Do you want to change the order of forms when adding a document?

Then change the order of the process step in the process path, eg move ‘import’ forms and steps to the bottom, so the forms go to the bottom of the list!

Did you know that you can hide multiple sections

within a form by including a comma between multiple section ids eg survey,invoice

Did you know that you can use a field which has a blank content to put a sub form into a box?

That will also mean you can give it a section id from the form the sub form is included in.

It is recommended that you include all fields on all document forms

If you don’t eg. as the enrolment progresses you just add fields as they are requested and don’t have them on the original enrolment form and someone accidently or for another reason applied an earlier step then all values on that field will be lost. Keep control over the complexity of the fields using multiple pages, using hidden fields, and automatically closing sections as necessary.

Document forms that are used on process steps depends on a)

If one is specified on the path or b) which preceding form is used by any of those steps above in the path

Is there a limit to the number of fields I can have?

We find that forms stop loading reliability at about 150 fields, while you can add up to 200 to a form it is not recommended. The reliability of the form depends on the types of fields that you add, eg if you add lookup lists with many entries the loading can be delayed compared to plain text fields. The maximum number of fields that can be stored within a slice is (as at September 208) 2000 - if you need more please contact us, performance can degrade the greater the number of fields stored within the system. A consequence of hitting this maximum is that not all fields will be included on forms.