FORMS
Forms
The Forms model (separately licensed) can be used to create forms for collecting data from selected users in your organization. You choose which users are to have access to enter data into the form.
There is one type of forms in the Forms model:
-
Scheduled Forms - used to collect data from specific users according to a schedule you set up
When you use Scheduled Forms you can specify how long a form should be valid and whether users should receive reminder e-mails if they have not entered their data by the deadline you have given them.
By using a BMP Form a Form can be made available directly on a scorecard page.
Data that is collected will be entered directly into the database and will be available in your scorecard immediately after users submit it.
To start the Forms model click the Forms icon
in the Toolbar or choose Forms in the View menu.
Forms are stored in Categories, so you must create at least one category before you can create a Form.
Creating Categories
To create a Category right click in the empty area in the Forms model panel and choose Add -> Category.
Category properties
General
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Name - the name "Category" is generated automatically but it may be changed
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Description - an optional text describing the category
Audit
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Modified by - the name of the last user to make changes to the object.
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Last modified - the date and time when the object was last changed.
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Created by - the name of the user who created the object.
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Created - the date and time when the object was created.
Advanced
ID
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ID - a unique ID for the object.
By
default, Corporater BMP assigns consecutive numbers to new objects. You can change the ID to a value of choice that can include either letters or letter and number combinations.
The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.
Access control
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Read accessors - click the Edit button (
) and authorize one or more users and user groups to view the object on Web. -
Add accessors - click the Edit button(
) and authorize one or more users and user groups to add new objects to the object on Web. -
Write accessors - click the Edit button(
) and authorize one or more users and user groups to edit the object on Web. -
Delete accessors - click the Edit button(
) and authorize one or more users and user groups to delete the object on Web. -
Ownership - click the Edit button (
) and grant ownership of the object to one or more users and user groups. Users and user groups who own the object have full access rights to it.
-
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.
