Admin Guide

Configuring the form.

As a project Administrator or Site Administrator you need to open project setting.
When you will click on it, you can see the list of Secure form which is configured in this project, if you have already created one. You can see each form will be linked with one Issue-type and we cannot link two forms with same Issue-type (as of now).

Creating a form

To create New Secure form, Click on the Button of +Create and it will open the form builder along with fields toolbox. You can then link this Secure form with Issue-type and give a name and description to the form.

This Secure Form builder provides multiple type of fields which you can read - https://trundl.atlassian.net/wiki/spaces/TPR/pages/3805708289

All you need to do is just drag and drop the required field type in the Dropzone and you are good to go.

Open

Once the field is added, there are three options which you can use to edit, delete or move the field

Edit - Provides the option to control each form field. It opens a side bar where you can configure label and set the respective permission to view/edit for users.
Delete
This delete button will delete the field from the form.

Drag
This drags button will help in setting position of the field in the form.

Open

How to configure Attachment in Secure Form

In your toolbox you can use the File Attachment feature to configure attachment on the form.

Once we add this option in the toolbox, in the Edit section we can see the option of folder management where we can create folders on the form. With each folder we provide security options like who can upload/download the files from the folder.
Also It help you to apply restriction on file type on each folder like in Folder A only pdf file type are allowed. So this file Attachment in form toolbox provides complete control on Form Attachment

This file Attachment in form toolbox also provides one more option where it will confirm from the project/Site Administrator where they want to store the form Attachment.
You can define a custom location and use that to store your information in ‘your own server’.

This feature is whawhere user can select where they want to upload the form Attachment. It provides option of AWS, Azure, Goggle Cloud for storage. Based on selected option it will configuration option (for more details about custom location check the attached screenshots)

Screenshots of Attachment Storage Configuration