Form creation & rule management best practices

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Lorne Cohen

• 2020年02月06日 19:55

Hi Everyone,

What are the best practices when we need to decide if we should:

1 - Create a single form and apply rules related to each process activity using that form

Or

2 - Create multiple forms and manage the rules per form.

The cons of the first scenarios is that it is difficult to manage a lot rules on one form. The cons of the second scenario is the difficulty to duplicate common rules for each additional form required.

Looking forward to hearing your experiences!

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  sysberry GmbH

  • 2020年02月06日 21:42

  Hi Lorne,
  in our experience if you have many similar forms (for example multiple approval of one query), then you should go for one form with rules. If there are less then 3 forms or if forms are very different - use multiple forms. If there are going to be a lot of changes in project, than one form should be also a good idea, because of possible inconsistencies for multiple forms.

  Regards,
  Alexey

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  AgilePoint NX Support

  • 2020年02月23日 04:21

  Hi Lorne,

   

  If the forms have their own set of Form controls and if you are using the Rules to hide/show as required for each form then we suggest to have multiple forms. Doing so will reduce the form size and the rendering time of the form both of which are related to the form performance factors.

   

  Thanks,

  AgilePoint Support

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