Form
A document with blank fields to enter required or requested information.
In Upvise, the data is entered on the screen of your mobile or in a web browser.
Form Template
The model from which a Form instance is created. A Template is defined by the collection of data Fields in a Form, and by a set of Properties.
Fields
Fields are where information or data is entered in a Form. There are various field types: e.g. Text box to enter text, Combo box with pre-defined choices, Date widget to enter a Date,...
Drafts
A Draft is a Form which has been created, for which Fields have been partially or completely filled in, but has not yet been Submitted, i.e. user has not clicked the Submit button.
Workflow
By default, templates have only two states: Draft and Submitted. Templates can be extended with a Workflow, i.e. by defining additional custom states and actions.
Example: when a Form is 'Submitted', the action to 'Approve' the Form moves it to a new state 'Approved'.
Inbox
A list of Forms requiring an Action, e.g. Approval, Rejection, etc... The Inbox only appears for Forms with a Workflow defined.
