Setting up a custom (HTML) forms folder
Monday, December 5, 2016 2:05 AM

After you've created and imported your custom HTML forms, you need to set up a custom forms folder to use the reports with other FocalScope features. This article details how to create a custom forms folder in FocalScope.



Creating a custom forms folder

  1. Right click either a personal or shared folder and select [New Folder]
  2. In the [Folder properties] window, under the general tab, specify
    1. An appropriate [Name] for the folder
    2. Set the [Type] to [Custom forms]
    3. Select an [Icon] to distinguish the folder
  3. Click [Ok] to create the new folder
  4. Click the [Security] tab and set the permissions for agents and groups
  5. Continued in next section...

Figure 1 - Creating a new custom form folder

  1. Navigate to the newly created folder
  2. In the right-hand pane, right-click and select [New]
  3. In the [Template] field, select the custom HTML form to associate with the new form
  4. In the [Name] field, specify an appropriate name for the new form
  5. For fields that need to be filled out (useful for persistent information in forms), enter the information in the form preview box
  6. Click [Save] to create the new form in the custom forms folder

Figure 2 - Adding custom forms to a custom form folder