Overview of Form Type Configuration
Forms are used to collaborate on your RIB CX project. When a project is set up the standard Forms are added with default configuration. These defaults are the most commonly used options of all RIB CX projects.
However, there are many parts of Form configuration that can be customised for your project.
Key Features
Filterable columns for quick access to forms
Bulk toggle on/off a role to provide quick access
All settings are grouped under an easy to access menu on the left
A single page to access, the config pages, form designer, user fields, workflows and more.
Access Form Types Configuration
Go to Configure.
Select Form Types.
A list of all available forms on your project will be displayed.
Placing a tick in the checkboxes enables that Role to be able to Author that form.
Clicking on the form you wish to configure will open configuration on the right-hand side.
What You See (Right Hand Panel)
On the right hand panel you will see the below screenshots. We will briefly explain each and provide a link to more detailed information where it is required.
Retired - Classic Settings
The Classic Form Type Config page has been retired.
Although we are supporting classic form config for users who already on it, it is no longer available for new accounts
Update
After making changes on each tab remember to Click Update on the right of the blue ribbon at the bottom