Screen Functionality When Creating a New Form

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Screen Functionality When Creating a New Form

 

eFormsiPhoneicontolistallformcategories-mh

Click this icon to list all categories associated with active form.

For example:

eFormsiPhonelistallformcategories-mh

 

If you click the ellipsis, eFormsiPhoneellipsis-mh, the following list of additional actions will display:

eFormsiPhoneadditionalactions-mh

 

Click Rename Form and a dialog box similar to the following will display:
 
eFormsiPhoneRenameForm-mh
You can rename the form to reflect your company's naming conventions.

 

Click Route Form and a dialog box similar to the following will display:
 
eFormsiPhoneRouteForm-mh
 
You can route the form if the form needs to be sent to others for their review and/or signoff.

eFormsiPhonescreenSaveandexit-mh

If you need to leave the app, you can click Save and exit. This saves all the work you have done on the form before closing out of the eForms™ app.

eFormsiPhoneRenameCategoryicon-mh

If you click this icon, the Rename Category dialog box similar to the following will display:

eFormsiPhoneRenameCategorydialog-mh

Click Rename to change a category heading to fit the needs of your company.

eFormsiPhoneSearchfieldwithicon-mh

Click the eFormsiPhoneSearchicon-mh to access the associated lookup window.

 

 

View All In Progress

 

As you complete the form, your progress is tracked.

 

eFormsiPhonemainmenufunctionality-mh

 

Click View All In Progress to display a list of all forms currently in progress and their specific percentages complete.

 

eFormsiPhoneInProgressFormslist-mh