8.1. Form Behavior

This module allows administrators to access and manage form behaviors across all platform applications. It also facilitates the bulk assignment of resources to forms.

*For guidance on common form features and functions, please refer to the dedicated section in the manual.

A. Modifying Form Behavior Properties

To view and edit the properties of a specific form behavior, double-click on it from the grid. This action populates the fields in the Properties accordion with the relevant information.

1. Form Title: This field allows administrators to set the display title of the form.
2. View Order: This field allows administrators to set the view order of the form behavior—that is, the order in which the form appears in the form menu or its assigned category.
   • Administrators can enter this number either manually or by clicking the increment/decrement arrows.
     

     **If 0 is entered, the form will be positioned at the end of the order.

3. Category: This field allows administrators to choose the form category from a dropdown menu.
   • When a category is selected, its view order is displayed in the Category View Order field.
     

     **Categories are retrieved from the Form Categories section of the Designer program.

4. Category View Order: This field displays the view order of the selected form category—that is, the order in which the category appears in the web application.
5. Authorized Resources: This field allows administrators to choose the authorized resources or receivers for the form from a dropdown menu.
   • Resources can be departments, roles, users, or groups. Multiple resources can be selected at a time from the dropdown.
     

     **Assigning a resource to a form grants that resource permission to access and interact with the form.

     !!Resources can only be assigned to starter forms. If a non-starter form has been selected, the Authorized Resources field will be disabled.

6. Template & Titles: This sub-accordion serves as a container for fields related to configuring template settings and multilingual form titles.
   
   • Select Template Output Type: This field allows administrators to choose the template file type from a dropdown menu.
   • Form Title in [Language]: This field allows administrators to set the title for the template in different languages.
     

     **Currently, only five languages are supported on the web server: English, French, German, Arabic, and Hebrew.

   • Word Template for [Language]: This field allows administrators to upload a template file for the corresponding language.
     • If selected, a file dialog will appear, enabling administrators to browse and choose files from their local system.
       

       !! Upon upload, a unique identifier is automatically appended to the file name to prevent naming conflicts and ensure the integrity of existing files.

7. Apply Changes: This button allows administrators to save and apply changes made to the selected form behavior.
   

   !!Any changes made to form behaviors in the DBP web application will be automatically updated in the Designer, and vice versa.

B. Assigning Resources to Forms

In the Assign Resources to Multiple Forms accordion, administrators can assign a single resource (department, role, user, or group) to multiple forms at once.

1. Assigned Resource: This field allows administrators to choose the assigned resource or receiver for the forms from a dropdown menu.
   • A resource can be a department, role, user, or group.
     

     **Assigning a resource to a form grants that resource permission to access and interact with the form.

2. Forms: This field allows administrators to choose the forms to which the resource will be assigned.
   

   **Only starter forms are displayed in this dropdown. Multiple forms can be selected at a time for assignment.

3. Authorize Resources: This button allows administrators to save and apply the assigned resource to the selected forms.