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.

Manager view forms

The 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:

Click Export Data to export the displayed data as a Microsoft Excel (XLS) file.

Next, learn how to configure a form.