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  1. INTERACTION CHANNELS
  2. Instance Management in Teams and the Portal
  3. Interface and Common Functions

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PreviousInterface and Common FunctionsNextSubmissions

Last updated 5 months ago

In the Home tab of Teams, you will see the list of forms assigned to you in the roles of Contributor or Manager through the . This initial view will be the same for both types of roles, but as we saw earlier, when managing submissions, profiles with Manager permissions will also be able to view instances submitted by other users with access to the template.

Each form card has a title and a brief description, which can be completed and edited . Use the Display Name and Display Description fields in the Connect section of the form definition to assign the desired name or details.

If these fields were not completed in the Build application, the Home screen will instead display the text entered in the Name and Description fields.

Each card also has two buttons, which refer to the actions of creating a new instance and viewing the list of submitted entries, respectively:

By clicking on the first option, a new form instance will be generated for you to complete and submit. The data entered will be recorded and saved as a draft, so if you exit the instance and create a new one, you can recover your progress. Keep in mind that each user can have only one draft per form.\

From the second option, you can access the list of submissions made for that template. You can also do this by selecting the desired form in the Submissions tab.

configuration of Authorization Profiles
from the Build application
Home screen
Display Name and Display Description fields
Home screen card
Draft of a form instance
Submissions of a form instance