{"id":20941,"date":"2021-03-24T01:32:26","date_gmt":"2021-03-24T01:32:26","guid":{"rendered":"https:\/\/www.psoda.com\/help\/?page_id=20941"},"modified":"2023-08-23T23:30:07","modified_gmt":"2023-08-23T23:30:07","slug":"a1281","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a1281\/","title":{"rendered":"Add form"},"content":{"rendered":"
This popup<\/a> form can be accessed via the \"Add<\/a>add menu in the top header area of the organisation, programme or project view page, as shown in Figure 1. Alternatively you can access the \"Add<\/a>add popup form at the bottom of the Form <\/strong> tab at this same view page, as shown in Figure 2.\r\n

\"\"<\/a><\/p>\r\n

Figure 1 – Access via add menu<\/strong><\/p>\r\n

\u00a0\"\"<\/a><\/p>\r\n

Figure 2 – Access via form tab<\/strong><\/p>\r\n

This popup is shown in Figure 3 and is used to add a new form for the selected organisation, programme or project.<\/p>\r\n

\"\"<\/a><\/p>\r\n

Figure 3 – Add form<\/strong><\/p>\r\nThis form has the following fields:\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Parent asset:<\/th>\r\nThis read-only<\/em> field shows the organisation\/programme\/project that this form is being added to.<\/td>\r\n<\/tr>\r\nForm template:<\/th>\r\nSelect the form template you want to use for this this form.<\/td>\r\n<\/tr>\r\n
Priority:<\/th>\r\nSelect the priority you want your form here.<\/td>\r\n<\/tr>\r\n
Due date:<\/th>\r\nSelect when you want your form due here.<\/td>\r\n<\/tr>\r\n
Owner:<\/th>\r\nSelect the owner of the form here.<\/td>\r\n<\/tr>\r\n
Form template options:<\/th>\r\nYou will see a list of custom options here defined from the form template. Edit the form template to change these.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n\r\nOnce you are happy with your selection click the “Add form<\/strong>” button at the bottom of the form. This will add a new form with the information that you supplied.\r\n\r\nThe new form can be viewed in the Form <\/strong>tab asset listing at the organisation’s, programme’s or project’s view page, as shown in Figure 4.\"\"<\/a>\r\n

Figure 4 – View from Form tab<\/strong><\/p>\r\nClick the “Cancel<\/strong>” button if you no longer want to add this new form.<\/div>\r\n

Related topics<\/h4>\r\n