Form Builder FAQ

The following are frequently asked questions and recommendations regarding the Form Builder:

Standard & Plus: What features are included with Standard Forms?

All Forms features are available if you have purchased the Forms Plus license. The following table outlines what is available with the Forms Standard license.

Table 1: Viewing standard versus plus form builder features
Feature	Standard
Using out-of-the-box forms Editing out-of-the-box forms	✓ Available with Standard.
Adding new forms Adding new rules Requiring approval Using Advanced mode Form migration tool	X Not available with Standard. You must have the Plus license to use these features.

Does the iMIS Translation feature work with iMIS Forms?

No. Currently, iMIS Forms cannot be translated using iMIS Translation.

Can a form post-process action be used to create a sales invoice based on the information in the submission?

If the sales invoice is available via the REST API, then yes, it possible.

Can a form post-process action be used to update information in a contact record other than the one that carried out the submission?

Each form is associated with only one ID. The ID is then passed to the post-processing steps, so only the ID used to create the form could be used to identify a record to be changed.

Can a public user enter a form submission against another contact?

No. Public users do not have the necessary permissions to update other contacts’ records. The two exceptions to this rule are Company Administrators and Chapter Administrators; both roles can edit a contact’s information using Forms.

Can a form be used to update the profile picture of a contact?

Currently, it is not possible to upload a profile picture using a form.

When creating a form for account creation, what are the required elements?

The form must have the sources First Name, Last Name, and Email address. See Using Advanced mode for more information.

Is there an upgrade path from Sonic Forms to iMIS Forms?

No. iMIS Forms is designed to be used with data sources that are shipped with or created in iMIS EMS Enterprise. Not all data sources created with previous versions of iMIS are compatible with the iMIS Form Builder and will be overwritten during upgrade.

Note: Some legacy forms may be imported using the Form migration tool, however, only the forms themselves are imported, not the data sources. It is necessary to ensure that all business objects and queries used by the form(s) are available within iMIS.