The Menu entry "My Forms" will navigate the user to the form overview. On this page the forms may be filtered, configured or published.

Structure

The default view of the form overview page is the card view. Forms may alse be displayed in a list view. By clicking the buttons / in the header the view can be changed. The header also contains an input field for searching forms as well as a button which will open the filter panel to the right. If you have added forms to a group, the forms will be grouped accordingly in the overview. Individual groups can be toggled in the filter menu to the right.
The default view shows every form as a card. These cards consist of a thumbnail of the form, a button for quick access to the Xima® Formcycle Designer, a button for opening the form as well as a button for opening the form menu. The button at upper right corner of the card shows how many (unread) form records have been submitted. Clicking that button will bring you to the inbox where the form records have been filtered by that form.
In the card view as well as in the list view there is an entry at the top for Creating new forms.

Form menu

The form menu gives access to the various functions of the form. From access to the Xima® Formcycle Designer to Publishing the form and everything in between like configuring the processing workflow. In the list view the form menu will appear by hovering over a form. In the card view the form menu is accessed by clicking the menu button at the card.

Contents of the form menu

• Designer
• Open
• Publish
• Workflow
• Add to group
  Allows to asign a group to the form. Form groups may be used for organizing forms.
•   Filse
• Double-Opt-In
• Access
• Inbox
• Data tables
• Versions
• Info
  Shows a dialog containing the following information about the form:
  • Title: Form title. Can be changed inside the Xima® Formcycle Designer.
  • Form group
  • System ID: Internal ID of the form.
  • Created: The user that created the form.
  • Geändert von: Der Benutzer, der das Formular zuletzt geändert hat.
  • Geändert am: Der Zeitpunkt, an dem das Formular zuletzt geändert wurde.
  • Vorgänge: Anzahl der ungelesen Vorgänge und Gesamtanzahl aller Vorgänge des Formulars.
  • Vorschau: Vorschaulink zum Formular.
  • Öffnen: Link zum Formular.
  • Beschreibung: Formularbeschreibung. Kann im Xima® Formcycle Designer angepasst werden.
•   Exportieren
•   Kopie
• Als Template speichern
  Legt eine Vorlage basierend auf diesem Formular an. Vorlagen können beim Erstellen von Formualren verwendet werden.
• Vorgänge löschen
  Löscht alle mit diesem Formular erfassten Vorgänge. Dieser Vorgang is unwiderruflich.
• Löschen
  Löscht das Formular. Eine Wiederherstellung ist nach dem Löschen nicht mehr möglich.