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Creating a New Form

Create a new form when you need to add an externally-created document to Proliance to be used in a plan. Examples of external documents include word processor files, electronic spreadsheets, and computer-aided design files.

Your security role must have permission to create forms. For more information, see "About Security Permissions".

To create a form

1. Open the Forms register.

Forms you manually create can only be added to plans in the same workspace.

2. Click New to create a new document using the default subtype.

— or —

Click the arrow next to New to select another subtype. For more information, see "About Document Subtypes".

A blank form document appears. Some information may already be filled in, depending on the subtype used.

3. Complete the following required information:
• Name:Type a string of characters that collectively identifies all revisions of a particular form. For example, Document X has three revisions. You assign each revision the name "DOCX" to indicate that they belong together. The name must be unique within the workspace. Proliance does not allow more than one form revision to have the same combination of name, revision number, and system revision number.
  
  Note: Changing the name will update all the other form revisions with the same name to the new name.
• Revision Number:Similar to the system revision number, except that you can use your own numbering system. Proliance will attempt to increment the Revision Number intelligently when new revisions are created.

4. If you are performing a workflow action on the document, complete the information required for this action. For more information, see "Form/Template Form Workflow Actions" for a list of preconditions for a specific action.

5. Complete any other necessary information for the document. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main
• Properties
6. Optionally create a review process for the document if you want to circulate it for review.

For more information, see "Creating Review Steps". You can create a review process at any time before the document is circulated for review.

7. Click Save.

Proliance saves the form. Click Exit edit mode when done.

What can I do now?

When you have finished, you can add the form to a plan for the workspace. For more information, see "Adding Forms to a Plan".