Configuring forms and modules

To configure a transaction form for a cleanup

1. In the System Settings console, select Advanced Settings > Form Library.
2. Select a transaction form from the list. For example, COL:Case:Case form.

3. Click Modify.

4. Click the Record ID Settings tab, and make the necessary changes.
   1. In the Transaction Data field, select Yes.
   2. In the Transaction Data Qualification field, enter the qualification for the form cleanup. For more information about cleaning up system forms, see Cleaning up transaction forms.

5. Click Save & Close.

To change life cycle status workflow for cases

1. In the System Settings console, select Advanced Settings > Form Library.
2. From the Form Library, select a COL:CASE:Case form.
3. Click Modify.

4. Navigate to Status Transitions tab.

    Click here to view the screenshot...

   

5. Review the default behavior of cases life cycle statuses, and modify as desired by performing the following actions :
   • To delete a status, select it, and click Delete.
   • To add a new status transition, click New.

     1. Complete Current Status and Next Status fields as desired.

         Click here to view the screenshot...

        By making the following choice, it becomes possible to close cases even from a draft status.

        

     2. Click Save & Close.

To modify a form

1. In the System Settings console, select Advanced Settings > Form Library.
2. Select a form from the list.

3. Click Modify.

4. On the Form Details tab, modify the Form Alias field if necessary.
5. If the form has a Status Transitions tab, click the tab and make the necessary changes.

   1. To add a new status value, click New under Status Values, complete the fields, and click Save & Close. 

   2. To add a status transition, click New under Status Transitions, complete the fields, and click Save & Close.

6. If the form has an  eForm Instructions tab, click the tab, update the instructions as needed.
7. If the form has a Record ID Settings tab, click the tab and make the necessary changes.
   1. To change the counter for the next ID, enter a number in the Current Next ID Counter field.
   2. Click the  icon next to the field.

   3. Click Yes. 

8. Click Save & Close.

To add a module

1. In the System Settings console, select Advanced Settings > Modules.
2. Click New.
3. In the Module Name field, enter a unique name for the module.
4. In the Module Label field, enter the text displayed on the form.
5. From the Form Name list, list the form associated with this module.
6. From the View Name list, select the view opened if the form is selected.
7. In the Description field, enter a brief description of the purpose for the module.
8. Click Save & Close.