View Organizations

   Journey Manager (JM) The transaction engine for the platform.  |    System Manager / DevOps  |   21.11 This feature was updated in 21.11.

Manager allows you to view the list of available organizations, so you can manage them efficiently.

To view organizations, select Forms > Organizations.

Organizations are shown page by page, with the maximum number of records per page configured via the user's preferences.

The list displays the following details:

• Organization Name: a globally unique organization name, which is often displayed on form's landing pages.
• Client Code: a globally unique organization ID, which must not include any spaces. A client code is used in a long form URL. For more information, see Form Friendly URL.
• Status: determines the availability of an organization and can be one of the following:  |  21.11 This feature was introduced in 21.11.
• 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.
• Last modified: a date when the organization's configuration was updated last time and a user who did it.

To filter or search the roles by one or more criteria, specify the following settings and click Search:

• Organization's name or part of a name.
• Active Only. Only Active organizations are listed by default.
• Select an organization from the Organization dropdown list in the Toolbar.

Click Clear to reset the search criteria.

You can also perform the following actions:

• Create an organization
• Copy an organization
• Remove an organization
• Export an organization
• Import an organization

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

Next, learn how to create an organization.