In order to track and monitor form entries, you first need to set up each form as a unique form type. You can create as many form types as needed, as well as organize them into categories.
Creating an Form Type
1. Navigate to your form types by clicking the cog wheel next to form entries in the left navigation bar.
2. Click Add Form Type button.
3. Name your Form Type and choose the Category or type in a new Category name.
Note: These Categories will be seen in the left hand navigation under Form Entries.
4. Customize the Fields & Attributes section
5. Define and customize the Form Flow section
6. Click Save!
Fields & Attributes
The first major section to complete when creating a new form type is the Fields & Attributes section.
You will see subsections for general information, details, photos, and product and credit request info. This section is highly customizable as well. For detailed information on how to configure and customize this section, go to this article: Form Type Fields & Attributes
Form Flow
The second major section to complete when creating a new form type is the Form Flow section.
You will define the activity flow of your form as it moves through your supply chain. This section is also highly customizable and allows to automatically direct the form to the proper person based on select actions.
To allow for form time-to-completion calculations, community owners may indicate per form status whether forms are considered complete when in the specified status.
For detailed information on how to configure and customize incident flows, go to this article: Configuring Form Flows.