Form Settings - TaskForm

Accessing a Form’s Settings is achieved when viewing your Screens list, by navigating to Apps>Screens and hovering over a screen and, clicking the Settings option that becomes available.

Also, the Settings option is available under a page’s title when viewing the Form’s Designer or Connector’s page, for swift navigation when designing or adding connectors to push data out of the platform.

On the Settings page, you have access to the following:

Options

Our platform provides a simple versioning and publishing approach to managing your screens. This means that after creating a new screen, its state will be in “Draft/Test Mode” and only assigned test users will be able to view the screen. After publishing, the screen will be available to all users unless stricter access rules have been applied and if the screen’s associated with a folder, the screen will then be available to selected users and/or a user group.

Folders are a useful tool to manage and distribute screens to your users, read more here about managing Folders.

However, the screen’s options and information available on the Settings page are:

Options (Export/Import/Lock/Publish/New Version/Archive/Trash/Save)
Screen Info (Type/Status/Version/Updated)
Linked Folders
Linked Screens
Version History

Below is a list of buttons that appear on the top right-hand side of the form builder and explanations as to what they do.

	Download an Excel (.XLSX) file of the screen that can be used to make bulk alterations or simply to save a copy locally.
	Import an Excel (.XLSX) or Comma Separated Values (.CSV) file which must be in the required format. A downloadable template in the required format is available after clicking Import.
	Locks the screen preventing multiple users from editing, except for the user that locked it until unlocked.
	Publishes a new screen version and mobile apps automatically download this new version.
	Creates a new draft version of the screen. Draft versions are not visible to the mobile app until published unless test users are assigned. Note, that users will still have access to the previously published version except for assigned test users.
	Archives the screen and automatically removes it from the mobile app.
	The screen and all of its associated data and versions will be moved to Trash and will no longer be available for use. You will have 30 days to restore from the Trash area before the item(s) are permanently deleted from the system.
	Saves any changes made.

Note, that depending on the state of the screen, i.e. Published/Draft or Archived, the above-mentioned options display respectively and a few are present on the Form Designer and Connectors page of a screen.

Basic Settings

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Tags:

Screen Title	The title/name of this Screen will be used for any default display to the app user (e.g. in the title bar). If you wish to categorize this Screen by a code or other external identifier, see the External ID option.
Icon To Display	Select the icon that displays in-app.
Description	Enter a description of the Screen’s purpose/functionality.
User Can Keep History	The number of days that data entries for this Form will remain on the user’s device in a read-only state. A value of zero means that no history will be stored.
Display Row Title