Manage a Form

This page outlines how to manage Factorial Forms on the ProcessFactorial Portal Forms can be created and modified from the form management page as well as the overview page for an individual form.

To get started, navigate to the Forms tab within an NPO Project

The top-right buttons panel provides access to below detailed functionalities.

Add a New Factorial Form to an NPO Project

The below steps outline how to create a new Form.

1. Click on the + New button to start creating a new Form. A drawer panel slides out that allows the user to enter Form details.

1. Fill in the details outlined in the table below

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Field	Description
Name	(Required) A suitable name for the form
Description	(Required) A succinct description for the form
Root Business Object	(Required) The Business Object that stores the data associated with the form
Anonymous toggle switch	Enable to flag the form as [[Anonymous]]
Store logged in user info to	The attribute of the Root Business Object to which the user info has to be stored, If the form is not an Anonymous form.
Delete Draft After Submission toggle switch	Enable to Delete the Draft Version of the Form after it has been submitted.

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1. Click Save & Close to save the Form. The new form will now be visible in the form management page.

Edit a Form

The details of an existing form can be edited as follows.

1. Click on the radio button next to an existing Form to select the form. This activates the Edit, Test and Delete buttons in the top-right panel.

1. Click on the Edit button. This opens the drawer panel where the form details can be edited.

1. Make changes to the fields outlined in the Field details table as needed.
2. Additionally, [[Header Fields]] can also be added by clicking on the +Add button adjacent to Header Fields.
3. Click on Save & Close to save the changes or click Cancel to discard changes and exit the panel.

Test a Form

To test a form, select it by clicking the radio button next to it, then click the Test button to open and interact with the form on a new page.

Delete a Form

An existing Form can be deleted as follows

1. Select the form and click on the Delete Button.
2. This opens up a dialog box seeking confirmation

1. Enter the name of the Form in the text box and click on the Delete button to delete the form. Alternatively, click on the Cancel button to exit the dialog box without deleting the form.

Click in the ... button to expand more options that are detailed below

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Conditions

Clicking on Conditions button opens up a new page that allows the user to configure display rules for the form. Further details are provided in the Manage Conditional Rules wiki.

Linked Relationships

Linked Relationships

Publish a Form

Below steps outline how a form is published.

1. Click on the Publish Form button to start off with publishing the form.
2. In the drawer panel that opens up, the Form Name and Version fields will be auto-populated with the respective details.
3. Provide any suitable comments and click on the Save & Close button to publish the form, else click on the Cancel button to exit the panel and abort the publish.
4. Once published, the respective version of the form will be listed along with all other published versions in the publish history of the form.

Publish History

Clicking on Publish History takes the user to all of the published version of the form, as displayed in the screenshot below.

In the publish history page, one has the option to select any version of the form and further deploy the form or link the form to a host.

Deploy a Form

Once a form has been published it can be deployed to an environment by clicking on the Deploy button.

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1. In the drawer panel that opens up, fill in the details for the following fields.

Field	Description
Form Name	The name of the form. This will be auto-filled.
Version	Choose the published version version from the dropdown. Note: If deploying from [Publish History](#^9c5ec0) by selecting a published version first, this will be auto-filled.
Environment	Choose the environment to deploy the form to.
Comment	Optionally, provide any appropriate comments.
Skip Refresh Reference Data	Check this box to skip refreshing the reference data.
2. Click on the Save & Close button to deploy the form, else, click Cancel to abort.
3. The deployed version of the form will now be listed in the deployment history of the form.
## Deployment History

Clicking on Deployment History takes the user to the list of all deployed versions of the form.

Link to Host

Click on the Link to Host button to expose the Form to your website. More details on the same can be found in Expose your Journey

Documentation

On-the-fly documentation for a form can be generated by clicking on the Documentation button. More details on the same can be found on [[Generate Documentation]]

Clone

A copy of an existing form can be created as follows.

1. In the more options menu, click on the Clone button.
2. This opens a dialog box with a Clone Display Rules toggle button, which, as the name suggest clones the display rules associated with the form as well, if enabled. Disable the button if the display rules needn't be cloned.

1. Click on the Clone button in the dialog box, to create a clone of the form.
2. The cloned form will be visible in the form management page now.