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To add a Form select the Add Form Form button. Enter the Form name, an optional description and choose save.
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Once the sample form is opened, select Form Settings. The Sample Material value will default to "To Assign". Select the edit icon and update the value to the appropriate Material. The list of materials available to select is maintained in Administration within General > Material.
Creating a New Form from an Existing Form
You have the option of copying an existing Form to create a new Form. When copying a Form, Fields and Field attributes are copied; as well as the Report settings.
To copy a form, follow the steps below.
Step | Description | Example |
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| 1. | Find the Form you want to copy and choose the copy icon. |
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| 2. | Copy Form dialogue will open. Enter the new form Name and optionally provide a Description. Select Save. |
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