View Forms

   Journey Manager (JM) Previously known as Transact Manager (TM). |   Platform Developer  |   21.11 This feature was updated in 21.11.

Manager allows you to view all available forms, so you can easily find, manage, and update them.

To view all forms, select Forms > Forms.

Forms are shown page by page, with the maximum number of records per page configured in the users preferences.

To filter or search the forms by one or more criteria, specify the following settings and click Search:

  • Organization
  • Form name or part of a name
  • Form space
  • Form type
  • A form type can be one of the following:

    • Composer SmartForm
    • Maestro Form
    • JS App
    • Dynamic PDF Form
    • Static PDF Form
    • Other Document
  • Status. A form status can be one of the following:  |  21.11 This feature was introduced in 21.11.
    • Active Non-Test - it's an active form except that of in Test Mode.
    • Active - it is in use and readily available to all users. All functionality is allowed.
    • Offline - it can't be used at all. No functionality is available, including DDS, Delivery and so on
    • Inactive - similar to Offline.
    • NoRender - it doesn't allow for new or saved and resumed forms, but ongoing open sessions can be completed. DDS, submits, saves, and delivery are allowed.

To change the form list order, select one of the following from the Sort By dropdown list:

  • Form Name
  • Created By
  • Created Date
  • Modified By
  • Modified Date

Click Clear to reset the search criteria.

You can also perform the following actions:

Click Export Data to export the displayed data as a Microsoft Excel (XLS) file.

Next, learn how to configure a form.