IMOS - Working with Forms

Forms enable you to manage information about records. For example, the Voyage Manager is a form within the Voyages workspace.

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A form appears within a workspace in-line or as a modal. On a form, you can complete fields, view field help, add attachments, and more.

Note: For more information about a specific form, see the Knowledge Base page with its name.

Opening Forms

You can open forms in several ways, including the following:

• To create a new form:

  • On the main or secondary menu, click a Form Name.

  • On a list of forms or a form, click +.

  • On a form, to create a copy, click .

• To open an existing form:

  • Click the appropriate toolbar button.

  • On a list of forms or a form, click a field link.

Modals

Typically, when you access a form from a toolbar or field link, it appears as a modal (or pop-up form). For example, when you record Port Activities for a voyage, the form appears on top of the Voyage Manager:

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The following buttons may appear in the upper-right corner:

• : Open the form in a new browser tab.

• : Minimize the form to view the information behind it.

• : Close the form.