In the GlobalForms login screen that appears, enter your user name and password. When you log in, the GlobalForms home page will appear.
    Demo Man Spec Doc:     Once the user enters the password, the GlobalForms User will be created and forwarded to the GlobalForms submission. The user will be able to read/write to the document, depending on the securities set within the Validate Node.

    (This depends on if GlobalForms resubmission is present in the Workflow. Once the document has been processed, it cannot be modified in GlobalForms. If not, when the user saves the changes in GlobalForms. If resubmission is not defined in the Workflow, users will not be able to modify the document through the GlobalCapture Batch Manager either.)




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