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 form data.
• Set to trigger at various times. For example, when a form closes, or when a field saves.

1. Enable Scripts

To enable scripts for a form in IM:

1. Go to Settings > Customization > Initiative Management (IM).
2. Click Form Builder.
3. Click a Form Title to edit a form in Form Designer.
   
4. Click the Form Information menu button on the top-right corner of the form.
   
5. Click to select the Allow Scripts checkbox.
   

2. Manage Scripts

To manage scripts:

1. Click Script Manager.
   
2. Add and edit:
   1. Add: Click + New.
      
      Or:
      Edit: Click to select the script in the right-hand panel.
      
   2. Click and edit the script name in the right-hand panel.
      
   3. Set a Trigger:
      
      1. Click to select a trigger from Trigger On to choose when the script will be run.
         • None: The script will not be triggered.
         • Open: When the form opens.
         • Close: When the form closes.
         • Save: When a field saves.
         • Remove: When a form is deleted.
   4. Enable the script:
      
      Scripts will not run unless enabled.
      1. Click to select the Enable checkbox.
         
   5. Type or paste the script.
      • Find tips for creating scripts, including how to make external API calls to Plutora and Plutora Test, in Setup (Custom Scripts) Customization.
      • Customers can create their own scripts or ask Plutora to create scripts for them.
        
   6. Click Save.
   7. Click the X at the top-right corner to close the pop up.
3. Delete:
   1. Click to select the script in the right-hand panel.
      
      
      Be careful when clicking the delete button. It cannot be undone and the script will be deleted without a confirmation pop up.
      
      
   2. Click the delete button.
      
   3. Click the X at the top-right corner to close the pop up.