Essentials of iMIS Forms

iMIS Form Builder allows you to create and manage forms for various purposes according to your needs using the Forms content item. Forms that are defined in the Form Library can be deployed in multiple locations throughout your iMIS instance on both the Staff and member-facing websites.

iMIS Forms allows you to turn your PDF forms into easy-to-use online forms. Add your existing iMIS data to a form using a drag-and-drop form builder. Use Form Designer to edit headings, text areas, change page layouts, and apply form rules. Using Advanced Mode, work with HTML to format how the form will render by adding custom tags, attributes and advanced formatting.

How you will benefit

Following this course, you will be aware of:

  • What is iMIS Forms?
  • Benefits of iMIS Forms
  • Types of Forms
  • Preparing to use forms (things to consider before getting started)
  • Navigating the Form Library
  • Creating a form (using Forms Plus)
  • Using Form Designer
  • Adding properties to your form
  • Editing form attributes
  • Using Form Rules
  • Publishing a Form to your site
  • Sample Forms to get you started

Note: Forms Plus is additional licensed module. Contact your Account Manager at ASI or your Authorized iMIS Solution Provider for more information.

Who should attend?

This course is designed for System Administrators and Website Managers.

iMIS Version

  • iMIS EMS Enterprise (20-300), Version 20.3.98 onwards

Delivery Method

Duration

  • 1 hour

Pre-Requisites

Course Code

FORMESS

Delivery Methods Key

 

The iMIS Learning Subscription gives you access to all our training offerings in a blended learning environment, including:

  • Online learning - learn iMIS at your own pace, at your own convenience with our ASI Learning Hub.
  • iMIS Coaching -  These courses are designed for you to be able to ask specific questions relevant to your learning needs with a live trainer / coach