How do I create a Catalogue in Forms Builder?

Each Form is filed under a Catalogue. Catalogues are used to organise different types of Forms, for the sake of orderliness.

The simplest way to create a new Catalogue is to configure the Filters as shown below, and then click on “Add Catalogue” (the Catalogue chosen in Filters is irrelevant). 

The following will appear on the right side of the screen. Fields labelled with a red asterisk are mandatory.

01. Enter a “Name” for the Catalogue to categorise what kind of Forms it will contain.

02. Select what “Type” of Forms will be placed in this Catalogue:

 a. Service Request - for issues, payments, etc, that are reported by Customers

 b. Task - for Forms that relate to the Mobile Working system for members of staff

 c. Case - for Forms that are concerned with the Case Management system

 d. MDM - for Master Data Management, i.e. the updating of Dynamic Data required for Organisations, People, Contracts, and Assets.

03. Select what “Status Lifecycle” will be applied to Forms within this Catalogue, i.e. which Statuses should be applicable to them (Open, Scheduled, Work in Progress, Closed, etc). You can create your own Status Lifecycles via the Back Office.

04. Select at least one “Access Level” for this Catalogue.

 a. Public - anyone can report issues using Forms within this Catalogue, either anonymously or through their Registered Account. Anonymous submitters will only be updated on issue progress if a relevant Report Rule is applied.

 b. Customer - Registered Accounts can report issues using Forms within this Catalogue. Their interactions with the Organisation will be recorded, and they will receives updates on the progress of their issues.

 c. User - staff members, i.e. Users, will have access to Forms within this Catalogue. If you want to limit access to specific Users within the system, you may do so by configuring the Access Roles appropriately.

05. Select the “Status” of this Catalogue, i.e. whether it should be enabled or not.

06. Select whether you wish to “Share” this Catalogue with other Users, via the Form Store.

07. If you wish to integrate this Catalogue with another system, enable “Integration”.

08. You have the option of entering a “Description” for this Catalogue to inform other Users.

09. You also have the option of entering a “Welcome” and “Goodbye” message. When a Customer enters or exits a Form from this Catalogue via the Customer Portal, the messages will display at the top and bottom of the Form, respectively.

Once all of the Catalogue details have been entered, click on “Add” in the top right corner of the screen. The Catalogue will then be added to the Catalogue region.