Share with Others - Form

The Share with Others function enables users to share a form with another EAM user via a link. This function can be used to share either a blank form or a specific record. Copy the link to share a form using methods such as email or dashboard link.

More information about creating URL dashboard plug-ins.

the Selected radio button is a holdover from share view with others, and has no purpose on a form so will eventually be removed - EM

Note:  Share with Others is also available from a View. More information about Share with Others - View.

Example:

  • Open a blank or existing form.

    • To share a blank form, proceed to step 2.

    • To share a specific record, complete the desired fields and select Blue floppy disk save icon.

  • In the form, select the Menu Circle with 3 horizontal lines menu icon and select Share with Others .

    Note:  You must select Share with Others from the form's Menu. This button functions differently from a view.

    The following dialog appears:

    • The Dataset Name displays the unique ID for the record you are sharing. If you are sharing a blank record, the Dataset Name will be 0.

  • Select Copy.

    Note:  A message may appear asking if the program can access the clipboard. If such a message appears, select Yes.

  • Paste this link into a Notepad note, Microsoft Word document, email message or other form of communication with another EAM user. A user can enter this link into a web browser to access this shared Form.

Note:  The EAM application tab that opens from a shared form link will display the form type and "0" for blank forms or the unique ID for specific records.

From a URL link:

  • Paste the shared Form URL into your web browser's address bar in a new window or tab.
  • Press Enter on your keyboard. *This action may vary depending on your device or browser.

  • The browser page displays the message Routing In Progress. When routing is complete, your browser opens the EAM form:

    If you have EAM open in another browser or browser tab:

    • The page will display the message Routing Successful - You can close this window at any time.

    • Return to the open browser tab containing your current version and session of Lucity. The shared Form is now open in a new EAM tab.

    If you do not have EAM open in another browser or browser tab:

    • The browser tab on which you entered the URL opens the shared form in the EAM application.

From a URL link used as a dashboard plugin:

  • From the EAM dashboard, select a link to a form.
  • The form opens for editing.

More information about using advanced form routing to link to EAM Web