eForms tab

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The eForms tab shows all available eForms in your installation. Any of the forms can be used on tasks in one or more events.

Key info

• There are three eForm types, and they are easily identifiable by an icon:

  : Standardized eForms developed/maintained by SilkRoad

  : Custom eForms that SilkRoad developed for you

: eForms you created using eForm Builder

• Click beside a eForm to view version information. The current version of the eForm appears in the top row. Version information includes version, date version was created, and user who published the version.
• When an eForm is checked out by another user, you cannot edit it.
• Undo Checkout discards any changes, including saved changes, since the eForm was checked out. The discarded changes cannot be recovered.

Good to know

• Publishing saves all the current changes and makes the eForm active. Employees who access an eForm from a task for the first time get the latest published eForm.
• When an employee clicks on an eForm link from an incomplete task, if the eForm does not exist, it is created from the latest published version.
• When an employee clicks on an eForm link from an incomplete task, if the eForm exists, the existing eForm is opened for edit.
• When an employee clicks on an eForm link from a complete task, the existing eForm is opened for view and print only.