Application forms

Copy page link, useful to copy the URL of your current application form to the clipboard, so it can be pasted wherever you need (e-mail, notification, etc.).

Show history in tooltip, so every time you hover over any field on the form, a box will be displayed providing information on how the field has changed (i.e., value set, editor fullname, date and time and form when/where it was updated). Note that an administrative setting is requested for this to work (otherwise, only the latest update of the field is provided).

Show same record in other forms, to be able to view the current selected record while navigating through forms of the same data table. Not supported for Table section.

Open in form designer. Only available for administrators.

Toggle rule debug tool. Only available for administrators.

The quick filter box, where a filter can be applied by typing the wished record name (and/or the text field(s) selected to be displayed in the Record selector, if available) and then push the Enter key or click on the icon, in order to show a resulting list. This filter is always case-insensitive. The characters ? and * may be used, where ? is translated as any one character, and * as any number of any characters; for instance, typing A?9 as filter would display records that start with A followed by any character and have 9 as their third character, i.e., like _A19, Ab9, A-9, but typing A*9, would display records that start with A and end with 9, i.e., like A19, Ab9, A-9, A0000009, ABCDE9.

The Filter result bar, that shows the time when the list was last refreshed and the icon, used to reload the record list.

The list of records available to the user, depending on the result of the filter (if applied) and on the access rights granted to the user’s role.

The Showing results bar, where the user clicks the right or left arrow at the end of this bar to navigate to the next of previous subset (the records are divided in subsets of 50 records in order to shorten the total list), respectively.

(Quick Excel report) Create Excel file with available records in this section of the form. This is a useful and quick way to export to Excel only records and fields displayed at the moment of clicking this icon, e.g., hidden columns in a Table section would not be included in Excel. Note that records may be filtered by the Quick filter, Record filter or by the dependency on other section (i.e. parent section) before clicking on this icon.

Create new, to blank out the form (or add a new row, for Table sections) in order to enter data for a new record. The new record must be saved after this.

Save, to store data (either after creation or after any change made on the current record). Note that a window may pop up for you to choose a record group in case there are several available, and no default group is set by the administrator. In case Save is performed after changes on multiple records in a Table section, a confirmation window will pop up for you to review such changes, which can be optionally hidden.

Revert, discards unsaved changes (available for offline forms).

Save as new, to create a new record based on the current selected record (i.e., a copy of a record).

Save as new, to create a new record based on the current selected record (i.e., a copy of a record).

Delete, to permanently remove the current selected record.

Arrows to navigate to the previous/next record in the Multi detail section.

Chart components include a control bar with icons to perform actions.

For pictures uploaded to the form via the Media component, the Image editor is available to, for example, draw a circle of a certain color to highlight an area. This is done by clicking on the pencil icon, which displays a screen with tools to rotate and/or draw on the picture. Once saved, the final image will overwrite the original one, but as a .jpg file. Note that there can be a "template" image, i.e., an image available on the form by default, that can be of course edited in the same way described above.