Create a form

A form is created as an .hf file in the file system. See Forms for the difference between the two editors and for the role of launch points.

1. Open the file system of the office or project.

2. Click the New icon (a blank sheet) in the toolbar and choose the editor:

   • New form (simple editor): fields are added one at a time and stacked one below the other;
   • New form (advanced editor): components can be placed freely, side by side or in different layouts. Before it opens, the editor asks for a starting structure (Empty model, Vertical form, Inline form or Checklist form), which can be changed later.

3. Open the form’s general information:

   • in the simple editor, click the Configuration icon (a gear): the Details tab opens;
   • in the advanced editor, open the Tree tab and select the Form item, the first in the tree: the information is in the General section of the properties panel. If another item is selected, the panel shows the properties of that item.

4. Enter the information:

   • Name, required: the name the form is listed under in Fill in a form. The simple editor starts with No name, to be replaced;
   • Description, optional;
   • Tag, optional: in Fill in a form tags can be used to filter the list;
   • Launch points: the items on which the form will be offered;
   • Country and Language: used by the filters in Fill in a form. If they are left on All countries and All languages, the form appears whatever the filter.

   

5. Build the content of the form. See Build a form with the simple editor or Build a form with the advanced editor.

6. Click the Save icon (a floppy disk) and choose Save as. Enter the file name and pick the folder: the dialog suggests the one open in the file system, but any other can be chosen.

Caution

A form with no launch points does not appear in Fill in a form: it can only be filled in by opening it from the file system.

From now on Fill in a form offers the form on every item that matches its launch points. To fill it in, see Fill in a form.

Edit a form

1. In the file system, select the form’s .hf file.
2. Click the Modify icon (a pencil) in the toolbar, or right-click the file and choose Modify. The form opens in the editor it was created with.
3. Make your changes, then click the Save icon (a floppy disk) and choose Save to overwrite the file, or Save as to create a copy.

Changes apply to later completions: forms already filled in stay as they were.