Workforms allow you to create a template with default fields that can be used to create new records.
Creating Workforms
Any new record can be saved as a workform by clicking on the "save as workform" icon.
You have to assign a name and a description. The name should start with the duty station creating the workform (NY or GE) and cannot include spaces or special characters, for example:
- NY_bib_straight
- NY_bib_pub_sym
The description should be short and concise.
After entering the name and description, click to save the workform.
Editing Workforms
To edit a workform, click on the "Create Record" link, select the type of record the workform is related to, and in the pop-up click on the "edit workform" icon.
Deleting Workforms
To delete a workform, follow the steps above to edit the workform, and the click on the trash can icon to delete the workform.