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Associate a Form to specific Org units and Entities

Goal - To assist user in associating a Form to specific Org units and Entities in the system

This article provides the steps to a user to associate a Form to particular set of Org units and Entities in the system. On the generation of a new Event, the Form will appear only when one of the associated Org unit and Entity is selected by the user.

  • Begin by logging to the CMO Application.
  • Go to Admin Module.

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  • Go to 'Forms'.

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  • Go to the Published version of the particular Form. Click on the Cogwheel and click Edit.

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  • In the Edit Form window, go to the 'Association' field.

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  • In the Association Window, select 'Select Org Units, Select Entities' from the dropdown.

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  • Select one or more Org Units from the Org Unit dropdown.

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  • The Entities associated with the selected Org Units will appear against the Entities field. Select one or multiple Entities from the Entities dropdown.

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  • Click OK to save the changes.

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  • All the selected Associations will appear in the 'Edit Form' window.

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  • Click Save button to save the changes.

 

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