How can I add our Disclaimer text into the Newforma Submittal Response form?

Danalynn Beck, Technical Services , Newforma, Inc. | 12/30/2010 | Comments: 0 | Views: 343
Seventh Edition

To do this, edit the SubmittalResponseForm.xsn file.  This file is located in the templates folder on your Newforma Project Center Server.  The path will be C:\Newforma\Templates\Seventh Edition\SubmittalTransmittalFormView.  The drive letter will reflect the actual installation drive on your Newforma Project Center Server.

To edit this form you will want to navigate using File Explorer to the folder where the files reside.  Select the XSN file and right click on this file and select Design from the fly out menu.  This will open the form and you are now ready to complete your customization.

Once you are in Design mode in the form, add the Column or Row to the forms and insert your text for your disclaimer. 
To complete this change you will next want to save the xsn file.  Then select the File tab, navigate down to the Publish option and select Export Source Files.  This step will rebuild the .xsl file for publication.  Save the xsl file in the same folder as the xsn file.

Your next step is to Publish the file to a Network location.  From the File menu again, select Publish and then select Network location.  Define the location as the same path that you have saved the xsn and xsl files.  This basically compiles the forms so they can be placed on your Newforma Project Center Server and your users will have access via Newforma to create the event type and the form generated will reflect your customization changes.

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