Make templates live - j5 - 28.0 - Help - Hexagon

j5 Control of Work Help

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j5 Version
2019

IndustraForm templates are made live in j5 IndustraForm Designer. Typically, IndustraForm templates are only made live after they’ve been modified. For information on how to modify an IndustraForm template, refer to Modifications.

To make all the IndustraForm templates, option lists, and themes in a folder live, right-click the folder and select Make Folder Live.

To make individual IndustraForm templates live, right-click the relevant IndustraForm and select Make Live. To make its associated option lists and theme live, use the same method.

When the form templates have been made live and their relevant types have been configured, the individual form Add buttons appear in their modules.

The j5 sample IndustraForm templates give examples on how to handle a range of scenarios and workflows but are not intended to be used without modification. However, you may want to become familiar with their features before modifying them. We recommend that if you want to become familiar with the template and general j5 Control of Work features:

  1. Make the sample templates live on your testing j5 server.

  2. Familiarize yourself with the template and Control of Work features (Refer to Template features for user and modification guidance)

  3. Modify the templates (Refer to Modifications).

  4. After testing the modified form in the j5 IndustraForm Designer, make the modified form live on your j5 Production server.