Creating a form

To create a form, first access the "File

Form" menu. After that, click on the

button and select the "Form" option. The form creation screen is a wizard that divides the creation operation in three steps:

▪See how to create forms without revision control in a quick and easy way in the "Create a form without revision control" topic of the SE Form quick guide!

▪To create a responsive form, view the Responsive form creation section.

▪To edit an existing form, view the Editing form data and Form designer section.

Step 1 - General data

In this step, the general form data must be completed. To do that, fill out the following fields:

Enable localization: Check this option so that it is possible to configure the form in multiple languages, that is, to have the form fields appear in the language of the user who is executing. To do this, select to which languages the form in question can be translated. See the Translating forms section for details on form translation.

Enable container: Check in this section, which containers will be enabled in the form.

▪Cause analysis: If this option is checked, the Cause analysis item will be displayed in the form editor. When associating a configured form with the Cause analysis container in a process with automation for SE Problem, the cause analysis step can be performed through the form, as long as this feature is configured in the process.

▪Action plan: If this option is checked, the Action plan item will display in the form editor. When associating a configured form with the Action plan container in a process with automation for SE Problem or for SE Incident, the creation/association/visualization of action plans can be done through the form, as long as the process is configured with the object association feature of SE Action plan.

▪Loss event: If this option is checked, the Loss event item will be displayed in the form editor. When associating a configured form with the Loss event container in a process with automation for SE Problem or for SE Incident, the creation and control of loss event can be done through the form, provided this feature is properly configured in the process.

Note that for forms that will be used in the incident or problem activities, the container resource can be used in conjunction with the "Show form only in activity execution" option available in the process activity settings, as a way to associate cause analysis and/or action plans directly on the form.

Step 2 - Draft form

Create new form: Select this option to create a form without using a previously created form.

Use a template form: Select this option to create a form from an existing form. If this option is selected, then the form that will be used to create the form must be selected in the Form field.

Step 3 - Data source (Table)

Use an existing table: Select this option if the form you are creating must use a previously created table. To do that, in the Table field, select the table that will be used. If the selected table is configured with revision control, then the Revision date field will be displayed, which should be filled out with the date of the revision of the form; if this field is left blank, a revision will be created for the form being created.

Create new table: Select this option to create a table. In this field, fill out the ID #, Name, and Table type fields.

Open form designer upon creating: Select this option if you wish the form designer to be displayed after finishing creating the form.

After filling out all necessary fields, click on Finish button to end the form record. If the Open form designer upon creating option is checked, then the form designer will be displayed, allowing to design the form.