Associate types to sites and upload form

You must associate Supplementary Form types with sites.

Before you start

Make sure you have done this previous step:

• Add supplementary form type definitions

Associate types with sites

1. On the Main menu, double-click Types and sites.

   

   The Supplementary form - Type and Site Query dialog box opens.

2. Do a search query of existing types for a Site.

   

   The result displays in the Supplementary form - Type and site window.

   

3. Click the New button on the main toolbar to add a new row to the table.

   

4. Enter the details for the type/site association. For more information, see Type and site parameters.

5. Click Save on the main toolbar.

Upload Supplementary form

6. Right-click a Site/Type association, and click Upload form.

   

7. Enter a name for the form, as it will appear in the Web application.

   

8. Click OK.

9. Browse to select the HTML5 form you have prepared, and click Open. The form uploads.

   

   The name of the form and the filename now display as details.

   

10. Select the Active checkbox to activate the form.

11. Click Save on the main toolbar.