Configure Form Space Properties

   Journey Manager (JM) Previously known as Transact Manager (TM). |   System Manager / DevOps |  v5.1 & Higher This feature is related to v5.1 and higher.

Manager comes with a set of standard form space properties that can be applied to all spaces that are created in this Manager instance. These properties have default values that can be configured via the Properties and Properties Edit tabs. You can use form spaces properties to override organization's properties. Subsequently, you can create form's properties to override the form space's properties.

Manager automatically sends emails to form users to notify the form has been changed. You can adjust the email format using the settings below.

Note

Some of form space properties are used to configure Work Space's tabs.

Note

A form space can be set as not editable, so you can’t change its configuration. To enable this, select the Content Editable checkbox in the Space tab.

To configure the properties in the Properties tab:

  1. Select Forms > Form Spaces.
  2. Locate a form space and then click Edit.
  3. Select the Properties tab.
  4. Click Edit to configure the selected property. Check the standard properties to learn more about their functionality.
  5. Edit the value of the property.
  6. Click Save to update the changes.

To configure form space properties in the Properties Edit tab:

  1. Select Forms > Form Spaces.
  2. Locate a form space and click Edit.
  3. Select the Properties Edit tab to view and edit properties. Check the standard properties to learn more about their functionality.
  4. Edit Account Locked Message, which is a message displayed at login to users whose accounts are locked.
  5. Select the Account Quick Lists Enabled checkbox to show Account Home Page quick selection lists and Tasks menu count. Note enabling this option can impact performance.
  6. Select the Allow Form Cancel checkbox to allow users to cancel a submission at the payment stage.
  7. Select the Allow Form Retry checkbox to allow users to go back to the form if payment has not been completed yet.
  8. Select the Allow XML Redirect Target checkbox to allow XML form data to specify redirect target.
  9. Select the Allow XML Request Param Form Prefill checkbox to allow XML request parameters, such as xmlData and schemaSeed, to be used in form prefill.
  10. Edit a timeout for an anonymous user to access submitted form receipts in the Anonymous Submission Access Timeout field. After an anonymous user submits a form, Manager sends them a URL link to download a form receipt. This link will timeout after the Anonymous Submission Access Timeout period. However, if the user accesses the URL link using the same user agentUser agent is software (a software agent) that is acting on behalf of a user. One common use of the term refers to a web browser that retrieves, renders and facilitates end user interaction with Web content. (browser) with the same IP addressIP address is a unique string of numbers separated by full stops that identifies each computer using the Internet Protocol to communicate over a network., this timeout doesn't apply, because Manager re-establishes a session. In this case, the user can access the form receipt multiple times without any time restrictions. The default timeout is 15 min.
  11. Edit CDN Server URL - Optional CDN Server URL for caching static content.
  12. Edit CORS Headers.
  13. Select the CSRF Protection Host Check checkbox to enable Cross Site Request Forgery (CSRF) protection Host check.
  14. Edit Datetime Format used in the date pickers.
  15. Edit Email 2FA Message - an email message, which is sent to a user, for 2FATwo-factor authentication (2FA), sometimes referred to as two-step verification or dual factor authentication, is a security process in which the user provides two different authentication factors to verify themselves to better protect both the user's credentials and the resources the user can access. Two-factor authentication provides a higher level of assurance than authentication methods that depend on single-factor authentication (SFA), in which the user provides only one factor -- typically a password or passcode. Two-factor authentication methods rely on users providing a password as well as a second factor, usually either a security token or a biometric factor like a fingerprint or facial scan. user account enrolment.
  16. Edit Email 2FA Subject - an email subject, which is sent to a user, for 2FA user account enrolment.
  17. Edit Email Form Receipt Message - an email message for form confirmation or receipt email.
  18. Edit Email Form Receipt Subject - to change an email subject for form confirmation or receipt email.
  19. Edit Email Lost Password Message - a lost password reset email message.
  20. Edit Email Lost Password Subject - a lost password reset email subject.
