AX1525

Opening Axiom forms

In the Web Client, Axiom forms can be opened in the following ways:

Using predefined hyperlinks in your home page (and in subsequent forms that you may open)
Using the Plan File Directory page (plan files only)
Using the Web Client navigation panel
Using the Axiom Forms Explorer page, to view all forms that are available to you

Using a home page

Your system may have a form home page that is designed to enable navigation to all other forms that you need to access. Hyperlinks within the home page (and in other forms) may open within the current browser tab, or they may open in a new tab. This is configured by the form designer. For more information, see Home page.

Using the Plan File Directory page

Using the Plan File Directory page, you can open the plan files that you have permission to access for a particular file group. For more information on this page, see Opening plan files using the Plan File Directory.

Using the Web Client Navigation panel

By default, the Navigation panel contains links to the Axiom forms and web reports that you have rights to access. The Navigation panel may be customized for use in your system. If your system has installed products, the Navigation panel may be designed to contain links for the currently active product. For more information, see Navigation panel.

Using the Forms Explorer page

The Forms Explorer page in the Web Client provides a built-in way to access all Axiom forms that are available to you.

To access the Forms Explorer:

Click the menu icon in the left side of the Task BarThe gray bar that displays across the top of browser-based Axiom files, as well as various feature pages of the Web Client. The Task Bar provides access to various tasks that are specific to the current area, page, or document. to open the Navigation panel, then select Forms Explorer.

The Forms Explorer is available in the Navigation panel by default, however, the contents of this panel can be customized. If necessary, you can also access this page directly using the following URL:

Example On-Premise URL

http://ServerName/Axiom/Forms

Where ServerName is the name of the Axiom Application Server, and Axiom is the default name of the virtual directory.

Example Cloud System URL

https://ClientName.axiom.cloud/Forms

Where ClientName is the name of your cloud service system.

From the Forms Explorer page you can:

Use the All view to see all Axiom forms that you have permission to access.
Use the Folders view to browse Axiom forms by folder. Depending on the system and your file permissions, you may have available Axiom forms in the Reports Library, in various file group folders, and in My Documents.
Use the Search box to find Axiom forms based on their name.

When viewing lists of Axiom forms, you can switch between Icon View and Detail View. To open an Axiom form from this location, click it.