EForms are split up into sections called Blocks. These sections can be expanded or collapsed based on your need. Simply click once on the heading of the box to collapse or expand the content.
Drop-down menus are used to select from a pre-existing set of data. Some drop-down menus will only load their data when they are selected. These menus may take a few seconds to display and may show a large amount of data. You can type directly into these menus to filter results based on what you type.
You can use Check boxes to indicate yes or no to a stated sentence.
The date picker allows you to choose a date. Click on the date picker and a calender will appear. You can then click through the months and years to find the date you are looking for. Click a day to input that date. Some date pickers also support selecting a time.
To help clarify a process or how to use a section of a form, some EForms have Information Icons. You can hover the mouse over these icons to display some helpful rollover text. Some also have extended information that is displayed when you click on the icon.
The Attached Documents button allows you to attach a file or document to the current eForm Record.
An eForm can have a special button added to it for the management of Attached Documents.
Attached Documents can also be accessed on the sidebar, under the Tools heading.
Clicking either button will open an Attached Documents Manager.
Here users can upload new documents using the Upload button and Delete documents using the red (-) button.
Use option buttons to select one of a number of different choices.
A Table Control is a custom display of a number of rows of data. These can be filtered for searching, and usually allow you to click on a row to view the record associated with the data (if the table is displaying records).
The buttons in the bottom right corner do the following:
- Expand – Displays the table in a full-page view for examining large tables of data
- Export – Downloads the table data in an Excel format
- Refresh – Refreshes the data contained in the table, to display updated results