Associating Forms in a Project




Projects are used to group information from various sources into one collective source. Forms can be associated with projects from the Form - Projects tab, or from within a Project by pressing the Forms tab. The following sections discuss associating a form from these two methods.

From within the Project

  1. Navigate to a project then select the Forms tab.

  2. Select the Form Associations button to launch the Assign Forms to Projects Window.

  3. Select a Form template from the drop down list under Available Forms.

  4. Select one or multiple forms to associate with the project from the left hand pane.

  5. Select the  button to assign the forms to the project.

  6. Use the  button to remove forms as needed.


Note: You can use the filter from the screen below to find a form you want to associate with the project.

Assign Projects to Form View
 

From the Form

When the form is existent and you need to associate it with a project, you may also follow these steps:

  1. Navigate to the form you with to associate through a Form Dashboard.

  2. Drill down into the form in Edit mode and select the Projects tab.

  3. Select button to launch Relate Projects screen.

  4. Select the project from Available Projects and use the button to associate the form to the project.

  5. Select the button to remove a form from a project.

  6. Select Finished when done.


Note: You may also create a project when creating a new form, or from within an existing form.

Relate a Project to a Form View



When Creating the Form

Forms can also be assigned directly to projects at the time they are first saved. This would be used in the event it was known that the form and project were related. The following steps associate a form to a project when it is created.

  1. Follow the steps for How to Fillin a Form.

  2. Once the form is saved select the Project tab.

  3. Select the Modify Related Projects button to launch Relate Projects screen as above.

  4. Select the project from Available Projects and use the  button to associate the form to the project.

  5. Select the  button to remove a form from a project.


Note: You may also create a project when creating a new form, or from within an existing form.