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Before creating a form, it is important to first create all the field that will be present in your form. If you need more information of how to do that, please check this link: Create a new item.

Now that all your field have been created, lets start to create our form.

You have three types of form: the events, the tasks and the directives, each one correspond to the primary forms. Here are the steps to follow:

  1. Login to Shiftconnector with your Solvay ID

2. Go to configuration → Form designer

There you will find a library of forms. It is advised to not create form from scratch but to duplicate defaults forms

3. Duplicate one of the default form or another one if you prefer

4. Change the form name

5. Remove or make unvisible the field that you do not want to keep. It is advised to not remove the global field (the one that have a  in front of their name, but to just uncheck their visibility). 

6. Add the field that are missing

7. If needed change the parameter of the field, this will have an effect only on this specific form and not on every form on which the field is present. 

The parameters that you can change are different for each type of field.

8. Reorder, the form by dragging and dropping the field. You can also modify the size of each field.

9. As soon as your form is done, click on "OK".

10. Save & close

To finally assigned your form to an event/ task/ directive to the navigation tab, you have to create a category. 

11. Configuration → categories

12. Choose the type of category you would like to create: Events/ Tasks/ Directives 

13. Create new category

14. Give a name to the category and select your form.

Once again, you will have the opportunity to change the settings of the field present in the form.

15. Optional: You can select the structure item (correspond to the navigation items)

16. OK

17. Save & close

18. Configuration → Organizational Register.

19. Select the categories tab

20. Select the navigation item on which you want to assign the form

21. Edit

22. Tick the form that should appear in the category field of the form. ( if there is only one category, it is not required to check visible form. You just need to select the category and make it as the default category)

23. OK

24. Save & close












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