Form Management

5 minute read Last updated on October 16, 2024

Dispatcher Stratus includes Forms, which can be used in a form to achieve a variety of outcomes. Tenant Admins have the ability to create, edit, share, and delete forms.

Form Management Home Page

To access the Form Management page, do the following:

On the left side, select the Forms tab. This will bring you to the Form Management home page.

At the top of the screen are three buttons: Add New Form, Import Forms, and Create Form Group and a Search bar.

Creating a New Form

To create a new form, click the Add New Form button near the top of the page. This will open the Form Builder.

Importing Forms

To import one or more forms from a file directory, click the Import Forms button. This will open a Windows style file browser you can use to find the .zip file containing the form or forms you would like to import.

Notes:

By default, downloaded forms import into “All Forms (Not Grouped)” group.
If an imported form already exists in the “All Forms (Not Grouped)” group, the form name will be appended with “Copy” (similar to Windows naming conventions). If a form already exists with “Copy” in the name, the form name will be appended with a unique number (e.g. “Copy (2)”).

Form Groups

Tenant Admins can arrange forms into form groups to make form management easier. Form groups can contain any number of forms.

Note: Forms can belong to only one group at a time.

Create a Form Group

Tenant admins can create form groups for easy viewing and categorization.

To create a new form group, do the following:

Click on the Create form group button at the top of the Form Management home page.
Enter a name for the form group, then click OK.

Adding Forms to a Form Group

To add a form to a form group, do the following:

Click in the checkbox on the left side of each form you wish to add to a specific group. This automatically opens a menu on the right with actions. Click Move to Form Group.
This will open a window that allows you to select which group to add the selected forms to, as in the following illustration:

Note: This process can also be used to remove a form from a form group. In the drop-down menu, select All Forms (Not Grouped).

Edit a Form Group

Form groups can be edited in several different ways.

Sort Forms Within a Group

Tenant Admins can adjust the view of their form groups in several ways. The default organization is alphanumerically by Form Name. To change the order, do the following:

Click the arrow next to the column you would like to sort by.
To sort in the reverse order, click the arrow again.

Edit the Form Group Name

To edit the form group Name, do the following:

Click in the form group Name area.
Type the new form group Name.
Press the Enter/Return key; the name will be saved automatically.

Delete a Form Group

To delete a form group, do the following:

In the top menu bar of the group you wish to delete, click the Trash Can button next to the Group Name.
This will open a small window asking you to confirm your action. To continue deleting the group, click the Yes button.

Search

In the upper-right hand corner is a search field that allows you to filter forms. To use the Search Forms feature, do the following:

Click within the Search Forms field.
Enter your search criteria. The results are updated immediately based on the entered criteria.

Note: The Search Forms feature searches the following fields: Name and Creation Date.

Forms List

Below the row of buttons at the top of the page is a list of available forms. Forms are organized in user-defined groups. Newly created forms will be placed in a default group titled “All Forms - Not Grouped.”

Individual forms within the list are displayed with relevant information, as well as available actions. Information includes:

Name - The friendly name given to the form.
Creation Date - The date the form was originally created on. Note that by default, this date is displayed as Month-DD-YYYY.
Creator - The user who originally created the form.
Last Edited - The most recent date that the form’s state was updated. This includes creation, edits, publishing/unpublishing, etc.
Status - The status column displays the form’s current state: published, unpublished, or draft.

Actions you can perform on the forms include:

Icon	Name	Description
/	Publish/Unpublish	Publish a form to allow it to be viewable and selectable in the Form Selector node
	Export	Downloads a copy of the form as a .zip file. This can be imported using the Import Forms button, described above.
	Clone	Creates a duplicate of the form in the same form group
	Edit	Modify the selected form
	Delete	Delete the selected form

Important!

When duplicating or importing a form, you must ensure that each metadata key within all the forms is unique. If there are two or more identical metadata keys used within a workflow, each will override the previous one; only the last value will be saved.
When you unpublish a form, it will still be available in existing Jobs. If a user attempts to access or submit a form via an External Form or Internal Form while a form is unpublished, the user will be notified that the form is no longer available.

Selecting Multiple Forms

To select more than one form, click in the checkbox on the left-hand side of a form.

Selecting one or more forms brings up a context menu on the right-hand side of that form group.