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To download a form created and shared by another AWARDS-using provider, complete the following steps from the AWARDS Home screen:

    1. Click Administration in the left-hand menu, and then click Builders & Tools.  The Builders & Tools fly-out menu is displayed.
    2. Click FormBuilder.  The FormBuilder Menu page is displayed.

    1. Click Download Shared Forms.  The FormBuilder - Download Shared Forms page is displayed.  

This page contains a table listing all forms available for download.  Click any of the table's column headings to sort the list by that variable.  Clicking a heading more than once will reverse the sort order.  To also sort by a secondary variable, press <SHIFT> and click on the second column heading.

    1. Preview any of the forms in the shared forms list on this page by clicking the corresponding preview icon. 

A new window is opened to show you the complete form.  Close that window to return to the FormBuilder - Download Shared Forms page.

    1. f you would like to download one of the available forms for use in your AWARDS database, click the download icon next to that form.

    1. The FormBuilder - Download Shared Forms page is displayed.  
    2. In the Save Form as: field, type the name of the form as you would like it to appear in your AWARDS database. 

  TIP: Form names are limited to 35 characters.  As you type the name of the form, the number of characters remaining is displayed beneath the form name. 

    1. Click the Save for Program drop-down arrow and select a program to be associated with the form.

  TIP: Keep in mind that you can always use the FormBuilder Configuration tool to associate the form with additional programs after it is downloaded.

    1. Click CONTINUE.  The form is downloaded and the FormBuilder - Download Shared Forms is refreshed to reflect the successful download.
    2. Click FormBuilder Menu.  The FormBuilder Menu page is displayed.
    3. Click FormBuilder Configuration.  The FormBuilder - Index page is displayed.  The downloaded form is included in the index on this page.
    4. Click the name of the downloaded form.  The Form Configuration page is displayed.
    5. When a form is downloaded, all configuration settings are downloaded with it.  Personalize the form to meet your needs by using the form configuration tabs to make changes to the configuration settings as needed.  For example, on the "1. General" tab you can choose to change the location of the form in AWARDS, on the "2. Programs" tab you can choose to make the form available to more programs, and on the "3. Sections" tab you can adjust or add to the form's sections.
    6. Click NEXT.  The Update Field Details per Section page is displayed.  This page contains a list of all form sections, each of which can be expanded /collapsed to view/hide the contained fields.
    7. Using the procedures detailed under Making Changes to a Form, add to or adjust the content and layout of the form as needed.

The process of downloading a shared form is now complete.

  https://demodb.footholdtechnology.com/help/?10196