eForms provide the ability to create web forms in IQ and publish those web forms to the IQ Connect server. You can then either e-mail links to the eForms or place links for the eForms on your website and eNewsletters. In this way, people external to IQ can provide data for creating a workflow or correspondence in IQ. You must have IQ Connect configured in order to use eForms. Contact your Lockheed Martin ITC or PM for assistance with setting up eForms for the individual users in your office that will create and publish the forms.
How to create an eForm:
Click the Connect tab and select the eForms submenu link.
Select the Add Form action. IQ displays the eForm Builder record page.
Type the name of the new eForm in the Name field on the General panel.
Click the Name & Addresses tab and select the fields for the Primary Person.
Click the Fields tab and select the Add Form Fields action to define data fields for the eForm.
Complete the fields on the Cosmetics panel for each data field.
If you would like to add HTML formatting to the eForm open the eFormat panel.
To review the contents of the eForm, click the Review Form tab.
Select the Publish Form action when you are ready to post the eForm to the IQ Connect server.
Select the Save and Close action to save the new eForm and close the record.