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Speaking of form record...
A form record is a set of data entered when answering a form. They are published within the form to which they belong, in the same format and with the same data, corresponding to the existing fields on the form.
Create new form record
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01. After clicking the New and then Form record option on the form of your choosing.
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For more information about the procedure, see Platform ❙ Define security criteria for folder or for document. |
07. Click on Confirm.
View a form record
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01. Find and click on the name of the form record to be viewed.
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You can perform some actions when viewing the form record, such as viewing its properties, viewing social information, copying its link, among others. For more information, see Platform ❙ Document view. |
Request additional permission on a form record
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01. Find the form record on which to request additional permissions.
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Clicking on this option opens a window in which you can request additional permissions on the form record. For more information, see Request additional permission for a folder or document. |
Define priority for a form record
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01. Find the form record for which to define priority.
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The prioritization of folders or documents is used exclusively to sort them by priority in the documents browsing. You can define the priority for all document types that can be posted. To view the content of a folder sorted by its priority, simply click on the Priority column. |
Perform a social action for a form record
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01. Find the form record for which to perform a social action.
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For more information on the social actions that can be performed for a form record in document browsing, see Support folder or document, Comment on folder or document and Share folder or document. |
Check form record status
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01. Find the form record of which to check the status.
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For more information on the Follow feature, see Platform ❙ Follow document. |
Define a form record as favorite
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01. Find the form record to be defined as favorite.
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For more information about the Favorites feature, see Define folder or document as favorite. |
Rename a form record
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You need to have modify permission on the form record in order to rename it.
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Clicking on this option opens a window in which you can rename the document. Remember that there are several types of documents, such as an extension file supported by the platform, an article, an external document, and others. In case of a file, you can only change its name, not its extension. |
Edit form record properties
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01. Find the form record for which to edit the properties.
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Clicking on this option opens a window in which you can edit the form record properties. For more information, see Form Create new form record. |
Restore a form record version
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01. Find the form record for which to restore an older version.
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Clicking on this option opens a window in which you can restore an older version of the form record. For more information, see Restore document version. |
Mirror a form record
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01. Find and select the form record for which to create a mirror document.
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Clicking on this option opens a window in which you can finish creating a mirror document of the form record. For more information, see Mirror document. |
Delete a form record
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01. Find and select the form record to be deleted.
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