User manual

A blank form opens in a separate window.
If the Add form window does not display correctly, see
Forms Display
Issues
(page 414) for more information.
2 Fill in the fields that you require using the TAB key to move between
fields.
Certain fields are pre-populated if your project administrator has defined
project data (page 260) for this project. These fields are non-editable except
by project administrators and the form creator. If these fields have not
been defined then the fields will be blank.
Many fields such as Company Name and Address, Document Heading,
Project Name, Project Number, and the footer are not editable.
Administrators can change these fields by editing the
form options (page
283).
Other fields are pre-populated based on choices you make. For instance,
in an RFI form clicking the Assign button and choosing a member causes
that members name to display in the Recipient field. These pre-populated
fields are editable. If you manually enter data into these fields, the data
will not be overwritten at a later date.
3 To assign the form to a project member or a group, click the Assign
button at the top of the form. See
Assigning/Re-assigning a Form (page
324) for more information. To whom you can assign a form depends on
how the form log was configured by your project administrator. You can
only assign the form to the members listed. If you need to assign the
form to a member who is not listed, contact your project administrator
and ask him or her to add that member to the form log configuration.
It is not recommended that you re-assign a form to a
private group (page
128). Doing so exposes the names and email addresses of private group
members in the Routing Tab for Forms (page 319) and in various
dashboards.
4 In a text box field, you can type multiple lines of information.
NOTE If you enter more lines than can be displayed, a scroll bar appears on
the right side of the text box. When you print the form, the entire text prints
without the scroll bar.
5 To notify other project members about this form, click CC. Select
members from the list. Notifying a member means that once this form
is submitted, the members selected will receive an email containing a
link to this form. Notified members can only view the form; they can
not forward, re-assign, respond or recall a from. They can however view
attachments and participate in discussions.
310 | Chapter 21 Working with Forms