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Index
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Speaking of Forms...
This feature allows creating Forms that can be published both for internal access, by registered users, and external platform users, by simply marking the form as public.
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| Informações |
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The widget columns in the See records feature within the Forms center (Forms) are dynamic, which means that they change depending on the form chosen due to the fact that they have different fields. |
Create forms
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Follow the steps below to create a form.
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To open field editing, click the
icon on the right-hand corner of the field.
To delete fields, click the
icon on the right-hand corner of the field.
Field componentes
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Field components available to create forms:
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Title: title of the added search field
Filter: filters if the search is made by role, group or no filter
Save: saves the email address of the user searched
Mandatory?: used to define whether the field is mandatory. Mandatory fields are identified with an asterisk (*).
Tip: instructions to complete the field
Help text: used to assist field completion (e.g. Enter a user name)
Advanced options: unique field name to check data.
Layout components
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Layout components available to create forms:
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The icon 
Integrate forms
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Integration is a feature that allows users to carry out predefined platform actions in the form. Each new form created can be integrated by selecting the parameters of the selected operation, in order to ensure it runs correctly. Step-by-step:
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07. After the operation and messages are configured, a summary of the integration is shown.
08. Click Confirm.
Preview forms
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Click item 
Save forms
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Follow the instructions below to save a form:
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03. Forms can be edited and later published or can be directly published. Solutions can be removed by clicking the button represented by the icon
Publish forms
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Follow the steps below to publish a form.
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It is not possible to fill out data in mobile devices for forms created in Forms Beta. The Fluig app only allows filling out information for forms linked to a process. However, Forms Beta does not have this link yet, which prevents the user from editing records in the mobile app. |
Rule validations
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This table details validations by field type (text, numeric and date) in Forms, as well as setting up each rule.
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To complete the form, all highlighted fields must be checked and filled out according to the required rules. |
Forms buttons guide
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The buttons guide shows users the purpose of each new button when editing forms.
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