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Adding, editing and deleting form groups in InForm
Who is this article for?Administrators who want to learn to add, edit and delete form groups in InForm.
Administrator permissions are required.
This article provides a comprehensive guide on how to add, edit, and delete Form Groups, enabling administrators to efficiently categorise forms, control access, and streamline form management processes within their organisation.
1. Settings
Video: Form Groups
The Settings tab is only available to the system administrator and is where the form groups that are available within Lucidity InForm are created and managed. Form groups are categories for filing forms and enables forms to be restricted to specific users or user groups via Lucidity Access.
2. Form group permissions
It is important to note that when a new form group is added to InForm, it will not be accessible to any end-user who has scoping applied. For example, an end-user named Joe Bloggs has been scoped to only allow access to forms in the Safety Reports form group. If an administrator creates a new form group called Site Inspections, Joe will not be able to view any forms or form records under the Site Inspections form group unless his permissions are updated in Access.
Various options are available to manage form groups, from the Settings tab:
2.1. Add new form group
- Click Add New.
- Enter a name for the form group.
- Click Save.
2.2. Edit form group name
- Use filters to locate the form group that requires editing.
- Click Edit on the far right.
- Edit name as required.
- Click Save.
2.3. Delete form group
- Use filters to locate the form group that requires deletion.
- Click Actions on the far right.
- Click Delete.
- Confirm deletion.
Deletion of a form group will remove the form group from the Form Records page. Any associated form records can now only be access via the List All option. Deletion of form groups cannot be undone so always proceed with caution when using the delete button.
3. System settings within Access
Some settings for InForm are managed via the Settings tab within Access as they apply to more than one EHS Core application. These include:
- Division
- Location
- Business Unit
- Project