Define the details of a form

When you edit or create a form, you need to define the details of that form, such as its name, category, owner table, and storage table.

To define the details of a form:

1. Log on to the District view.
2. Select Admin > Forms. A list of forms appears.
3. Do one of the following:
• To edit an existing form: Select one of the existing forms, and click Details on the Forms side-tab.
• To add a new form: Select Options> Add.

• The Form Definition page appears.

• 

4. Use the following table to enter information in the fields:

5. Field	Description
   ID	Type an ID.
   Name	Type a name.
   Category	Select the form category.
   Sequence Number	Type the number that determines the order in which this form appears in the Forms Manager.
   Report ID	Click to select the associated report, if applicable.
   Window width and Window height	Type the number of pixels to determine the size of the window in which the form appears.
   Special education	Select this checkbox if this is a special education form.
   Professional Development	Select this checkbox if this is a professional development form.
   Student?	Select this checkbox to make this form available from the Forms Manager in all views with the Student tab, Documents side-tab, Forms. To have this form listed on the Forms Manager, the following two conditions must be met: Set this field to Y; and In the form’s details (Admin > Forms > Details), the Owner Table must be Student. This checkbox must be selected if you want users to complete and submit the form from a mobile device.
   Discontinued?	Select this checkbox if this form is not currently in use.
   Mobile compatible	Select this checkbox if you want users to complete and submit the form from a mobile device. Note: This field is not associated with the updated Family portal interface.
   Go compatible	This field works in conjunction with the Go Template > Name field below. To have a form appear on a parent's mobile device in the updated Family portal interface, enable this field and select a JSON (JavaScript Object Notation) compatible form below.
   Go Template > Name	This field works in conjunction with the Go compatible field above. To have a form appear on a parent's mobile device in the updated Family portal interface, enable that field and select a JSON (JavaScript Object Notation) compatible form here.
   Owner Table > Name	Click to select the table that provides the main subject for the form. For example, for a conduct workflow a method of coordinating multi-step processes involving one or more users form, the Student table would be the owner table. Enter a table here if you want users to complete and submit the form from a mobile device.
   Storage Table > Name	Click to select the table that provides the data storage for the form.
   Require owner privileges	Select this checkbox to force Aspen to check for owner table for permission to modify the fields of this form.
   Creation type	Select one of the following creation types, which determines if the records already exist in the storage table, or if the record is new to each instance of the form: Insert (new) Update (pulls from existing)
   Scale type	Select if a user can create One or Many forms in the Forms Manager.
   Advanced	The Post mapping,Storage query, and Storage values fields let you use XML eXtensible Markup Language to expand the capabilities of the form when attaching a form to a workflow. Click to edit. Click to upload a file. Note: Use the Post mapping feature to pre-populate the form from or post data to other tables in the database. Examples: You can use this feature to pre-populate a staff credentials update form with a staff member’s existing credentials. Use it with a workflow that allows teachers to recommend next year's classes for their current students, with an approval process and table being updated. For more details on examples, see Use Post Mapping with Forms and Workflows. The Detail action field is used by the Aspen Development team to call a procedure.

5. Click Save.