10.3 Forms for users
Without additional forms for users, each user receives a mask in the user profile, i.e. those fields for viewing, searching and editing in WebDMS that were defined for the assigned mask. Often it can be necessary or helpful if less or more fields are displayed for certain work. To be able to change the view of the fields (forms) flexibly directly in WebDMS, it is possible to define additional forms for certain or all users. These are defined in this menu item:
After activating the menu item 'Forms' an overview of all definitions appears. If no form exists yet, a new definition can be created with 'New'.
With 'Name of definition' a name can be defined, which appears in WebDMS for selection. With 'Desired field mask' you can choose from all existing masks which one should be active with this definition. If the field 'User ...' is left empty, all users get the mask for selection. If certain users are specified in this field, only these users will have access to these masks. At 'Desired selection definition' you can define which records should be displayed after each change to this mask. Notes can be added to the 'Help' field.
If only one definition is defined under 'Fields and Masks' or there under 'Masks', this functionality makes no sense. Or in other words, before defining additional (optional) forms for WebDMS, it is necessary that several masks have been set up.
As soon as one or more additional forms are present here, the functionality is enabled. For this, let's consider the (new) view in WebDMS.
In the bottom line there is a new selection field, where entries can be selected. In our example 'Standard' is displayed first. This means the mask definition that was directly assigned to the user. Additionally in the selection list you will find all definitions that have been created. If another form is selected now, it will be activated in WebDMS immediately.
The new active entry now appears at the bottom of the status bar. Clearly more important (or important in essence) is that when the form 'Mini' is selected, only those fields are displayed that were also specified in the mask Mini. In our example, all fields are displayed in the first form, but in 'Mini' only the fields 'Document type', 'Heading', 'Heading2' and 'Heading3' are displayed.
Within the forms, fields and rights for fields can be defined. Therefore, it is possible that in one form there are rights to edit a field, but in a second (different) form the field is either not displayed at all, or there are no rights to make entries.