Work Space Forms

   Journey Manager (JM) Previously known as Transact Manager (TM). |   System Manager / DevOps |  5.1 & Higher This feature is related to 5.1 and higher.

Work Space has the Forms tab that lists all forms available to a user to start working on.

To filter or search forms:

  1. Enter a search string in the search text field.
  2. Click Go.
  3. Click a form from the list to start working on.

Manager uses form groups to restrict the list of forms that are shown to the user. By default, a form is not assigned to a form group so it will appear in the list. When a form group is assigned to a form, and the form group has the New Form permission set, then it will be only visible to members of the form group.

Next, learn about Work Space tasks.