Create, Import/Export, Archive, and View Form Versions Follow

Topics Covered
Creating Forms
Importing/Exporting Forms
Archiving Forms
Viewing Form Versions

Target Users
Employees

Required Permissions
n/a

What Are Forms?

Forms are fillable documents that one user can ask another user to fill out.  Forms are an integral part of ATLAS Workflows, and it's important to know how they work.  NOTE:  Forms can't be created in ATLAS Workflows, but they can be edited.

Setup

Each of the following actions are relatively simple to do, and they have the same starting point.  First, login to ATLAS Workflows and click on the Administration tab in the top right hand corner of your screen.  Next, navigate to the Forms Category under the Workflow Configuration section of the task bar on the left side of your screen and click on Forms.  This should take you to the Forms Dashboard, where all Form related actions are done.

Creating Forms

1. Navigate to Actions and click New Form.
2. Fill out the Form Name and Form Description.
3. Make sure that the Type of Document is set to Import PDF File.
4. Click on Choose File, select the desired Form from your Device Files, and click Open.
5. Click Add.

See How to Map Form Fields for how to make the Imported PDF File usable.

Importing/Exporting Forms

Importing Forms

1. Navigate to Actions and click Import Form.
2. Fill out the Form Name and Form Description.
3. Make sure that the Type of Document is set to Import an existing Form Export.
4. Click on Choose File, select the desired Form from your Device Files, and click Open.
5. Click Add.

Exporting Forms

1. Navigate to the Search Bar and type in the name of the desired Form.
2. Click on the Edit Icon. (There should be 3 icons to the right of each form.  Hover over each of them and look for the one that says Edit.)
3. Navigate to the Export Button and click on it.

Archiving Forms

1. Navigate to the Search Bar and type in the name of the desired Form.
2. Click on the Archive Icon. (There should be 3 icons to the right of each form.  Hover over each of them and look for the one that says Archive.)

Viewing Form Versions

1. Navigate to the Search Bar and type in the name of the desired Form.
2. Click on the Version History Icon. (There should be 3 icons to the right of each form.  Hover over each of them and look for the one that says Version History.)

Related Articles

How to Map Form Fields

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