Publishing Forms

You can publish both Search/Results and Edit forms locally. The topics covered in this section are:

Publishing Forms for User or User Group

This task explains how to publish forms for a user or user group:

  1. Click Forms Editor in the Administration pad.

  2. Expand classes until you locate the class for which you want to publish a form. Select the class and click Show Forms.

  3. Click the name of the form to publish. The Forms Editor appears.

  4. In the Base Form: drop-down menu, select Publish form. In the Available User Groups section, select the groups to which you want to publish the form. Using the button move those groups into the Published Groups section.

  5. To publish to specific users, select a single group in Available User Groups, and click Show Users. In Users for selected group, select the user (s) to whom you want to publish the form. Using the button, move the selected users into the Published Users section.

  6. To set specific preferences for the selected groups and users, click Set Preferences.

  7. On this page you can set the following:

    • Preferred Flag option: set the value to indicate whether the form is the preferred form for a group or user.

    • Preferred config for Properties Window option: set the value to indicate whether to display the selected form in the Properties window by default.

    • Login preferred config option: set the value to indicate whether to display the selected form as a preferred form at login.

    • Easy Search Config option: set the value to indicate whether to use this form for context searching.

  1. When you have set the desired preferences, click OK. Back in the Publish Page, click OK to publish the form.
    The form is published for the selected users or user groups.