The Forms module allows the ability to create digital forms within Centrik and essentially allow organisations to become paper free.
The Forms module can also be seamlessly linked to the Workflows module so that on submission of a form, a workflow can automatically be started.
Clicking on the Forms icon leads you to the Forms landing page.
Start form:
The area where a form can be started, forms are broken down into groups, they can be selected and started from this tab.
My forms:
The My Forms area will be where all your individual forms are kept.
Additional access rights will allow a user to see the ‘View History’ button on the landing page and look at this area in further detail.
View History:
When a form has been submitted you are able to view the history of that form type by using the ‘View History’ tab, here you can download this form in order to create independent analysis outside of Centrik, if required.
Edit forms:
Forms are added, removed, created, amended, and configured via four main buttons.
Editing the Edit forms page:
Edit the page, change the order, or rename / renumber a form
Clicking on the ‘Edit’ button places the page into edit mode.
Form order - The order of where the form is displayed can be adjusted by clicking on the six dots of the form group and dragging / dropping into the correct order, if a group contains more than one form you can reorder the forms using the same method but by clicking on the six dots under the ID section.
Change Naming – Simply typing over the previous name with a new name
Active – checking the box within the Active section marks the form as active (displayed and available to use) / inactive (hidden and unavailable)
Delete – This deletes the form