Forms

The most important features at a glance
features: forms	details
form designer: extensive field types	This feature offers the user the possibility to build own input masks for forms with the form designer. Various field types such as drop-down menu, date, event, calculation field, links, etc. are available to you when designing your forms.
form designer: dependencies	Dependencies between the fields can be easily defined.
form designer: complex calculations	The designer makes it possible to specify complex calculations.
form designer: required fields	It is possible to define mandatory fields.
form designer: automated filling via workflows	This feature offers the user the possibility to build his own input masks for forms using the form designer. Automated filling via workflows can be set.
form designer: reports and evaluation lists	Create individual evaluation lists online. Individual reports, adapted to your corporate design, can be stored in a wide variety of formats (PDF, PPTX, CSV, etc.).
form designer: form templates	Copy forms from other projects or make use of our extensive template center.
form designer: field-level notifications	You can define events at field level to trigger specific notifications (changing a status, assigning people, etc.)
versioning of form entries	Changes in form entries are automatically saved as a new version. All old versions can be viewed at any time. The changes are documented down to field level. It is therefore always possible to trace which field was changed when and by whom.
form history	An audit-proof log of all accesses to all form entries is available to you at any time. This creates a transparent and secure record of who edited or viewed which form entry, and when.
standard print views	Various standard print views are available. Links to form entries (e.g. images, etc.) can be printed as well.
evaluation lists and views	Extensive filter and sorting options are available for individual evaluation lists and views.
form workflows	The forms module is fully interconnected with the workflow module, so form entries can be sent through workflows as desired.
audit history in reports	If form entries run through a workflow, the check/release history can also be printed with the form reports.
discussions	Discussions at the form level allow you to exchange additional information.
dashboard channel	The overview page of each work area (dashboard) contains the following content for the forms module: Forms changed within the last week. A discussion module can be started for each form data record.

The most important features at a glance

features: forms

details

form designer: extensive field types

This feature offers the user the possibility to build own input masks for forms with the form designer. Various field types such as drop-down menu, date, event, calculation field, links, etc. are available to you when designing your forms.

form designer: dependencies

Dependencies between the fields can be easily defined.

form designer: complex calculations

The designer makes it possible to specify complex calculations.

form designer: required fields

It is possible to define mandatory fields.

form designer: automated filling via workflows

This feature offers the user the possibility to build his own input masks for forms using the form designer. Automated filling via workflows can be set.

form designer: reports and evaluation lists

Create individual evaluation lists online. Individual reports, adapted to your corporate design, can be stored in a wide variety of formats (PDF, PPTX, CSV, etc.).

form designer: form templates

Copy forms from other projects or make use of our extensive template center.

form designer: field-level notifications

You can define events at field level to trigger specific notifications (changing a status, assigning people, etc.)

versioning of form entries

Changes in form entries are automatically saved as a new version. All old versions can be viewed at any time. The changes are documented down to field level. It is therefore always possible to trace which field was changed when and by whom.

form history

An audit-proof log of all accesses to all form entries is available to you at any time. This creates a transparent and secure record of who edited or viewed which form entry, and when.

standard print views

Various standard print views are available. Links to form entries (e.g. images, etc.) can be printed as well.

evaluation lists and views

Extensive filter and sorting options are available for individual evaluation lists and views.

form workflows

The forms module is fully interconnected with the workflow module, so form entries can be sent through workflows as desired.

audit history in reports

If form entries run through a workflow, the check/release history can also be printed with the form reports.

discussions

Discussions at the form level allow you to exchange additional information.

dashboard channel

The overview page of each work area (dashboard) contains the following content for the forms module: Forms changed within the last week. A discussion module can be started for each form data record.

Cross-sectional features across the entire platform
Cross-sectional features – forms	details
central and individual notifications	Notifications can be used to inform you about events related to a form. These can be predefined by an administrator or each user has the possibility to configure them himself. Notifications can be set person-related as well as role-related, e.g. all planners in the project receive this notification.
cross-module links	This feature allows you to have all systemically captured information available anytime and anywhere through a network structure created by means of cross-module links. Information can be bundled in a logical way, e.g. each form data sheet can be linked to other project information – such as documents, dates (meetings, tasks, milestones) or other form data sheets or other objects. This systemic support ensures the quality assurance of the process, avoids errors and increases efficiency.
various sorting and filter functions	Numerous configurable search and filter options – preset and customizable – allow form content to be found or sorted quickly. Each field is addressable and thus filterable and evaluable. This enables a user-specific perspective on different project situations.
standard export	A form data sheet can of course be exported as a PDF file at any time. All links of the form data sheet are displayed below the content in list form.

Cross-sectional features across the entire platform

Cross-sectional features – forms

details

central and individual notifications

Notifications can be used to inform you about events related to a form. These can be predefined by an administrator or each user has the possibility to configure them himself.

Notifications can be set person-related as well as role-related, e.g. all planners in the project receive this notification.

cross-module links

This feature allows you to have all systemically captured information available anytime and anywhere through a network structure created by means of cross-module links. Information can be bundled in a logical way, e.g. each form data sheet can be linked to other project information – such as documents, dates (meetings, tasks, milestones) or other form data sheets or other objects. This systemic support ensures the quality assurance of the process, avoids errors and increases efficiency.

various sorting and filter functions

Numerous configurable search and filter options – preset and customizable – allow form content to be found or sorted quickly. Each field is addressable and thus filterable and evaluable. This enables a user-specific perspective on different project situations.

standard export

A form data sheet can of course be exported as a PDF file at any time. All links of the form data sheet are displayed below the content in list form.

Forms

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