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Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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FieldBehavior

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Source

  • Makes the whole page into the text editor
  • Turns everything into html, allowing you to edit or expand the form's text and formatting possibilities

Cut, Copy, Paste,
Paste from Word

  • Respectively, left to right:
    • Cuts
    • Copies
    • Pastes
    • Pastes from Word

Undo, Redo

  • Respectively, left to right:
    • Undo the action last taken
    • Redo the last Undo's action

Insert Horizontal Line

 

 

Link, Unlink

 

 

 

Insert Special Character

  • Inserts a horizontal line

 

  • Link on a word will allow you to directly refer to a URL (which you can command to pop up, open in another window, the same window, and others through the Target tab), anchor in the text, or an email
  • Unlink any of the previously linked words

 

  • A 'Select Special Character' box appears like this, so that you can put one in your text:

Paragraph Format

 

 

 

 

 

Font Name

 

 

 

 

 

 

Font Size

  • How the font will be formatted, in regards to it as a paragraph or line

  • The different font-types

  • Changes the font size

Bold, Italic,

Strikethrough, Remove Format

  • Respectively, left to right:
    • Bolds the font
    • Italicizes the font
    • Strikes through (a line through the center) the words
    • Removes all of the formatting from this category (only removes bold, italics, strikethrough)

Insert/Remove Numbered List
Insert/Remove Bulleted List

Decrease Indent

Increase Indent

 

  • Will begin the numbered list/will remove the numbered list
  • Will begin the bulleted list/will remove the bulleted list

  • Will remove the numbered/bulleted list if it is the first number/bullet, or will negate the effects of the 'increase indent'
  • Will indent the already placed number/bullet, but only after the first number/bullet

  • Inserts a bind, a user specific reference

  • Highlights the binds that were inserted, just for editing reference (won't show up when used)

 

(for more specifics on this, see Insert Form Field's Fields)

  • Inserts a form field in the system
  • Customize how it will be formatted/interacted with using Input Type
  • Choose whether or not it is a mandatory form field
  • Choose what label to use on it

  • Spawns options for a table, adjust, then click OK, and it should create the table is created

  • Some points about tables:

    1) Do not create a table with only rows. Columns are required when you use tables.

    2) If you don’t need at least 1 column in the table then you don’t have to insert the table. You can directly paste the content in the rich text editor.

    3) If you need a table with 2 or more columns with different widths (not the default) and multiple rows of same property, then do not insert all the rows while inserting the table. Insert one row and adjust the column widths and then right click on one if the cell and use option ‘Insert Row Above/Below’. This will insert the rows with the same properties that you have configured already.

    4) If you need multiple rows and columns in a table with different widths for few/all the cells, then do not insert them as one table. Insert them as separate tables.

 

 
Text Box
  • Write Enter information in the Text Box
  • This is where all of the Text Editing applies
  • You can expand or shrink the box by dragging the bottom-right triangle symbol

Info
titleTip

For examples of both types of Smart Forms, you can modify a Smart Form. That can give you a better idea of how they work.

Note that the Supplemental Attribute Data default Smart Forms have exceptions to creating Supplemental Attribute Data. It does not indicate that they have form fields, but to add Supplemental Attribute Data that is customized, you must insert form fields.

 

After you finish filling this outentering information, click on Save.

Define Smart Form Page

 

 

How do you create a Form Field

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Click on Create/View Form Fields.

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Click on Add a New Value.

Define Form Fields

 

 

Put in Enter a Field Description.

Select a Field Type, which is the type of specification that you want the supplemental attribute to be–some of them will pull up more required fields in order to specify what the field is limited to.

Define Form Field Page

 

 

For example, Character:

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Another example, Number:

Define Form Field Page

 

 

Once done with the fieldsAfter you have defined the field, click on Save.

Define Form Field Page

 

 

Back to In Define Smart Form, on the fifth tab, click on Insert Form Field.

Define Smart Form Page

 

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formfield
formfield

Insert Form

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Fields

Follow the chart below to fill out the fields.

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#FieldBehavior

Input Type
  • In what type of format the form field will be in

Form Field
  • Click on Look Up.
  • Select the form field you want to use.

Mandatory
  • Check it Mandatory if this Form Field's specifications are required.

Label Type
  • What the header label will say
  • Default: what the form field's description is
  • Custom: generates a box below. input anything you want it to say
  • None: no label

Display Label Colon
  • If the label will have a colon after it or not

Input Style
  • The customizable ability using html
  • For example, changing the font color or style

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How do you modify a Smart Form?

There are two different ways methods to access/modify a Smart Form, by clicking on:

    • Add a New Value.
    • Search if you have an existing Smart Form in progress (click here to go directly to skip the first waysecond method).
Create Revision Page

 

 

Method 1:  Add a New Value:

Fill out Enter the fields information and then click on Reserve.

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Click on Configure, and then click here to continue the directions from this way.

Manage Revision Page

 

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search
search

Method 2. Search: Instead of Add a New Value, click on Search (you can filter out the results so that it only shows Content In Progress because those are the two requirements to do modify a Content Modification).

Create Revision Page

 

 

Find the revision that you want to modify (it must be a content revision and in progress!).

Create Revision Page

 

 

Click on View/Edit.

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continue
continue

Click on Review/UpdateUpdate on the Smart Forms tile.

Manage Content Revision Page

 

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The number of Smart Forms changed from 0 to 1 because only one modification is was done for this Content Revision. However you can make multiple additions or modifications in one Content Revision.

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Manage Content Revision Page

 


Click on Apply.

If you your changes are not surecomplete, you  you can still View/Edit and it will take you to the previous page. You can also leave this Manage Revision page and leave the Content Revision in progress to modify, apply or withdraw later.

Manage Revision Page

 

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