Define a Job Form Set

Background

Job Form Sets are groups of Job Forms. Job Form Sets enable you to add multiple forms to a job in one step, rather than adding each form individually. For example, when adding a Job Phase select the set of forms required for that phase. (see Related Articles)

Step-by-step

  1. Select Job::Edit Settings menu and click Job Form Sets
  2. Click the New Form Set... button  
  3. Type a name and click the Select... button to the right of Forms:

  4. Check the forms to include in the Job Form Set.

    • The new form set will look something like this:

Using a Form Set: To add the Form Set to an existing job, go to the Job Detail page, click the New Form... button and select the desired Job Form Set.

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