Forms Designer Settings

Learn how to optimize Form Designer settings.

Last published at: January 29th, 2025

This feature is used to optimize the form designer settings. 

You must navigate to the Status - Status page. 

 

Select Settings - Forms menu option. 

 

The Form Settings UI is rendered below. You may optimize the Form Designer, Submit Auto Save, and Form Attachment Permissions settings. 

 

 

Form Designer Auto-save settings.

The Form Designer's auto-save feature is set to OFF by default. Select ON and provide the time duration in seconds. Click the Save button to apply changes. A confirmation alert is displayed in the top right-hand corner. When auto-save is enabled, the application shall save the form definition during design time as configured.  

 

Form Submit Auto-save settings.

The Auto Save feature is set to OFF by default for the Form Submit. Select ON and provide the time duration in seconds. Click the Save button to apply changes. A confirmation alert is displayed in the top right-hand corner. When the auto-save is enabled, the application shall save the form data during runtime as configured.  

 

Form Attachment Permission settings.

The permission type for Form Attachment is set to all users by default. This means when the Form is routed between users, the form attachments from the previous user can be downloaded by the other/participating users during the process workflow (instance). 

You may configure the file attachment permissions to any of the options below. Click the Save button. The changes are applied to the new process instances. 

  1. All users can access
  2. Only users involved in the form
  3. Only users involved in the form and process
  4. Only the people who attached files to the form
  5. Only the person who attached the file.