4.8 Form Template Folder IDs
Activating and Using the Folder ID View Feature in the Dashboard
The Folder View feature in the settings panel enhances your ability to manage and reference forms and folders.
By enabling this feature, you’ll have visibility into Folder IDs, Form IDs, and Form Version Names directly within the dashboard.
Activating the Folder View
- Log in to the Dashboard: Open your Zegeba dashboard.
- Access Settings: Navigate to the settings panel.
- Enable Folder View: Locate Folder View feature and activate it.
- Save Changes: Click Save to confirm your preferences.
Once enabled, Folder IDs and Form IDs will be displayed alongside your forms and folders in the dashboard for easy identification.
Sorting Form Templates by IDs
In addition to enabling the Folder View, you can configure the system to sort form templates by their IDs for easier navigation and organization.
Using Folder IDs, Form IDs, and Form Version Names
You can now use the following dynamic references to identify and display form details:
- Folder ID:
{§folderId}
- Form ID:
{§formId}
- Form Version Name:
{§formVersionName}
Example Usage in Forms
To display these identifiers within a form, use the Header Text element. For example: {§folderId}-{§formId}-{§formVersionName}
When a form is opened, this sequence will dynamically update to show the relevant details. For instance: 234-201-V2
Benefits of Dynamic References
- Simplified Tracking: Quickly identify and track forms and folders using their unique IDs.
- Version Clarity: Always know which version of a form you’re working with.
- Enhanced Documentation: Include these details in headers or custom reports for clear, organized data records.
Practical Applications
- Context Clarity: Use these references in form headers for users to see relevant IDs at a glance.
- Debugging: Quickly locate forms or folders in the system using their displayed IDs.
Important Warning About Moving Forms to Other Folders.
ID Behavior When Moving Forms
- The Form ID will remain consistent and follow the form regardless of folder changes.
- The Folder ID, however, is linked to the folder where the form resides. If a form is moved to a different folder:
- The Folder ID will change for all new form entries / data captures created after the move.
- Any setups in your forms using
{§folderId}-{§formId}-{§formVersionName}
will reflect the new Folder ID.
Implications
- Moving a form can impact dynamic references if you rely on the Folder ID as part of your identifiers.
- Ensure you review any forms, templates, or workflows that utilize folder-based identifiers after moving a form to a new folder.