This guide will show you how to add form fields to the Forms Dashboard view in KIM.
Go to kynection.upvise.com
1. Click "Forms"
Open the Forms section in the shortcuts menu
2. Click "Recent"
Navigate to the Recent tab.
3. Enter the Form name in the search field.
Enter the Form name in the search field.
4. Select the form from the search results.
Select the form from the search results.
5. Click "All"
Choose the "All" option from the register view.
6. Select one of the completed forms
Select one of the completed forms
7. Click on the 3 dots on the header.
Click on the 3 dots on the header.
8. Click "Edit Template"
Choose the "Edit Template" option.
9. Click "Display"
Select the "Display" option.
10. Click on the "List Columns" field
Click on the "List Columns"
11. Select required fields from the field list
Select required fields from the field list
12. Select and add all fields as required
Select and add all fields as required
13. Click on the back arrow on the header row to save the list
Click on the back arrow on the header row to save the list
14. Click back arrow to exit edit form
Click back arrow to exit edit form
15. Click back arrow to return to the dashboard view
Click back arrow to return to the dashboard view
16. Dashboard view is now updated with the new fields. NOTE: If form is not showing in "Recent" view it can be accesed via "Templates"
Dashboard view is now updated with the new fields. NOTE: If form is not showing in "Recent" view it can be accesed via "Templates"
17. Enter form name in search bar
Enter form name in search bar
18. Select the form template from the search results. Follow steps 9 - 15 to complete.
Select the form template from the search results. Follow steps 9 - 15 as above.
This guide covers the steps to add form fields to the Forms Dashboard view in KIM.
