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4.5. eForm basic settings
The first panel or tab of the eForm definition is eForm. This section contains the basic parameters that govern the eForm's general description, state, and output format.
Status and Description
| Item | Description |
| Description: | The description of the eForm previously entered in the "Creating an eForm" step. |
| Status: | eForms may be in a test or production status. eForms that are in testing status are not generally visible to end users. LincDoc administrators will also see the field names for each data prompt when running or executing an eForm. Production status publishes the eForm definition for general use (as permitted by the eForm's security settings). |
| Allow mobile use? | This option publishes the eForm definition for use on mobile devices. |
Generation options
Token-based name for generated documents
This field allows you to name the generated documents using various predefined and form-specific tokens. In addition, you can specify any desired sub-directories, and if they do not exist, LincDoc will create them.
For example, say that there is a form where a user is prompted to input first and last name (fname and lname respectively), among other data. Using the string illustrated above, suppose that the user John Doe has submitted the form. The file that will appear in the system will be: John_Doe_01_01_2010.pdf. This allows you to easily configure LincDoc on a form by form basis to name files according to your organization's conventions.
Notes:
- This option is not available with a Laserfiche repository.
- If you do not have a file share set up for the external saving of documents, ie. the only storage is internal to the LincDoc VM, then there is no need to specify directories as the form will only be accessible through LincDoc.
- The pattern MUST NOT end with ".pdf" (or .doc, etc.)
Token tips:
- You can put any non-multivalue field name inside the << >>.
- <<LDuserid>> resolves to logged in user.
- Automatic tokens:
| Token | Description |
| <<LDuserid>> | The id of the currently logged in user. |
| <<YYYY>> | The current year in 4 digit format (ie. 1999) |
| <<YY>> | The last two digits of the current year |
| <<MO>> | The two digits of the current month |
| <<DY>> | The two digits of the current date |
| <<HR24>> | The hour that the document was created (in Military/24 hour format) |
| <<HR12>> | The hour that the document was created (in standard time) |
| <<MI>> | The minute that the document was created |
| <<SE>> | The second that the document was created |
Output Format
This option specifies the document type of the generated documents. Please reference the Source Format table for format limitations.
flatten generated PDFs?
Flattening a PDF does not allow the user to modify any data elements in the output document.
Data entry customization
Section long description format
This setting controls the format of your section headers. See Data entry sections for more detail.
Field help format
The display of your field help entries may be customized. See for Context sensitive help for more information.
Data entry header
You have the ability to control the left and right images when running an eForm. See Data entry images for more information.