Change an input form

One of the things you can do in the properties of the input form is to block an input form from being used. In addition, you can also change the fields of the input forms. It is not possible to simultaneously change the same input form in Profit General and OutSite.

To change/block an input form:

1. Go to: General / In & OutSite / Input form / Input form.
2. Open the properties of the input form.
3. Go to the tab: General.
4. Select the Blocked check box if you want to block the input form for use.
5. Select Apply CAPTCHA if you want the user to first type in some displayed words. This allows you to test if someone is actually sitting in front of the screen.

   The tool only appears if Captcha is configured for the site domain in which the input form is applied.

6. Select the Submit file item when sending form check box if you want to save the form in the dossier of a person or organisation. The dossier item type must be present! You need to activate Available for input forms for the dossier item type. If you want it to be possible for the visitor to send an attachment with the form, you also need to select the Link file check box.

   More information: dossier item type

   You can save the completed form in the dossier of the person or organisation. You can only do this if a dossier item type is linked to the input form.

   An exception here is an input form of the type Course Registration. For this input form, a default dossier item type Course Registration (Profit) is available. The workflow Course Registration is linked to this dossier item type.

   To make a dossier item type suitable for an input form:

   In the demo environment, the input form is linked to the Dossier item type . In this example you have a look at this Dossier item type.

   1. Open Profit.

   1. Go to: CRM / Dossier / Configuration / Dossier item type.
   2. Open the properties of the dossier item type..

   1. Open the properties of the dossier item type.: .

   1. Go to the tab: General.

   1. Check if the Available for input forms check box is selected.

   1. Select the Available for input forms check box.
   2. Select the Link file check box if you want to allow attachments to be added to the input form.
   3. Go to the tab: Destination.
   4. Check if at least one destination of the dossier item is set to Optional.

      The destination of a dossier item determines the dossier in which you can add and view the item. You can select multiple destinations. For example, if you select organisation/person as destination then you can open the submitted dossier item from the dossier of the organisation and/or person. You specify the destination per dossier item type.

      For example, if you have linked an input form for an Organisation/Person then you set this destination to Optional. When the form is submitted, you can then select the correct Organisation/Person.

      If you select the available for input forms check box then no destination may be linked with Mandatory or One of these mandatory.

   5. Click on: OK.
   1. Select the dossier item type that must be submitted.
   2. Where applicable, select a feature group that starts a workflow, if one exists.
   3. Enter a description for the dossier item. You will see this description again in all the forms submitted by the customer. You can also filter on this.
   4. In Attachment, specify whether an attachment is allowed or mandatory. By default, no attachment is allowed.
7. More information: attachment allowed

   An attachment can be added to a completed form. You can allow this or even make it mandatory.

   The visitor can use an attachment to quickly and easily add information that does not fit into the existing fields. Consider for example, Images, Word documents or PDF files.

   Whether or not an attachment can be added to an input form is something you set up in the dossier item type and in the input form.

   The maximum file size and the allowed file types for an attachment to an input form are the same as the size and types of a dossier item attachment.

   View/set the dossier item type:

   For the dossier item type, the Available for input forms and Link file check boxes must have been selected.

   1. Check the linked dossier item type.

      You can save the completed form in the dossier of the person or organisation. You can only do this if a dossier item type is linked to the input form.

      An exception here is an input form of the type Course Registration. For this input form, a default dossier item type Course Registration (Profit) is available. The workflow Course Registration is linked to this dossier item type.

      To make a dossier item type suitable for an input form:

      In the demo environment, the input form is linked to the Dossier item type . In this example you have a look at this Dossier item type.

      1. Open Profit.

      1. Go to: CRM / Dossier / Configuration / Dossier item type.
      2. Open the properties of the dossier item type..

      1. Open the properties of the dossier item type.: .

      1. Go to the tab: General.

      1. Check if the Available for input forms check box is selected.

      1. Select the Available for input forms check box.
      2. Select the Link file check box if you want to allow attachments to be added to the input form.
      3. Go to the tab: Destination.
      4. Check if at least one destination of the dossier item is set to Optional.

         The destination of a dossier item determines the dossier in which you can add and view the item. You can select multiple destinations. For example, if you select organisation/person as destination then you can open the submitted dossier item from the dossier of the organisation and/or person. You specify the destination per dossier item type.

         For example, if you have linked an input form for an Organisation/Person then you set this destination to Optional. When the form is submitted, you can then select the correct Organisation/Person.

         If you select the available for input forms check box then no destination may be linked with Mandatory or One of these mandatory.

      5. Click on: OK.

   To allow adding an attachment to an input form or make it mandatory:

   1. Go to: General / In & OutSite / Input form / Input form.
   2. Open the properties of the input form.
   3. Select the Submit file item when sending form check box.
   4. In Dossier item type, select the dossier item type that allows a file to be linked to it.

      If it is possible to link a file, you can change the Attachment field.

   5. Select Possible for input form or Mandatory for input form in Attachment. Initially, an attachment is not allowed.
   6. Click on: OK.

8. Click on: OK.

   In addition, the Fields and Use with tabs are also available. The Fields tab shows all fields that are used in the form. You can add new fields using the Management Tool.

   The Use with tab shows all descriptions for which the form is used. This means that the descriptions cannot be accessed until after the form has been completed.