Forms

13 articles

How do I duplicate forms?

Click on your name at the top of your screen. Select Administration. Click Forms in the Tasks menu. Locate the form you want to copy. Click. Select Duplicate.

Updated by Jennifer B.

How can I find out what forms are available?

Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks menu.

Updated by Jennifer B.

How do I see what task is associated with a form?

Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks menu. If the form is associated with only one task, it is listed in the Associated Task column. If it is…

Updated by Jennifer B.

How do I revert to the previous version of a form?

Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks menu. Click on the far-right side of the form line. Select Revert. Click REVERT in the Revert to Last Pu…

Updated by Jennifer B.

How do I see if a form is published?

Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks menu.

Updated by Jennifer B.

How do I see when a form was last published?

Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks menu.

Updated by Jennifer B.

How do I see who last modified the form?

Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks menu.

Updated by Jennifer B.

How do I assign a custom form to a task?

Option 1: Assign when creating a task Click your name at the top of your dashboard. Select Administration. Click Custom Tasks in your Tasks menu. Click. Click General. Enter the task name. Enter the…

Updated by Jennifer B.

What do I need to know about adding a room shape question to a form?

Room shape questions only affect line items added after the questions are added. When you are creating or editing forms with room-shape questions, you can: Add line items to number question types. Se…

Updated by Jennifer B.

How do I delete a form?

Click your name at the top of your dashboard. Select Administration. Click Forms in your Tasks menu. Click on the form line. Select Delete. Click DELETE in the Delete Form dialog box.

Updated by Jennifer B.

Are any form templates already Web Content Accessibility Guidelines- (WCAG-) compliant?

All ClaimXperience/OneXperience form templates in their original state meet the WCAG 2.1, level AA standard for accessibility. This means that users of screen reader, visual, and keyboard navigation…

Updated by Jennifer B.

What are some of the best practices to use to make forms Web Content Accessibility Guidelines- (WCAG-) compliant?

Add descriptions to images, including animated images, in new and existing forms that provide non-sighted users information that is similar to what a sighted user would understand by looking at the i…

Updated by Jennifer B.

What does it mean when a form is compliant with Web Content Accessibility Guidelines (WCAG)?

When a web page or online form meets the WCAG standard for accessibility, it means information displayed on the screen is meaningfully communicated to and usable by all users, regardless of the way t…

Updated by Jennifer B.