User manual

the next time you add an RFI form log, Post will not be available as a workflow
choice.
1 Select a form or workflow by clicking the checkbox next to the form or
workflow.
2 Click the Disable button.
Once disabled, the form or workflow can not be used anywhere in the site
until it is enabled.
Import a New Form
Click this link if you have an existing form that you want to be available in
your Buzzsaw site. This link launches the Import Form wizard. See
Importing
Forms
(page 282) for instructions on how to proceed through each step.
Design a New Form
Click this link to select a form that you want to act as a template for a new
form. You will actually create and customize the form in InfoPath, and then
import the form into your site.
In step one of this wizard, select Customize from the drop-down list box, for
the form that you want to customize.
Follow the rest of the steps outlined in
Importing Forms (page 282).
Customize a Form
1 Select Customize Form from the drop-down list box to modify forms
that have been imported to your site.
2 Save the .xsn file to your hard drive.
3 Modify the .xsn file using InfoPath.
4 Import the modified form to the site. See
Importing Forms (page 282) for
more information.
The default Buzzsaw Professional forms, and forms created by the Autodesk
Custom Implementation team, cannot be customized.
Edit a Form
Only administrators can edit the InfoPath forms that have been imported into
Buzzsaw Professional. The default forms that come with Buzzsaw Professional,
280 | Chapter 19 Forms Setup