AX2110
Axiom forms are created by using Axiom files. To create an Axiom form, you enable the Axiom file for form development by adding a Form Control Sheet.
The first step is to determine which type of file to use as your source file for the Axiom form. Report files and file group files can be enabled for Axiom forms. For file groups, the most common use case is to enable a template for Axiom forms in order to generate form-enabled plan files. However, you can also enable Axiom forms for individual plan files, driver files, and utilities if needed.
Once a file has been enabled for Axiom forms, the Form Assistant task pane becomes available to help you configure the form. The file is now flagged as an Axiom forms file in addition to its native file type (report, plan file, etc.). This means that certain features are now available for that file—such as the ability to open it as an Axiom form in a browser—and the file will display in the list of Axiom forms on the Axiom Forms Server web page (if a user has rights to the file).
NOTE: In general, if an Axiom file is form-enabled, then that file should be dedicated to Axiom forms use only. This means that end users should only interact with the file as an Axiom form—you should not attempt to configure a file so that some users access it as a form and some users access it as a spreadsheet. There are no technical limitations in this regard; it is simply easier to maintain the file and grant user access if the file is limited to Axiom forms use. For optimal performance, the source file for an Axiom form should only contain the features and data relevant to the form—unnecessary content in the file can slow web performance and complicate file maintenance.
Creating Axiom forms using report files
You can create a form-enabled report in any of the following ways:
-
Create a new blank report with a Form Control Sheet. From the Reports menu, click New Form.
It is possible to define multiple form templates for your system. If your system has multiple form templates, then you will be prompted to choose a template when you create a new form. Only administrators can create new form templates. The process of creating new form templates is the same as for report templates, except that the form templates must be saved to
\Axiom\Axiom System\Document Templates\Forms. -
Open an existing report and then manually add a Form Control Sheet. In the File Options group, click Forms > Enable Forms for the active document.
- Create a new report using the Report Wizard. On the Report Options screen of the wizard, select Enable form authoring. When the wizard creates your report, it will also add a Form Control Sheet.
You can save the form-enabled report file to any area of the Reports Library. Keep in mind that users must have at least read-only access to the file in order to view the finished form. You may want to create a folder specifically for form-enabled files and then grant access to that folder as appropriate.
NOTE: In order to create a new form-enabled report, users must have read/write permission AND Sheet Assistant permission to at least one folder. In order to enable forms for an existing report, users must have Sheet Assistant permission to that report.
Creating Axiom forms for templates and other file group files
For all file group files, you can enable the file for Axiom forms using the Forms menu item in the File Options group. Click Forms > Enable Forms for the active document.
In most cases if you want to create form-enabled plan files, you will enable forms at the template level, however you can enable forms at the individual plan file level if needed.
NOTE: In order to enable forms for an existing file, users must have Sheet Assistant permission to that file.
