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Forms Master Training

Who should attend?

Staff who will be in-putting content for forms on the internet and wish to discover how easily they can put in content, validation rules and make alterations and/or additions before publishing eforms.

Objectives

To provide practical training of the most common features of the FormsMaster used by staff authoring and/or editing content, including inputting different content types, previewing, checking and changing content before publishing on the internet without having the knowledge of HTML or server side/client side scripting.

Course content for Form Builders

By the end of the course participants will understand:

  1. Form Building
    • Add Form
    • Add Page
    • Add Question
    • Add Fields
    • Set Validation
    • Create Display Rules
  2. Form Administration
    • Management of Routing the Data
    • Using the Treeview Capability
    • Printing Options
    • Creating a Confirmation Email
    • Retrieving Data from a Database
    • Publishing the form
    • Viewing submitted data
    • Re-running Routing Rules
    • Delete the Form
    • Set Form Metadata Defaults
    • Searching for Forms
  3. Using the Workflow System

Course content for Form Administrators

By the end of the course participants will understand:

  1. User management
    • Creating User's
    • Assigning User roles
    • Deleting User's
  2. Advanced adminstration features
    • Creating Data Sources
    • Un-locking Forms
    • Importing/Exporting Forms
    • Creating Email Templates
    • Management of System Statistics
    • Setting up Default Styles
    • Management of Printout Defaults
    • Creating Page Text Defaults
    • Field Blocks Administration
    • Workflow Management
    • Automated Daily Jobs
    • Back-up Routines
    • Setting up System
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