Create and select the idea form

The idea form is a form that users must complete to submit their project ideas. As a data architect, you have the option of creating a new idea form or selecting an existing one.

Create an idea form in the design center (optional)

When workflow is activated, an idea form must be selected for users to enter their ideas and start the review process. Data architects can create and edit idea forms if the default selection does not suit the needs of the company.

  1. In the web app, click Design. If a sandbox is not available, then create one.
  2. In the sandbox, click Templates.
  3. Under Tool Templates, click Forms, and then click Blank Form.
  4. In the sandbox template editor, set up the idea form by adding and connecting the fields you want users to complete before they submit their idea. For more information, go to Form design.
  5. Click Preview to test the form in fill-out mode.
  6. Choose File > Save As > Template Repository.
  7. (Optional) Enter a description to describe the idea form.
  8. Click Browse, enter a name for the idea form, and then click Save.
  9. Close the sandbox template editor.

Make the idea form a management form

The idea form must be a management form. If the form you want to use is not in the list, then add it to the management section.

  1. In the sandbox, click Templates.
  2. Under Management Forms, click Add to Management.
  3. Select the idea form and click Add.

Select the management form to use as the idea form

  1. In the sandbox, click Sandbox Workflow.
  2. Under Ideas, click Select Idea Form.
  3. In the Select Idea Form dialog box, choose an idea form.
    Note

    If the form you want to use is not in the list, you need to make it a management form. For more information, go to "Make the idea form a management form" in this topic.

  4. Click Save.

Verify the idea form is selected

  1. In the sandbox, click Templates.
  2. Under Management Forms, make sure the idea form icon is next to the form you selected.
    Note

    When workflow is activated, an idea form must always be selected; therefore, you cannot remove an idea form from the management section until you select a different idea form. For more information, see "Select the management form to use as the idea form" in this topic.

  3. When you are done making changes in the sandbox and you are satisfied with how they will be applied in the live site, click Publish Changes.
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