View Forms

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

Manager allows you to view the list of available forms, so you can manage and configure 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:

  • 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:

    • Active
    • Active Non-Test - active forms except any that are in Test Mode.
    • Inactive

To change the order of your list of forms, 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.