Difference between revisions of "Web Form Maintenance"

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* From the DDI Connect main menu, double-click Name/Address system
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* From the DDI Connect main menu, double-click Web Forms
 
* Double-click Setup
 
* Double-click Setup
 
* Double-click Web Form Maintenance. You will see a screen similar to this one:
 
* Double-click Web Form Maintenance. You will see a screen similar to this one:
  
  
 +
[[File:Form Maint 1.png]]
  
  
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You have the following options on this screen:
  
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{| class="wikitable"
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|-
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! '''Field''' !! '''Description'''
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|-
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| '''Web form''' || Selects the web form that will be maintained.  Revisions of this web form will be displayed in the list below. Click the drop down arrow to the right of the field to select the form you wish to work with
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|-
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| '''Form name''' || The internal name of this form
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|-
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| '''Encrypt data in this form''' || This option would be used if the form contains data that must be stored in an encrypted format in the database, for example to be in compliance with HIPPA regulations
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|-
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| '''Description''' || Description for this form
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|-
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| '''Product''' || Web form product.  Products are maintained via Name/Address > Setup > Codes Maintenance:  #0058 – Web Form Product Codes. For information on how to configure these codes, please reference this page:  [[Web Form Product Codes]]
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|-
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| '''Status''' || Active or Inactive.  Only the latest revision of any form should be active, the earlier revisions should be inactive
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|-
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| '''Display sequence''' || This field is currently not used
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|-
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| '''Revision number''' || A numeric revision number.  Normally these are numbered sequentially
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|-
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| '''Notify email recipients''' || Enter the email address you wish to notify when a completed version of this form is submitted
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|-
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| '''Enable automatic approval of saved forms''' || If this is selected, this form will automatically be marked approved when a client submits it via the Online-CEF
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|-
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| '''Enable automatic processing of approved forms''' || If this option is selected, approved forms will automatically be processed
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|}
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 +
 +
On this screen, you have the following toolbar buttons:
 +
 +
 +
{| class="wikitable"
 +
|-
 +
! '''Toolbar button''' !! '''Action'''
 +
|-
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| '''New form''' || Clicking this button allows you to create an entirely new web form definition
 +
|-
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| '''New Rev.''' || Creates a new revision for an existing web form
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|-
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| '''Edit''' || Clicking Edit allows you to modify the currently selected web form
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|-
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| '''Delete''' || Allows you to delete the currently selected web form
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|-
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| '''Save''' || Clicking save will retain all changes made to the web form
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|-
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| '''Undo''' || Clicking Undo will discard all changes made to the web form
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|-
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| '''Exit''' || Allows you to exit the screen
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|}
  
  
 
[[Category:Online CEF]]
 
[[Category:Online CEF]]
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[[Category:Name/Address]]
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[[Category:Web Form]]

Latest revision as of 19:30, 1 June 2021

Overview of NA190UPD

Web Form Maintenance is an application that system administrators (DDI staff or your organization's DDI Connect system administrator) can use to maintain web forms used by online applications like Online-CEF.


Each type of form can have one or multiple revisions. A new revision is necessary whenever the web form’s schema has changed – i.e. when fields are added or removed from a web form. To access this screen:


  • From the DDI Connect main menu, double-click Web Forms
  • Double-click Setup
  • Double-click Web Form Maintenance. You will see a screen similar to this one:


Form Maint 1.png


You have the following options on this screen:


Field Description
Web form Selects the web form that will be maintained. Revisions of this web form will be displayed in the list below. Click the drop down arrow to the right of the field to select the form you wish to work with
Form name The internal name of this form
Encrypt data in this form This option would be used if the form contains data that must be stored in an encrypted format in the database, for example to be in compliance with HIPPA regulations
Description Description for this form
Product Web form product. Products are maintained via Name/Address > Setup > Codes Maintenance: #0058 – Web Form Product Codes. For information on how to configure these codes, please reference this page: Web Form Product Codes
Status Active or Inactive. Only the latest revision of any form should be active, the earlier revisions should be inactive
Display sequence This field is currently not used
Revision number A numeric revision number. Normally these are numbered sequentially
Notify email recipients Enter the email address you wish to notify when a completed version of this form is submitted
Enable automatic approval of saved forms If this is selected, this form will automatically be marked approved when a client submits it via the Online-CEF
Enable automatic processing of approved forms If this option is selected, approved forms will automatically be processed


On this screen, you have the following toolbar buttons:


Toolbar button Action
New form Clicking this button allows you to create an entirely new web form definition
New Rev. Creates a new revision for an existing web form
Edit Clicking Edit allows you to modify the currently selected web form
Delete Allows you to delete the currently selected web form
Save Clicking save will retain all changes made to the web form
Undo Clicking Undo will discard all changes made to the web form
Exit Allows you to exit the screen
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