Creating / Managing a Form Group - NexOne Agent

Creating Forms

Creating groups of forms will help you save time and customize your workflow when using NexOne Agent.

1: First, go to the “Forms” Section.

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2: Select the forms that you would like to add to your new group. Simply click the name of the form on the scrollable list to the right. All the forms that you select will appear on the left hand side. To remove one of the selected forms click the X next to the name in the left hand list.

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3: When the forms have been selected, click on Create/Add to Group.

4: After Selecting this tab, a new window will appear. In the top bar you;

• Give your form group a name

• Review the selected forms.

  • You can also click and drag the forms into a specific order.

• You also have the option to share this group with other users in your organization.

• Select Create

4. If you would like to add these forms to an existing group, simple scroll down in the window, select the group name that you would like the forms to be added to and select add to group.

5: After making your selection, you will be brought back to the forms section. To view the groups, select “My Groups” and you will be redirected to your groups section.

6: Once in the groups section, you will be able to view your groups and their related forms. You can select the group and edit the forms or select populate which will allow you to begin filling them out!

Preset Values

If you select “Preset Values” to the right of the form group, you will be prompted to fill out the forms. Any information you enter via Preset Values will auto-fill each time you populate from that group.