Form Templates

[RobDessureault]

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 147.

See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100"

See KB article: "Form Template Groups & Profiles"

Form Templates

The Tax Provision Blueprint Form Templates are used for Tax Forms/Schedules and are used in the Workflow Profiles. Several Form Template Groups are used to break down the schedules into smaller groups so that several specific Form Template Profiles can be created and attached to the different types of workflows that are possible.

      All the Form Templates are of the Form Type “Dashboard”. Dashboards allow greater flexibility in how the schedules are rendered to the user.

 

[jarrod]

When using Form Templates and Dashboards - in v 7.4 how do you reference a dashboard that is in a Workspace that is not the Default Workspace. 

[jarrod]

Have managed to get this working

The workspace must be set to shareable

You can then add the Workspace name as a Prefix to the dashboard Delimited by a "."