Home → Using LincDoc 3.1+ → eForm Administration → Settings Basic Options
7.6. Settings Basic Options
The eForm tab on the Admin dialog box contains the basic parameters that control the eForm's general description, status, token options, the output format, and data entry customization options.
Proceed to one of the following sections below for more information:
- Setting the Basic Options
- Setting the Generation Options
- Setting the Data Entry Customization Options
Setting the Basic Options
The following basic options are available for your eForm:
- Description. The description of the eForm previously entered in when creating the eForm.
- Status. Specify whether the eForm is currently in 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. The production status publishes the eForm definition for general use (as permitted by the eForm's security settings).
- Allow use with LincDoc Mobile? When selected, the eForm definition is published for use on mobile devices via LincDoc Mobile.
- Sort order. Allows you to specify a number, which is used to determine the current eForm's or Document Package's position in the list. The numbers are relative to other specified numbers for other eForms or Document Packages.
For example, if you have one item set to "1" and another set to "3", but none set to "2", the item set to "3" will actually appear second in the list. You can also click the clear button to remove any current number.
Important: If a number is not specified for an eForm of Document Package, it will appear below all items that do have a specified order number, and will be listed based on the item's identification number, which was automatically assigned when the item was created.
Setting the Generation Options
These options allow you to specify token-based names, output formats, and whether or not PDF are flattened.
Proceed to one of the following sections below:
Using the Token-based Name Option
The Token-based path for generated documents option allows you to name the generated documents using various predefined and form-specific tokens. You can also specify a folder in your repository where all documents created using this eForm or Document Package are stored. If the specified folder does not exist, LincDoc creates it automatically.
Note: This option is not available with a Laserfiche repository.
Click the arrow button to the right of the large text box to access the token-building dialog box.
The Token-based path for generated documents dialog box appears, allowing you to easily define the tokens (and field names) that will be used to specify your document's storage location and names.
All tokens, as well as a description of each token, are listed on the Tokens tab. Field names, as defined in your eForm or Document Package, are listed on the Fields tab.
You select a token or field for inclusion in the Path text box by first clicking it either tab's list. You can also directly select added items in the Path text box. When an item is selected in any location, it is highlighted (in the example below, the prim_last entry in the Path is highlighted).
The following options help you define the actual path:
- Add. Places the selected token or field into the Path text box at the current location of the cursor.
- Modify. Allows you to edit the DRAT expression for the selected item. The item is selected directly in the Path text box.
- Delete. Removes the selected item from the Path text box.
- < Left. Each time you click this button, the selected item is moved one place to the left.
- Right >. Each time you click this button, the selected item is moved one place to the right.
- Clear. Removes all items from the Path text box.
- Show DRAT. If this check box is not selected, a simplified version path is shown in the Path text box. If checked, the full DRAT expression is displayed, with all syntax.
For example, if the path shown above is used, each document will be stored in a subfolder called med_forms (as specified by the med, _, forms, and / entries). The document's name is then dynamically created using the primary applicant's last name (the prim_last entry) and the primary applicant's first name (the prim_first entry), separated by an underscore. This portion is followed by the year, month, and date when the document was created (the yyyy-MM-dd entry), separated from the rest of the name by another underscore.
Note: The token pattern cannot end with ".pdf" or ".doc" (or any other file extension).
Tip: When editing directly in the DRAT expression, you can put any non-multivalue field names inside the << >>.
Using the Output Format Options
The Output format options allow you to specify the type of file generated when the eForm or Document Package is submitted. In addition, if you are generating PDFs, you can determine whether or not these files will be flattened when generated.
The following options are available:
- Output format. Determines the type of file created when the eForm or Document Package is submitted and saved as a generated document. The available options vary based on type of source document used to create your eForm or Document Package. For more information, see the source format table.
- flatten generated PDFs? When selected, any generated PDFs are flattened, meaning that data elements in the output document cannot be modified.
Setting the Data Entry Customization Options
The following options, available in the Data entry customization area, can be used to customize portions of you eForm's or Document Package's Data Entry View.
- Section long description format. Allows you to customize some display aspects of your section header descriptions (long descriptions). For more information, see Customizing the Long Description Width and Border.
- Field help format. Allows you to customize some display aspects of your field help entries, if any have been defined. For more information, see Customizing the Context Sensitive Help Width and Border.
- Data entry header left. Allows you to specify a custom image, which appears in the upper left corner of the Data Entry View. For more information, see Customizing the Data Entry View Images.
- Data entry header right. Allows you to specify a custom image, which appears in the upper right corner of the Data Entry View. For more information, see Customizing the Data Entry View Images.