If you are using a CMS earlier than v3.0.0, please use the following link: Forms

The CMS presents most transactions (actions that add/edit or delete in some way) using Forms.

The screenshot below gives an example of a how a form may look using the Add Layout form:

Add Layout Form


Forms can have one or multiple tabs to provide further details and options, complete as required.


Use Folders to easily organise items by clicking on Select Folder and selecting the destination folder from the list.

Items that are saved in Folders will inherit the View, Edit, Delete Share options that have been applied to the destination Folder for User/User Group access!

The selected folder file path will be shown next to the Folder field on the form.

Users can also right click a folder to create a new folder to save to and access further options:

Folder Options

Available selections are based on enabled Features and Sharing options for a User/User Group.

Further information for Administrators regarding Folder access and set-up can be found here

Form Fields

Each Form has fields that require completion. Each field has a title that explains what the field represents and help text for additional guidance.

Check Boxes

Options that can be enabled/disabled are presented by check boxes.

Forms accessed from a Row Menu may contain an 'auto submit capability', which when selected allows for forms to be automatically submitted. Take a look at the Grids page for further information.


Every form has a button bar at the bottom for the User to commit or cancel the additions/edits they have made.

Most forms also include a Help button, which provides a link to sections of this User Manual for additional guidance.

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This documentation is licensed under the Creative Commons Licence.