View Forms
Journey Manager (JM) The transaction engine for the platform. | Platform Developer | 23.10This feature was updated in 23.10
Manager allows you to view all available forms, so you can easily find, manage, and update them.
To view all forms, select Forms > Forms.
Forms are shown page by page, with the maximum number of records per page configured in the users preferences.
The organization list displays the following details:
- Form Name - a form display name, which must be unique within a specific organization for a standard form and across all organizations for a Global Form. This name is used in the long form URL - Form Friendly URL.
- Organization - an organization a form is assigned to. It could be empty for a global form.
- Global - a status showing with a red dot whether a form is global or not. | 23.10 This feature was introduced in 23.10
- Form Code - an alphanumeric string uniquely identifying a form across all organizations.
- Current Version - a version of a form set as a default.
- Form Type - a type of a form, which can be one of the following:
- Composer SmartForm
- Maestro Form
- JS App - refers to an Open UX form
- Dynamic PDF Form
- Static PDF Form
- Other Document
- Release - a release of a form editor that was used to build a form.
- Status - a status of a form, which can be one of the following: | 21.11 This feature was introduced in 21.11.
- Active Non-Test - it's an active form except that of in Test Mode.
- Active - it is in use and readily available to all users. All functionality is allowed.
- Offline - it can't be used at all. No functionality is available, including DDS, Delivery and so on
- Inactive - similar to Offline.
- NoRender - it doesn't allow for new or saved and resumed forms, but ongoing open sessions can be completed. DDS, submits, saves, and delivery are allowed.
- Test - a status indicating whether a form is in Test Mode.
- Delivery Channel - a delivery channel configured for a form.
- Last Modified - a date when a form was last modified and a user account who modified the form.
To filter or search the forms by one or more criteria, specify the following settings and click Search:
- Organization
- Form name or part of a name
- Form space
- Form type
- Status | 21.11 This feature was introduced in 21.11.
To change the form list order, select one of the following from the Sort By dropdown list:
- Form Name
- Created By
- Created Date
- Modified By
- Modified Date
Click Clear to reset the search criteria.
You can also perform the following actions:
- Create a form
- Configure a form
- Remove a form
- Export forms
- Render a form
- Import forms
- Import application
Click Export Data to export the displayed data as a Microsoft Excel (XLS) file.
Next, learn how to configure a form.