In Regent’s Smart Form Manager tool, clients with a Regent Fund or Regent Review license can create new smart forms, edit client-created smart forms, and import smart forms from different instances (e.g. QA to Production). Smart forms can be designed using conditional logic to tailor each question to the individual completing the form. Document workflows can leverage the use of smart forms in managing the notification, submission, and review of an application.
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Be on Regent Release 6.5.0.0 or a subsequent Release.
Update Global Permissions → Tools Permissions → Smart Form Manager for applicable user role(s).
Ensure all Active (able to be used) and Inactive (not in use) smart forms are visible.
Accessing
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Smart Form Manager
To access the Smart Form Manager, go to Tools in the left navigation menu and click Smart Form Manager. The following options are available in the Smart Form Manager tab tree-view:
+ Create Smart Form – Begin the creation of a new smart form
+ Import Smart Form – Import/upload a smart form from one instance to another, e.g. QA to Production
→ Active Smart Forms – Access an existing ‘Active' smart form. A smart form is considered ‘Active’ if today’s date falls within the effective Start Date and End Date defined on the Smart Form Information tab.
→ Inactive Smart Forms – Access an existing ‘Inactive’ smart form. A smart form is considered ‘Inactive’ if today’s date does not fall within the effective Start and End Date defined on the Smart Form Information tab.
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Creating (or
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Editing) a Smart Form
To create a new smart form from scratch, select the “Create Smart Form” option in the Smart Form Manager.
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In the UI, the user will be presented with key data fields to be completed. Fields names indicated in red textare required. After the data on this screen is saved, other setup tabs for the smart form are presented and the form is available in either the Active Smart Forms or Inactive Smart Forms menu, depending on the Start Date and End Date values that were entered. Four tabs are used to setup the general information for the smart form:
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