Setting up forms
You create customized forms for gathering feedback and information from publication readers.
About this task
There are three types of forms:
- Document Attached -- Forms that are specifically associated -- "attached" -- to a single document. An example of a document-attached form is a comment. Public comments are available to view for all readers of that document whose usergroup has access to that content (the restriction applies to situations when Collaborative Review is set up with ISHSTS).
- Floating -- Forms that are not associated with a single document. Examples are warranty registrations and application-wide issues reports. Users may view public floating forms in My Settings in their accounts.
- System -- For use by the Collaborative Review application. User Profile and User Preferences in My Settings are examples. Additional system forms cannot be added.
Collaborative Review includes two forms by default: comments that you can add to each document in a publication (document-attached, allow public equal to yes) and issue reports (floating, allow public equal to no). Users who have View Forms permission can view all comments provided the comments relate to content they have access to, because the comments are public. Only users who have the Create Forms permission can add comments to content they have access to, or issue reports. Users who have Manage Forms can view or delete Issue Reports created by other users.
Forms in Collaborative Review use the XForms 1.1 Specification markup. See W3C Recommendation on XForms.
If you delete a form definition, and the instances of that form have already been aggregated, those instances are not deleted. Consider setting up garbage collection to clean up instances after they have been aggregated.