  21. Edit Email Saved Form Message - an email message for user saved form email.
  22. Edit Email Saved Form Subject - an email subject for user saved form email.
  23. Edit Email Sender Address - a sender email address for generated emails, overriding the global email sender address.
  24. Edit Email Share Form Message - an email message for user shared form email.
  25. Edit Email Share Form Subject - an email Share Form Subject.
  26. Edit Email Submission Status Message - an email message for submission processing status update.
  27. Edit Email Submission Status Subject - an email subject for submission processing status update, for example, ${submission.formName} Update.
  28. Edit Email Task Notification Message - an email message for task notification.
  29. Edit Email Task Notification Subject - an email subject for task notification.
  30. Edit Email Template HTML - an email border template HTML.
  31. Edit Email Template Mode - the location of the email HTML border template to use.
  32. Edit Form Terms And Conditions - the form Terms and Conditions statement the user must accept before accessing the form.
  33. Edit Google API Key - Google API Services Access Key.
  34. Edit Max Save Challenge Requests, default 3 - The maximum number of save challenge requests that can be performed when returning to a saved form before a user is locked out. This maximum is inclusive of any attempts from other sessions for the same submission.
  35. Edit Save Challenge Lockout Minutes, default 15 - The duration in minutes a submission is locked out when the maximum number of save challenge requests has been exceeded, as per Max Save Challenge Requests property. If the Save Challenge Lockout Minutes is set to 0, then the submission is permanently locked out, which requires an administrator to manually unlock this submission.
  36. Select the Search Filter Group Select checkbox to enable the Groups dropdown list in the Work Space Tasks and History tabs. This is the default option.
  37. Select the Search Consistent Read checkbox to search using database Consistent Read in the Task List, History, Reviews and Help Desk pages.
  38. Select the Search Data Extracts checkbox to search for the Submission Data extracts in Task List, History, Reviews and Help Desk pages.
  39. Select a data load type from the Search Data Load dropdown list, such as Eager Data Load or Lazy Data Load, to apply to certain portal pages (Help Desk). If "Lazy Data Load" is used, the page will not attempt to load result data on initial access, instead waiting for the user to initiate a search. This can help with performance on systems with large transaction volumes. "Eager Data Load" means that the page will automatically load data when initially accessed.
  40. Select the search results fetch limit for the Task List, History, Reviews and Help Desk pages from the Search Fetch Limit dropdown list. Default is 200.
  41. Select the Search Filter Group Select checkbox to show the Group Select in the Search Filter on Task, History pages.
  42. Select the Search Filter Jobs by User Org checkbox to enable the Job Groups dropdown list in the Work Space Reviews tab and allows only job coordinators to see collaboration jobs that they are responsible for.
  43. Select the default Search Period for the Help Desk pages from the Search Period Help Desk dropdown list.
  44. Select the default Search Period for the History pages from the Search Period History dropdown list.
  45. Select the default Search Period for the Reviews pages from the Search Period Reviews dropdown list.
  46. Select the default Search Period for the Task List pages from the Search Period Tasks dropdown list.
  47. Select the Search Task Attributes checkbox to search for the Task attributes Subject, Message and Address in the Task List and History pages.
  48. Edit Server Busy Redirect URL - external resource URL to redirect users to if the server is too busy to handle the form request. The default is the Server Busy form space page.
  49. Select the Use Email for Login checkbox to use the email address as the user login name for Local Manager user accounts. It's not selected by default.
  50. Edit User Account Creation URL to specify an alternative user create account URL.
  51. Edit Welcome Page URL - the default welcome page URL, such as index.htm.
  52. Edit X-Frame-Options.
  53. Click Save to update the changes.
Note

If you are using a customized form space, some of these properties may not be implemented.

To create a new form space property in the Properties Edit tab:

  1. Select Forms > Form Spaces.
  2. Locate a form space and click Edit.
  3. Click New to create a new property.
  4. Provide a property unique name in the Name field.
  5. Select a property type from the Type dropdown list.
  6. Click Save to update the changes.

Next, learn how to a configure form space email template.