Objective:
This document provides an overview of the functionality of the settings of forms and Report output settings of forms
Note: Forms can only be created by RedSky.
Editing the Form settings has to be done in the forms and reports page under Administration --> Reports
On the Report Items screen, there is a search option. Clicking on a report will open the Report Detail page.
General Report section
Field Overview
| Type | Define the type, Report or Form |
| Report Category | Category to group reports/forms |
| Module | At which level the report/form is shown |
| Report Name | The name of the Report/Form |
| Report Description | Brief description of the Report/Form |
| Enabled | Defines if the report/form is active |
| Accessed | Displays the number of times the report/form was used |
| Auto Upload | If checked the report/form is automatically uploaded to the File Cabinet |
| IsMultiLingual | Should the form be displayed in multiple languages |
| Param Required | Defines if additional parameters should be filled when choosing the form |
| File Upload | Defines the ability to upload the report/form to the File Cabinet |
| Target Cabinet | Defines the location the form is stored under in the File Cabinet |
| Secure Form | What is the functionality of this field? (RedSky) |
| Email Out | Defines the ability to Email the forum from RedSky |
| Email Body | Sets a default body text for Emails |
| URL attached with Email | Encloses an URL in the Email |
| Sub Module | Defines at what sub-level the form is shown |
| Report Actual Name | The name of the form |
Report Output Functionality
In the Report Detail page, there is a “Report Output” section.
In this section, the output types can be selected.
Note: The output icons are only shown if there is a match on both Module and Submodule.
Controls
In this section, various types of validation can be selected. Only if the report/form complies with the selected validation, the form is shown.
Field name and Value
If a form is sent by Email RedSky can automatically fill out one or more fields. These fields and desired values can be entered here. Should these field(s) only be filled in certain occasions, the conditions can be filled in the field Condition.
Next to the validation, the user roles can be defined. Only the users with roles selected in Current Roles are able to access the report/form.
After selecting the output needed for this form, click Save.