Sample form: Entry in the index

Explanation

This form template can be used to create an address and a search criterion in onOffice.

The form contains various fields from the ‘Address’ category; some of these are defined as mandatory fields, meaning the form cannot be submitted if these fields are not filled in. The form also contains fields from the ‘Search Criteria’ category.

Instructions

1. Copy the form from the template overview and activate it.
2. Ensure that the search criteria fields requested in the form are also enabled as search criteria fields in your version of onOffice under "Tools"->"Settings"->"Administration"->"Search Criteria"
3. ✅ Done

Optional:

• If necessary, add further fields that are important to you, or delete fields you do not need.
• In the form settings, customise the written activity and task or deactivate them.
• If one or more emails are to be sent from onOffice after the form is submitted, e.g. to the form submitter and/or an internal colleague, configure the emails to be sent in "Form Settings" -> "Send Emails".
• If necessary, customise the styling, the URL suffix and the title of the form.
• In the "Form Settings" -> "Styling", specify whether you want to display the form as a multi-step form or as a one-pager.

Notes

• Only fields that are activated as search criteria fields in your onOffice administration can be added to the form as search criteria.