1. Quick Start Guide – Form Builder Customization
Form Builder Customization allows administrators to manage Initiative Management forms. What elements do IM forms contain? An Initiative Management form...
Form Builder
Customize Form Builder.
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1a. Manage IM Teams (Constructors)
Teams or Constructors are a new feature for Initiative Management module. They allow administrators to create teams of users that can... -
1b. Manage IM Form Size
IM Forms can be set to fit the size of the expected user’s screen or can be left responsive so... -
1c. Manage IM Form Information
Administrators can manage the form name, whether the form can handle attachments, and much more under Form Information. Manage IM... -
1d. Manage IM Form Builder Statuses
Form Builder Customization statuses can be used with or without workflows. 1. Enable Statuses To enable statuses on an IM form:... -
1e. Manage IM Form Builder Workflows
Initiative Management module allows multiple workflows at once (unlike the rest of Plutora, which only allows one workflow at a... -
1f. Manage IM Form Builder Scripts
Administrators can add Javascript to Form Builder Customization, which can be: Configured to perform actions, such as creating Releases from... -
1g. Manage Form Builder Permissions
Administrators can use Form Builder permissions to manage the visibility of forms, tabs, and fields. Permissions are User Role-based (as... -
1h. Manage Tabs, Sections, And Fields In IM Form Designer
Form Designer allows administrators to create the tabs, panels (sections), and fields that make up Initiative Management (IM) forms. To manage Form... -
1i. Delete IM Forms
Deleting a form does not delete the data that the form captured. But the form will no longer be available...
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