This section displays basic form details, such as the form’s display name, a form code, and its organization.
Form Versions
This section lists all available versions of this form. The current version of the form, which is the version that will be rendered when users request the form (unless A/B testing is enabled), is identified by a check-mark.
You can perform the following actions from this section of the Dashboard:
Click a specific form version to see its configuration
Click Make Current to make this form version the current form version
Click Functions to list functions configured for this form version | 17.10
This feature was introduced in 17.10.
Note
The Functions link only appears when the Use Transact Functions checkbox is selected from the Build Options in Maestro. | 17.10
This feature was introduced in 17.10.
Click Services to list services associated with this form version.
Click Properties to list the properties configured for this form version.
Click Attachment to list the attachments and their rules configured for this form version.
Click Data Config to show data options configured for this form version. The options include form XML data, property prefill mapping, request parameter prefill mapping, and form data extract mapping.
Click Form Design to displays the form design and build audit details.
Click Update Design from Maestro to update the selected form version based on any changes made to the original form version in Maestro. Only the same user who updated the selected form version last time can use this button to update the form. All other users will see this error message: Could not load latest published Maestro Form Design Version - error: 401:Unauthorized. If there have been no changes to the form, the following message is displayed: No Maestro Form Design changes to update.
Note
This icon only appears if the form has been designed in Maestro.
Note
In Manager 5.1, this icon was
Click Open Form Design to open the related form version in Maestro. This icon only appears if the form was designed in Maestro. | 17.10
This feature was introduced in 17.10.
Click From Test Render to render this form version in the default form space.
Click New Form Version to create a new version of this form.
Click Export Current Form Version to export the current form version (version 3 in this case) on your local PC.
Form Spaces
This section lists form spaces where the form is hosted on and authentication mode, Anon. or Auth., users are required to access the form. If the form is configured with the Auth. mode only, users will need to log in first to access the form.
You can perform the following actions from this section of the Dashboard:
Click Direct to access a form via the selected Form Space's URL. You should use this URL to open a form from your website.
Click Friendly to open a form’s landing page using a user-friendly URL format. You can use this functionality to test the form.
Click Landingto open a form’s landing page. This is the page where users can log in. | 22.04
This feature was removed in 22.04
Click Form to open a form page in the selected form space where it will be rendered