Component: Form management - Installation guide

Requirements

• Casewhere 2.6 or later

Step-by-step configuration

Form management

• Step 1. Import the product.

You can find the imported file here.

• Step 2. Import the dependencies:

  • Casewhere Global Settings
  • Casewhere Rule Management
  • Casewhere Common Component
  • Casewhere Data Package:
    Import the data packages of Form Management here.
    
    

• Step 3. Configure the worker site components.

Navigate to Worker Site Components. In the top right of the page, you will see a Product drop-down list. Choose Casewhere Form Management.

1. CwFormManagement FormIO Style Override: Customizes the style.
   
2. CwFormManagement FormIO Loader: Loads the Form.io JavaScript.
   
3. CwFormManagement Utilities: Helps Form.io work on CW.
   
4. CwFormManagement Translate: Supports multiple languages.
   
5. CwFormManagement Data Sources Custom Field: Supports configuring form data source custom fields.
   
6. CwFormManagement Data Sources System Field: Supports configuring form data source system fields.
   
7. CwFormManagement Form Data Sources Edit Custom Field Dialog: Supports configuring form data source custom fields.
   
8. CwFormManagement Form Data Sources Edit System Field Dialog: Supports configuring form data source system fields.
   
9. CwFormManagement Edit Form Button Dialog: Supports configuring form actions.
   
10. CwFormManagement FormIO Custom Components: Customizes some Form.io components.
    
11. CwFormManagement FormIO Readonly: Views the Form.io form in read-only mode.
    

We need to attach these worker site components to the worker sites where we want to use form management.

Choose a worker site component, and the edit worker site component view will appear.

In the Worker Sites field (drop-down menu), choose the worker sites that need form management, and then click Save and Close.

Do the same with the rest of the worker site components.

• Step 4. Add pages to worker site.

Navigate to Pages.

Open the page, and you will see a configuration window like the one below. You must add the page to a worker site to make the page work.

Do the same with the rest of the pages.

• Step 5. Set up CDN storage.

Navigate to Form management -> Settings, and edit CDN storage URL.

Demo

• Step 1. Import the demo product.

You can find the demo product here.

• Step 2. Import the Form data sources, the related receipt form and Depression Anxiety Stress Scales form.

Form data sources: CwFormManagementDemoMentalHealthSurvey

Forms: Depression Anxiety Stress Scales Receipt Form

Receipt forms: Depression Anxiety Stress Scales

• Step 3. Configure worker site components.

Navigate to Worker Site Components. In the top left of the page, you will see a Product drop-down list. Choose Casewhere Form Management Demo.

1. CwFormManagementDemo MentalHealthPrivacyPolicyCustomDirective: Privacy policy custom component directive.
2. CwFormManagementDemo MentalHealthPrivacyPolicyCustomFormIOComponent: Privacy policy custom component.

• Step 4. Create a worker site CMS admin v2.

We need to create a worker site to use the demo.

To do this, navigate to the Worker Sites tab and create a worker site with no theme.

Navigate to https://your-admin-site.casewhere.com/admin, and you will see the worker site you just created.

• Step 5. Add pages to CMS worker site.

Navigate to https://your-admin-site.casewhere.com/admin, and in the handling column, choose the Go to page list button.

• Step 6. Click Add page button to create a new page, and then configure the page as you want.

• Step 7. Configure Uri of Form Management Demo worker site.

• Step 8. Add all the demo pages to the worker site.

We add the demo pages to the Form Management worker site and the Form Management Demo worker site.

• Step 9. Go to your form management demo worker site and view the result.