Application screens in CMS Forms

CMS Forms is comprised of two applications: Orbeon Forms and CMS Lite. There are three screens you'll interact with to manage forms across their lifecycle.

On this page:

• The Form Summary screen
• The Form Editor screen
• CMS Lite form page

The Form Summary screen

Orbeon's Form Summary screen is the first screen you'll see when logging into CMS Forms.

• It provides a list of the forms you have available to edit or manage
• You can search for a form or forms
• You can create a new form
• You can select a form to duplicate or delete

To access the Form Summary screen:

1. Log into CMS Lite
2. Click the Form Builder link in the header

For additional information see:

• Creating a new form
• Revising an existing form
• Deleting an unpublished form

The Form Editor screen

Orbeon's Form Editor screen is where you'll build, revise and publish a chosen form.

• It provides a toolbox to add controls to your form
• There's a Form Area where you'll assemble and arrange your form
• A button bar allows you to export, test, and publish your form

To access the Form Editor screen:

1. Use the Form Summary screen to locate the form you want to edit
2. Click on the row of the form listing

For additional information see:

• Form controls
• Building your form
• Testing your form
• How publishing works in CMS Forms
• Form definitions

CMS Lite form page

Form pages in CMS Lite are used to perform testing and manage the release of forms to the public.

• A form page allows a form to be treated like a content (topic) page
• You have to create a form page to enable testing and release

To access a form page:

1. Switch to the CMS Lite tab
2. Locate the form page:
   • From the Home page
   • In the Content pane
   • Through a search

For additional information see:

• Creating a form page
• Releasing your form
• How publishing works in CMS Forms