Information Sharing: Form Type and Status Management
Form Status:
Information Sharing forms do not support custom statuses. Like other record types in the OWL platform, they rely solely on system-defined statuses.
Form Type:
Each form includes a Type field that can be customized by administrators. These form types are user- defined labels that help classify and distinguish forms based on the organization’s specific needs.
Steps to Add a Form Type in Information Sharing:
- Navigate to the Case Management section in OWL and select Information Sharing.
- Click the Add button to open the Add Information Form Type page.
Two fields will appear:
A text field to enter the Form Type Name
A Department dropdown to assign the form type to specific departments
- Click the green Save button: o If no department is selected, the form type will be added at the organization level o If departments are selected, the form type will be added individually to each selected department
- Toggle the Enable Form Type flag to activate this feature for all Information Sharing forms.
- To enable form types at the department level, activate the Enable Information Form Type flag for each department. This ensures that form types are displayed based on the selected department during form creation or updates.
- Form types can be edited or deleted using the Action Menu associated with each type.
Related to