Here's a high-level overview to help you navigate the Pilotis Forms effectively:
Using the Side-Menu
On the side-menu, you will find the following sections:
Templates
This section displays all your templates. Templates are pre-designed structures that serve as the foundation for creating forms. They include predefined fields, layouts, and settings that you can customize according to your needs. Templates help you save time by providing a starting point for form creation.
Grid View & List View
This page can be viewed in two ways:
Grid View - displays all of your Templates in a grid-style view with a preview image.
List View - displays all of your Templates in a more traditional style list/table view.
To switch between these two views, click the icon highlighted below at the top-right of the page:
Searching & Filtering
The Templates page has the option of searching and filtering.
Searching: the Search bar at the top of the page can be used to search on all your existing templates.
Filtering: located beside the search bar, the filter button will open up the filter panel on the right-hand side. This will allow you to filter your templates by: Team, Categories, State, as well as sorting options for Title, Newest, or Oldest. Apply the filters you would like then click the "x" button to close the filter panel.
Pagination
The Templates page is paginated, meaning that as more templates are added to the system, the list view will be split out into separate pages. You can see all the pages at the top of the list view and navigate between pages as required.
Create a new Template
To create a new Template, click the "+ New Template" button. More information on how to create a Template can be found here.
Forms
This section displays all your form requests. Forms are the actual instances created using templates. These are the documents that users will fill out to submit information. Forms collect data based on the structure defined in their corresponding templates.
Searching & Filtering
The Forms page has the option of searching and filtering.
Searching: the Search bar at the top of the page can be used to search on all your existing Forms.
Filtering: located beside the search bar, the filter button will open up the filter panel on the right-hand side. This will allow you to filter your forms by state, and also sort by: Newest first, Oldest first, A->Z, or Z->A.
Pagination
The Templates page is paginated, meaning that as more templates are added to the system, the list view will be split out into separate pages. You can see all the pages at the top of the list view and navigate between pages as required.
Sending out a Form Request
To send out a Form Request, click the "+ Issue Form" button. More information on sending Forms can be found here.
Analytics
This section is your Analytics dashboard. More info on this can be found here.
Settings
This section hold all the various settings for Pilotis Forms, including Org Settings, Billing, Users, etc. Once in Settings, you can select the relevant section via the side-menu. More information on the Settings pages can be found here.
