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To define the overall properties of an application form, open the form, then click the Edit application properties link from the application designer.
Only application forms designated as Desktop applications can have multiple pages and therefore page names. VSys Web and VSys Live applications are allowed only a single page.
Basic properties
Field Name |
Definitions and Comments |
Application name |
A description of the application. This is used on the Applications panel and will show online in VSys Web and VSys Live. |
Inactive |
When checked, this application definition is hidden from the list of application forms that can be used for data entry. |
Application type |
Desktop application, VSys Web application or VSys Live application - controls where this application is usable. |
Allow use as a desktop application, too. |
If checked, a VSys Live application can be used within VSys One from the Applications panel. |
When saving application... |
Adds or removes the person to or from the checked lists whenever this form is filled out. |
First date to show |
If provided, the application won't be available for input before this date. |
Last date to show |
If provided, the application won't be available for input after this date. |
Default application status |
When posted, a new application will get this status. For Desktop application, this status should probably be Approved, since you entered it by hand. For VSys Web application or VSys Live application, it should probably be Pending approval. Note that applications entered via VSys Live are always posted immediately and change or create the associated person. This status simply lets you see the applications which have been entered and deal with them later. |
Default approval status |
If you've defined one or more application approval statuses, when a new application is created, VSys will give the application that approval status. |
Valid approval statuses |
When application approval statuses have been defined, you can use this list to limit which of those statuses are appropriate for this type of application. |
Ownership tags |
If ownership tags have been defined in VSys, this specifies which tags are associated with this type of application. That can then, in turn, be used to control the security rights to these applications. |
Create certifications even if they're empty |
For certifications placed on this application, if no data is entered into any field of that certification, by default VSys won't create a blank certification. Check this box to have VSys create the certification even if it's empty. Use this to have VSys record an empty certification which you can manually update later. |
Read-only |
When checked, this layout can only be used to view someone's data, not edit it. Only available for Desktop applications. |
Show in Person Lookup tool |
If checked, this application will be available for right-click in the Person lookup tool, allowing you to edit someone with this application form directly by right-clicking on their name. Only available for Desktop applications. |
Requirements
Field Name |
Definitions and Comments |
Valid for what types of people |
Only these types of people (global) or people in these roles (within a project) can use this application form. |
Valid for people in which groups |
Only people in one or more of these groups can use this application form. |
Min/Max age |
If provided, this application will only be valid for applicants in this age range. |
Not available if person already has application of this type |
If checked, a person who already has a submitted application of the same type won't be allowed to submit another one. |
Only available to people on one or more of these lists |
For pre-existing people, only those who are on one or more of these lists can use this application. This is a good mechanism for defining specialized inclusion/exclusions based on simple lists or Intellilists. |
Not available to people on any of these lists |
Like Only available... above, this prevents people who are on any of these lists from using this application. |
Page names
Use the hyperlinks to change the names of the pages (the tabs along the top) to something other than "Page 1", "Page 2", etc. Note that multi-page applications are only available with desktop applications used directly in VSys One, not on VSys Web or VSys Live.
Options
Default delegation for new people |
If no delegation field is placed on the form, a person will be added to the project in this delegation. Note this is only available in applications within a project. |
Default role for new people |
If no role field is placed on the form, a person will be added to the project in this role. Note this is only available in applications within a project. |
Default group for new people |
If no group field is placed on the form and visible, a newly-created person will be added to VSys with this group. |
Default type for new people |
If no person type field is placed on the form and visible, a newly-created person will be added to VSys as this type of person. |
Create/reuse... |
For the types of certifications listed, gives three options: Hide fields if one doesn't exist: Fields for this type of certification will be hidden if the person does not have one of these certifications. Create a new one even if one exists: Even if the person has one of these certifications, a new one will be created if any fields from this certification type are filled in. Reuse existing if possible, otherwise create: If the person has one of these certifications, edits the most recent existing one, otherwise VSys creates a new one if any of the fields from this certification type are filled in. |