[{"data":1,"prerenderedAt":251},["ShallowReactive",2],{"guide:en:forms":3},{"id":4,"title":5,"body":6,"description":243,"extension":244,"meta":245,"navigation":246,"path":247,"seo":248,"stem":249,"__hash__":250},"guide_en\u002Fguides\u002Fen\u002Fuser\u002Fforms.md","Forms",{"type":7,"value":8,"toc":233},"minimark",[9,13,17,24,29,35,71,124,130,134,137,147,151,164,167,171,193,197,222,226],[10,11,5],"h1",{"id":12},"forms",[14,15,16],"p",{},"A form is a set of questions written once and asked wherever it is needed: a portal page, a work order, a permit, a request. The answers land on the record that carries the form.",[14,18,19,23],{},[20,21,22],"strong",{},"Admin › Forms"," lists every form, with its current version and how many places use it.",[25,26,28],"h2",{"id":27},"writing-a-form","Writing a form",[14,30,31,34],{},[20,32,33],{},"New form"," opens the editor.",[36,37,38,45,55,61],"ul",{},[39,40,41,44],"li",{},[20,42,43],{},"Name"," the form.",[39,46,47,50,51,54],{},[20,48,49],{},"Used on"," names the kinds of record the form is for. It puts the form first in the ",[20,52,53],{},"Add form"," list on those records, and the form stays available on every record.",[39,56,57,60],{},[20,58,59],{},"Description"," says what the form is for.",[39,62,63,66,67,70],{},[20,64,65],{},"Questions"," lists the questions, one row each: the question, its type, and its settings under the row's ",[20,68,69],{},"⋯",", such as whether an answer is required.",[14,72,73,74,77,78,77,80,77,83,77,86,77,89,77,92,77,95,77,98,77,101,77,104,77,107,77,110,77,113,77,116,119,120,123],{},"A question takes one of these types: ",[20,75,76],{},"String",", ",[20,79,43],{},[20,81,82],{},"Email",[20,84,85],{},"URL",[20,87,88],{},"Number",[20,90,91],{},"Date",[20,93,94],{},"Date and time",[20,96,97],{},"Textarea",[20,99,100],{},"Boolean",[20,102,103],{},"Select",[20,105,106],{},"Address",[20,108,109],{},"Look up existing record",[20,111,112],{},"Map (ask for a place)",[20,114,115],{},"Signature",[20,117,118],{},"Consent"," and ",[20,121,122],{},"Static text",".",[14,125,126,129],{},[20,127,128],{},"Save"," writes the form.",[25,131,133],{"id":132},"versions","Versions",[14,135,136],{},"Changing the questions starts a new version, and Save says so: \"This is now version 3.\" Renaming the form, rewording a label or reordering the questions keeps the version. Answers already given stay matched to their questions.",[14,138,139,140,143,144,146],{},"Each place that uses the form keeps the version it adopted. Open a form's row to see those places, each with its version. A place on an older version shows ",[20,141,142],{},"Adopt version 3 here"," in its ",[20,145,69],{},", which moves that one place to the current questions. Each place moves on its own, so nothing changes under anyone mid-use.",[25,148,150],{"id":149},"putting-a-form-on-a-record","Putting a form on a record",[14,152,153,154,157,158,160,161,123],{},"On a record, ",[20,155,156],{},"⋯ › Add form"," puts a form on it. The form shows as a row under the record in its tree. Open the row to fill it in. Its ",[20,159,69],{}," holds ",[20,162,163],{},"Remove form",[14,165,166],{},"A filled form keeps the version it was filled under. Its answers sit on the record under the form's own name. Two forms that ask the same question keep separate answers.",[25,168,170],{"id":169},"answers","Answers",[14,172,173,176,177,180,181,184,185,188,189,192],{},[20,174,175],{},"⋯ More › Responses",", or a form's own ",[20,178,179],{},"Responses",", opens ",[20,182,183],{},"Form responses",": every filled form, the record it is on and how many questions it answers. ",[20,186,187],{},"Orphaned only"," shows the responses whose record is gone, and ",[20,190,191],{},"Delete these orphans"," removes them.",[25,194,196],{"id":195},"request-forms","Request forms",[14,198,199,200,77,203,77,206,119,209,212,213,216,217,123],{},"Aptli comes with one form per area that answers requests: ",[20,201,202],{},"Stock",[20,204,205],{},"Work",[20,207,208],{},"A charge",[20,210,211],{},"A permit",". ",[20,214,215],{},"Request…"," on a record shows the form for the area you ask. Change its questions here to change what every request of that kind asks. See ",[218,219,221],"a",{"href":220},"\u002Fguides\u002Frequests","Requests",[25,223,225],{"id":224},"finding-forms","Finding forms",[14,227,228,229,232],{},"The search box finds a form by name. ",[20,230,231],{},"Filters"," narrows by the record type a form is used on, shows retired forms and shows deleted ones.",{"title":234,"searchDepth":235,"depth":235,"links":236},"",2,[237,238,239,240,241,242],{"id":27,"depth":235,"text":28},{"id":132,"depth":235,"text":133},{"id":149,"depth":235,"text":150},{"id":169,"depth":235,"text":170},{"id":195,"depth":235,"text":196},{"id":224,"depth":235,"text":225},"Writing a form once and asking it wherever it is needed: questions, versions, the records that use a form, and the answers it collects.","md",{},true,"\u002Fguides\u002Fen\u002Fuser\u002Fforms",{"title":5,"description":243},"guides\u002Fen\u002Fuser\u002Fforms","nfnkUIYDHrYdx7RGa3A9LRRrCk7ZE31LkOEdWq4JPIc",1793063520785]