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Chapter 4 - Metadata & Forms

4C. Tag Forms

Tag Forms - Introduction

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Tag Forms - Setup

Tag Forms are Forms that can be attached to Tags to gather additional information. The Form setup is identical to the Form templates previously discussed in this guide. This section will just cover how to configure a Form on a Tag, please see the Metadata & Forms section on how to create metadata and Forms.

Assigning a Form to a Tag

The following Form was previously created, it is just a simple Form with 2 fields to capture the reason a Proof was rejected.

Tag Form

To assign a Form to a Note Tag, navigate to the Tag list within the Team and select the Tag. In the Form area of the Tag settings, choose the Form from the dropdown list.

To make completion of the Note Tag Form mandatory, select the Mandatory checkbox.

Note Tag. with Form

Within a Note in the User Dashboard Interface, the Tag will contain a Form icon.

Note Tag with Form2-1

To open up the Form, select the Form icon displayed on the Tag.  This will open the Form up for editing:

Note Tag with Form3

Tag Forms - Rights Matrix

Rights are features made available to users. They are assigned within a user's account settings (User role rights). When the user is added to a schema or project configuration, those rights carry over. If a role is updated after it is assigned to a user, it will not update that user. The same applies to schemas and project configurations; if a role is updated after the user is added to them.

User Rights

The User Rights listed below are available when adding a new user or modifying an existing one. These same rights are also available when configuring Roles, Schemas, and Task permissions.

User Role Rights

Right Description
Approvals  
Note approval Notes added to previous versions can be approved
Proofs approval Ability to approve Proofs
Shared proofs approval Ability to partially approve Proofs (not yet implemented)
Project approval Ability to approve Projects
Shared project approval Ability to partially approve Projects (not yet implemented)
Lock proof Ability to lock Proofs
Lock project Ability to lock Projects
Features  
Note Notes can be added to a Proof
Download project Original Project files can be downloaded
LR JPEG download Low-resolution Project files can be downloaded
Print proof Ability to print a proof
Color layer tools Enables the color layer tools feature (Project must also be configured to generate color layers)
Chat Enables the chat feature (Deprecated)
File upload Files can be uploaded to the Project folder
Drive Enables access to the Project drive
Send task Ad-hoc Tasks can be sent out to project members
Send task to everyone (external) Ad-hoc Tasks can be sent to anyone, even contacts not currently defined in the system
LDAP users Ad-hoc Tasks can only be sent to users within an LDAP group
All LDAP Ad-hoc Tasks can only be sent to users within the company LDAP
Management  
Check before notifying ???
Project advanced parameters Grants access to the project dashboard
View tasks sent from all users User can see and manage all invitations for the Project
Resolve note Ability to resolve notes
Delete proof Ability to delete proofs
Delete proof revision Ability to delete proof revisions
Delete project Ability to delete a project
View PRF (read only) The user can access the workflow tab of the project dashboard in read-only mode
Edit PRF The user can access the workflow tab of the project dashboard and change the current step as well as invitations sent out by the system
Time tracking manager Time tracking information entered by users can be viewed and edited
Time tracking user Allows the user to input data into the Time Tracking form
Task todo list manager Ability to see the Tasks for all Users in the project
Task todo list user Tasks can be viewed in the To Do list
Export project history Project history can be exported in a report
Project tags Project Tags can be added (Note: Tags need to also be defined under the Team a user is a member of)
Project archive Ability to archive Projects
Project proofs menu Enables access to the Proofs tab in the project dashboard
Allow tag Tags can be added to proofs and notes (Note: Tags need to also be defined under the Team a user is a member of)
Tag mandatory Tags are required to be added to Notes that are created on a Proof by this user
Allow multiple tags The user can add multiple tags to the same note
Tag form view Ability to view forms associated with tags
Tag form edit Ability to edit data in forms associated with tags
Redraw my note Ability for a User to redraw their own notes (If comments have not been added to the Note)
Redraw all note Ability for a User to redraw another User's Notes (If comments have not been added to the Note)

 

Options

Account management ???
Use Html viewer The HTML 5 interface will be enabled (This should always be enabled since the previous version has been deprecated)
Use project creation wizard The Project creation wizard is shown when creating a new Project
Discard tasks on completion When a task is completed, it will be automatically discarded and moved to the Late task category
ICS task Include a calendar invite attachment to email notifications for tasks
Advanced project filter

Turning this setting on will make Advanced Filters visible in the user's dashboard interface

 

Global Project Settings

Production view The Flat plan view is available
Versions display Previous versions of a proof are available
Comparison view The comparison tool is available for comparing proofs and versions
LR PDF download Low-resolution Project files can be downloaded
Team time tracking admin Time tracking information entered by users can be viewed and edited
Team time tracking user Allows User to input data into the Time Tracking form
Task todo list admin Ability to see the Tasks for all Users in the Projects that the User is a member of

 

 

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