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In this section of the User Guide we’ll look at a form and the basic functionality you can expect.

Accessing a Form

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You can bring up the form view for entering data in one of two ways. One is by using the View icon from My Forms. To access the View icon, click on a form to display the icons and click on the View Icon.

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In this section we explored the Form interface, what to expect and how to interact with its features to enter the data you need to enter. In the next section we’ll look closer at the Form Entries page and how you can see the entries your organization (entity) has entered for the form and view key information about the datatake a look Control Groups, how they show up in forms, how to work with them and what they impact in the system.

[Previous Topic ← My Forms ] | [Next Topic → Form Entries Control Groups ]

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Excerpt

Portal User Guide

Overview
My Forms
Subpage 1
My Documents
My Reports
My Profile