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6.2. About Form Views
Several different views are used through the form creation process, with both eForms and Document Packages. It is recommended that you become familiar with these views before using LincDoc.
Proceed to one of the following topics below for more information:
Administration View
This view, also known as the Admin View, is the view used to build your form. Using this view (which is part of the Admin dialog box), you create and define the sections and fields that will be used in your form.
More specifically, the Fields/Sections tab on the Admin dialog box contains the relevant options.
This view (and the Admin dialog box as a whole) is accessed using the new option (for new eForms or Document Packages) or the edit option (for existing eForms or Document Packages) from the LincDoc toolbar's admin button.
For more information, see eForm Administration.
Data Entry View
After a form is created using the Admin dialog box (including the Fields/Sections tab and the other options on the other tabs), you can run (execute) the form, which provides access to the Data Entry View. This view is used to actually input information into the completed form.
This view is accessed by clicking the run button on either the LincDoc toolbar ...
... or on the Admin dialog box itself.
Once the form's data is added using the Data Entry View, the form is submitted via the Submit button at the bottom of the Data Entry View, and the final form appears in the Document Viewer.
For more information, see Running a Form.
OpenForm View
This view is essentially the same as the Data Entry View, except that it runs in a dedicated web browser window or tab, instead of in the LincDoc interface.
Note: In the following example, the links on the web browser are obscured for security purposes.
You access this view using the link that appears when you click the link button on the Admin dialog box.
When this button is clicked, the URL for your form is displayed on the Direct link dialog box, allowing you to either click it or copy it.
Note: In the following example, portions of the link are obscured for security purposes.
Also, this view allows you to pre-fill fields on the form. This is done by adjusting the direct link (URL) to have the field ID plus the value you wish to have for that field. The example below shows the normal direct link for running the form with ?prcRep_pn=Demo added at the end of the URL to pre-fill the "Sales Rep" field (field ID = prcRep_pn) with the value "Demo".
More URL formatting:
- Single field pre-filling. Add a question mark (?) to the regular direct link for running the form, the field ID, the equal sign (=), and the field value. For example, https://demo.lincware.com/lincdoc/doc/run/main/demoOB?prcRep_pn=Demo
- Multiple fields pre-filling. Separate the fields with the ampersand (&), i.e., add a question mark (?) to the regular direct link for running the form, the 1st field ID, the equal sign (=), the field value, the ampersand (&), the 2nd field ID, the equal sign (=), the field value, and so on. For example, https://demo.lincware.com/lincdoc/doc/run/main/demoOB?prcRep_pn=Demo&epl_id=55555
- Field value that includes a space character. Substitute the space character with %20, i.e., add a question mark (?) to the regular direct link for running the form, the field ID, the equal sign (=), the 1st word of the field value, %20, and the 2nd word of the field value. For example, https://demo.lincware.com/lincdoc/doc/run/main/demoOB?prcRep_pn=Demo%20User
- Date type field value. Keep in mind that the date format in the URL is yyyy-MM-dd, i.e., add a question mark (?) to the regular direct link for running the form, the field ID, the equal sign (=), and the date. For example, https://demo.lincware.com/lincdoc/doc/run/main/demoOB?today_dt=2099-12-31
Note: This is only for links to running the form. This is not applicable for links to editing a previously saved form, but a similar result may be achieved if you use a custom event.
Document Viewer
The Document Viewer is used to display the "final" form, after the form has been created and submitted via the Data Entry View.
This view also allows you to download, email, and sign the form (if applicable). For more information on this view, see Using the Document Viewer.
Signature View
This special view is launched from the Document Viewer. It only appears if you have signatures in your form.
Note: In the following example, the user name has been obscured for security purposes.
For more information, see Signing the Completed Form.