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File form

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Location: File arrowrgray File form

 

Prerequisites:

File form type

 

Overview:

Forms enable users to access and modify electronic files when executing the activities of a certain process in the SE Workflow component.

 

Specific buttons:

new

Click on this button to create a new file form. For further information on this operation, see the Creating a file form section.

edit

Click on this button to edit the file form selected in the list of records.

delete

Click on this button to delete the file form selected in the list of records.

view_file

Click on this button to view the electronic file of the form selected on main screen.

report_config

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.

status

Click on this button to enable or disable the record selected on the main screen. To view the inactive records, use the "Status" field of the General filter on the search filters panel.