This article shows how to create and manage form relationships. Form relationships allow related forms to share information and work together more efficiently.
Instructions
Sign in to your site
Navigate to Admin Tools and select Forms Customization:
Click on the Form Relationships button:
Select the form Case Code from the dropdown menu:
Select the form Type from the dropdown menu:
Click on Load Forms:
Click on the Add Forms link:
By clicking the Add Forms button, a new line item will populate. You can now select a form from the dropdown menu:
You can also delete forms from the selected relationship by clicking the Delete link:
Click Save Relationships:
Note:
Users can also select 'Use' from the dropdown to associate forms with a specific type and use. The steps remain the same as above, except they will select Type, then Use, and then Load Forms.
