Foundation Documentation and SupportV6 User Manual WorkspacesHow do I add a Form to a Workspace? (Version 1.1)

How do I add a Form to a Workspace? (Version 1.1)

There are three ways to add a Form to a Workspace.

1. Adding a Form to a Workspace from the Workspace tool:

1.1. Navigate to the Workspaces menu...

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We will locate and select "Workspaces" from the menu options...

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Select the Workspace you want to add the Form to...

For our example, we are going to use one called "A Workspace Example"...

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1.2. Click "Edit Workspace"...

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1.4. Select "Form" from the Type...

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Then choose which Form to add...

For our example, we will select "An Easy Email Form" from the drop-down menu...

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Then click the SAVE button...

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1.5. Save the Workspace.

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2. Adding a Form to a Workspace from the Flow Tool:

2.1. Edit the Form from the Flow Tool...

2.2. Click on the "Add to Workspace" icon (it looks like a suitcase)...

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2.3. Choose the Workspace that you want to add the Table to, and click SAVE.

For our example, we selected "A Workspace Example" from the drop-down menu...

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2.4. Congratulations! You have added a Form to a Workspace.

3. Add a Form to a Workspace from the Form navigation menu:

Open the Navigation menu...

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Find and select the "Forms" option...

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Find and select the Folder you want...

For our example, we will use a Folder called "Doc Data Set"...

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Find and select the Table...

For our example, we will use a Table called "Campaigns"...

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Find and select the FORM...

For our example, we located "A Social Form", and then selected the "File" icon to make changes...

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Once the "File" Tool has opened, we can click the "Add To Workspace" button (that looks like a suitcase)...

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1. We located a specific Workspace to add it to...

2. We clicked the SAVE button when finished.

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Congratulations! You have added a Form to a Workspace.