Dossier item type for an input form

You can save the completed form in the dossier of the person or organisation. You can only do this if a dossier item type is linked to the input form.

An exception here is an input form of the type Course Registration. For this input form, a default dossier item type Course Registration (Profit) is available. The workflow Course Registration is linked to this dossier item type.

To make a dossier item type suitable for an input form:

1. Go to: CRM / Dossier / Configuration / Dossier item type.
2. Open the properties of the dossier item type..
3. Go to the tab: General.
4. Select the Available for input forms check box.
5. Select the Link file check box if you want to allow attachments to be added to the input form.
6. Go to the tab: Destination.
7. Check if at least one destination of the dossier item is set to Optional.

   The destination of a dossier item determines the dossier in which you can add and view the item. You can select multiple destinations. For example, if you select organisation/person as destination then you can open the submitted dossier item from the dossier of the organisation and/or person. You specify the destination per dossier item type.

   For example, if you have linked an input form for an Organisation/Person then you set this destination to Optional. When the form is submitted, you can then select the correct Organisation/Person.

   If you select the available for input forms check box then no destination may be linked with Mandatory or One of these mandatory.

8. Click on: OK.